Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Surveillance hosted by Paul Sweeney & Alexis Christoforous
Tuesday, November 4th, 2025
1) Meera Pandit, Global Market Strategist at JPMorgan Asset Management, discusses how strong earnings momentum and AI optimism are helping offset concerns about high valuations and mixed macro signals.

2) Jennifer Lee, Senior Economist at BMO Capital Markets, on sentiment data and inflation expectations shaping December FOMC expectations.

3) Former Rep. Patrick McHenry, (R - North Carolina), former Chairman of the House Financial Services Committee and Bloomberg Contributor, on Election Day and the state of the government shutdown.

4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Business Insider story on YouTube's battle with ABC News parent Disney, and Wall Street Journal reporting on the proliferation of data centers in rural America.

Watch Tom and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a>. Bloomberg Surveillance hosted by Paul Sweeney &amp; Alexis Christoforous Tuesday, November 4th, 2025 1) Meera Pandit, Global Market Strategist at JPMorgan Asset Management, discusses how strong earnings momentum and AI optimism are helping offset concerns about high valuations and mixed macro signals.
2) Jennifer Lee, Senior Economist at BMO Capital Markets, on sentiment data and inflation expectations shaping December FOMC expectations.
3) Former Rep. Patrick McHenry, (R - North Carolina), former Chairman of the House Financial Services Committee and Bloomberg Contributor, on Election Day and the state of the government shutdown.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Business Insider story on YouTube's battle with ABC News parent Disney, and Wall Street Journal reporting on the proliferation of data centers in rural America.

The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF. 

The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: <a href="http://bit.ly/3P7nstQ" data-destination="rte:bind">http://bit.ly/3P7nstQ</a>. Watch Surveillance Radio LIVE weekday mornings: <a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a>.

Tom Keene and Paul Sweeney have the economy and the markets "under surveillance" as they cover the latest in finance, economics and investment.

Bloomberg Surveillance

AI Angst Leads Election Day Stock Selloff

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/4473526d-81d3-4912-956b-b38b00f1d809/transcript

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