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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Thursday, November 5th, 2026

Featuring:

1) Erin Covey, Editor: US House with Cook Political Report, talks about Republican infighting post-Midterms and what the Democratic Congress strategy will be the next two years.

2) Christopher Hodge, Chief US Economist with Natixis, previews tomorrow's jobs report and why the near-term trajectory for economic policies won't change much post-election.

3) Brad Warden, Senior Portfolio Manager of Science and Tech Funds at Nomura, talks AI cycle rotations, where we are in the AI buildout, and where it could diverge post-Midterms.

4) Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, talks why the Blue Tsunami is proving good for many risk assets.