Bloomberg Surveillance: Fed Decision, Big Tech Earnings, and Capital Markets Amid Election and Geopolitical Risks

A three-hour edition of Bloomberg Surveillance covering a pivotal week combining the Fed decision, quarterly earnings from Alphabet, Microsoft and Amazon, and key political events. The program examines how markets are pricing rate expectations, corporate capital spending, and shifting access to financing.

■ Fed Policy and Inflation
- Rate hike probabilities, forward guidance debates, and expectations for the upcoming Fed meeting
- Bond yields, credit spread movements, and the stock-bond correlation
■ Big Tech Earnings and AI Spending
- Capex versus free cash flow discussions ahead of hyperscaler earnings
- Anthropic's anticipated S-1 filing and related investor questions
■ Capital Markets and Corporate Finance
- Meta's equity offering and participation from chipmakers
- Elon Musk's comments on debt market access and financing deals
■ Politics and Geopolitics
- U.S. midterm election polling, race ratings, and campaign dynamics
- Brazil's presidential election result and market reaction
- Iran-related developments and regional diplomacy
■ Market Movers
- Individual stock moves and analyst actions discussed on the program

This edition is suited to investors and market followers who want a consolidated view of macro policy, corporate finance, and political risk in one session. Viewers can gain context on how these forces are interacting and which developments are being tracked across the week.