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Bloomberg Surveillance 11/20/2025
2:24:10
Bloomberg Television
Bloomberg Surveillance 11/20/2025
Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day. 00:00:00 Bloomberg Surveillance 00:05:35 Brian Levitt, Invesco 00:25:57 Morning Movers 00:27:12 On Our Radar 00:29:17 Angelo Zino, CFRA 00:40:59 Andrew Hollenhorst, Citi Research 00:53:26 Seema Shah, Principal Asset Management 01:05:44 David Malpass, Former World Bank President 01:13:16 Morning Movers 01:14:57 On Our Radar 01:18:12 David Seif, Nomura 01:28:18 David Bellinger, Mizuho 01:54:12 Kelsey Berro, JPMorgan Asset Management 02:06:31 Nela Richardson, ADP Research 02:18:20 Morning Movers 02:19:41 Saira Malik, Nuveen -------- Watch it live every week day from 6-9 ET on Bloomberg Television, YouTube, Roku, Apple TV, Samsung TV, Android TV, Rakuten TV. Watch more here: https://www.bloomberg.com/btv/series/bloomberg-surveillance Subscribe and turn on notifications so you don't miss any new Bloomberg Television videos: https://tinyurl.com/ysu5b8a9 Follow Bloomberg for business news & analysis, up-to-the-minute market data, features, profiles and more: http://www.bloomberg.com Follow Surveillance on X at: https://twitter.com/bsurveillance Follow the hosts: Jonathan Ferro: https://twitter.com/FerroTV Lisa Abramowicz: https://twitter.com/lisaabramowicz1 Annmarie Hordern: https://twitter.com/annmarie Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/
Published Nov 20, 2025
Nvidia's Earnings Beat & Trump Signs Epstein Files Bill | Daybreak Europe 11/20/2025
46:32
Bloomberg Television
Nvidia's Earnings Beat & Trump Signs Epstein Files Bill | Daybreak Europe 11/20/2025
Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we'll tell you what matters for investors in Europe, giving you insight before trading begins. On today's show, Nvidia delivered a surprisingly strong revenue forecast and pushed back on the idea that the AI industry is in a bubble, easing concerns that had spread across the tech sector. The world's most valuable company says it expects sales of about $65 billion in the January quarter - roughly $3 billion more than analysts predicted. Stocks futures surged and the Nikkei 225 rose more than 3% after a robust sales forecast from the chip giant. Bloomberg understands that White House officials are urging members of Congress to oppose a bill limiting Nvidia's ability to sell AI chips to China and other adversary countries. Bonds traders pared bets for a December rate cut after Fed minutes showed officials preferred to stand pat and the BLS cancelled the release of the October jobs report. Meanwhile, the US Congress has passed a bill requiring the Justice Department to release all records tied to Jeffrey Epstein, including investigations and internal communications. President Trump had resisted the release, but over the weekend told Republicans to support it. Today's guests: Standard Bank Group Chair Nonkululeko Nyembezi & Marija Veitmane, Head of Equity Research at State Street Global Markets. Chapters: 00:00:00 - Daybreak Europe 11/20/2025 00:04:14 - Nvidia Sales Forecast Counters AI Bubble Fears 00:07:11 - Nvidia Guidance Beat Powers Nasdaq Higher 00:10:36 - Asia Stocks Jump on Nvidia Earnings 00:12:41 - BNP Paribas Raises CET1 Ratio Target to 13% by 2027 00:16:29 - US Issues Warnings, Rejects Draft Communique 00:18:14 - Standard Bank’s G20 Priorities with Co-Chair Nyembezi 00:21:54 - Congress Officially Passes Epstein Files Bill, Sends to Trump 00:22:16 - US approves AI Chip Sales to UAE and Saudi Arabia 00:22:35 - Alphabet Jumps on ‘Rave Reviews’ for Gemini 3 00:26:10 - Huang: Want Opportunity To Reengage with China 00:29:22 - Nvidia Sees 4Q Revenue $65B +/-2%; Est. $62B 00:31:52 - State Street’s Veitmane: Tech Favorite Sector 00:38:24 - Trump Pushes Ukraine Peace Plan 00:42:11 - Lebanon PM: Ready To Go Back to Negotiations with Israel -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTech Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts
Published Nov 20, 2025
US Labor Secretary Says Fed Needs to Cut Despite 'Solid' Jobs Data
7:34
Bloomberg Television
US Labor Secretary Says Fed Needs to Cut Despite 'Solid' Jobs Data
US Labor Secretary Lori Chavez-DeRemer reacts to the "solid" September jobs report and says the Federal Reserve needs to cut rates again. Nonfarm payrolls increased 119,000 after the prior month was revised lower, according to Bureau of Labor Statistics data, and the unemployment rate ticked up to an almost four-year high of 4.4% as the labor force grew. Sign up for the Economics Daily newsletter to discover what's driving the global economy and what it means for policy makers, businesses, investors and you: https://bloom.bg/4535pfS -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts
Published Nov 20, 2025
US Adds 119,000 Jobs in September, Jobless Rate Rises
2:20
Bloomberg Television
US Adds 119,000 Jobs in September, Jobless Rate Rises
The US added 119,000 jobs in September, topping the estimate of 51,000, according to the Bureau of Labor Statistics. The unemployment rate ticked up to 4.4%. Hourly earnings rose 0.2% from the prior month. The September jobs report was delayed due to the government shutdown. Bloomberg's Michael McKee reports. -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts
Published Nov 20, 2025
Global Rally as Nvidia Revives AI Optimism; Delayed Jobs Report Arrives | Bloomberg Brief 11/20/2025
43:23
Bloomberg Television
Global Rally as Nvidia Revives AI Optimism; Delayed Jobs Report Arrives | Bloomberg Brief 11/20/2025
US equity futures advance as an upbeat forecast from Nvidia soothes fears of an AI spending bubble. Investors brace for the release of the delayed September payrolls report after the latest FOMC meeting minutes showed "many" policymakers leaned against a December rate cut. President Trump signed a bill to compel the US Justice Department to release the files on Jeffrey Epstein. Frank Lee of HSBC discusses Nvidia's earnings results. Keith Lerner of Truist looks ahead to the labor market data. Chapters: 00:00:00 - Bloomberg Brief 11/20/2025 00:01:35 - First Look Movers 00:03:35 - Sales Are Off the Charts for Blackwells Says Nvidia’s Huang 00:06:44 - Nvidia Forecast Soothes AI Bubble Fears 00:12:42 - Trending on the Terminal 00:14:18 - Trump Signs Epstein Files Bill 00:17:11 - US Plans ‘Genesis Mission’ To Boost AI Development 00:19:50 - Front Page News 00:22:43 - First Look Movers 00:24:22 - Fed Minutes Show ‘Many’ Officials Against Dec. Rate Cut 00:27:58 - Investors Brace for September Jobs Report 00:32:35 - Nvidia Results Fuel Relief Rally 00:34:55 - Trending on the Terminal 00:36:55 - Nvidia Projects Sales of $65B, AI Demand Strong 00:40:21 - Walmart’s Sales Growth Expected To Be Steady 00:42:36 - What To Watch -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts
Published Nov 20, 2025
Nvidia Quells AI Jitters, ‘Many’ Fed Officials Lean Against December Cut | The Opening Trade 11/20
1:35:31
Bloomberg Television
Nvidia Quells AI Jitters, ‘Many’ Fed Officials Lean Against December Cut | The Opening Trade 11/20
Nvidia delivered a surprisingly strong revenue forecast and its outlook signals that demand remains robust for Nvidia’s artificial intelligence accelerators, the pricey and powerful chips used to develop AI models. Nvidia had faced growing fears in recent weeks that the runaway spending on such equipment wasn’t sustainable. European chip stocks gained on the news. Elsewhere in Europe, French lender BNP Paribas announced a €1.15 billion share buyback program and boosted their capital goal. Many Federal Reserve officials said it would likely be appropriate to keep interest rates steady for the remainder of 2025, according to minutes of the Federal Open Market Committee’s October 28-29 meeting. The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards, Guy Johnson and Kriti Gupta. Chapters: 00:00:00 - The Opening Trade 00:00:36 - Market Check 00:02:38 - Nvidia Upbeat Sales Forecast 00:05:28 - Fed Rate Cut Bets Retreat 00:09:20 - EU to Discuss New Russia Sanctions 00:11:36 - China Weighs New Property Stimulus 00:12:09 - BlackRock Breach 00:12:42 - BRC Net Confidence -44 00:13:57 - Nvidia CEO Jensen Huang 00:18:14 - Amundi CIO Vincent Mortier 00:24:54 - Nasdaq Futures 00:31:34 - 'Many' Fed Officials Against December Cut 00:37:59 - Nvidia Stock 00:46:55 - Stocks to Watch: Tech Stocks, BNP Paribas, Novartis 01:08:58 - Crypto World Wipes Out $1 Trillion 01:14:33 - BNP Paribas Starts Buyback 01:15:57 - Carson Block, Muddy Waters Capital CEO on Short Selling 01:29:41 - Trump Ukraine Peace Plan 01:32:16 - Bloomberg New Economy Forum -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts
Published Nov 20, 2025