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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Tuesday, November 3rd, 2026

Featuring:

1) Meredith Whitney, CEO at Meredith Whitney Advisory Group, joins to open the market and talk about consumer strain is driving voters to the polls in this election cycle

2) Joe Quinlan, Chief Market Strategist at Bank of America, talks the CapEx boom and what questions investors should be asking themselves.

3) Joe Lavorgna, Chief Economist at SMBC Nikko Securities, joins to discuss his note on the potential of a Midterm Blue Tsunami.

4) Heath Terry, Head of Tech and Communication Research at Citi, talks tech and AI earnings, developing agentic technology, and the CapEx supercycle.

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