Markets Price in Tech Spending and Midterm Elections

The latest in finance, economics and investment.

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Friday, October 30th, 2026

Featuring:

1) Kay Haigh, CIO: Fixed Income at Goldman Sachs, talks AI debt issuance and market capacity for tech debt, as well as Fed and ECB outlook.

2) Darius Dale, founder and CEO of macro-research firm 42 Macro, talks active market themes and the equity push and pull of continued growth and inflation/tech spending concerns.

3) Richard Portes, professor at London Business School, discusses Christine Lagarde's ECB legacy and whether current ECB policy is too loose .

4) Natasha Sarin, co-founder at the Yale Budget Lab, discusses her NYT column on affordability in the upcoming Midterm and how eco policy is front and center ahead of Tuesday.

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