Jonathan Ferro

Jonathan Ferro has discussed 45 US public companies across 84 Bloomberg Surveillance episodes, per Ticker.id. Top: $JPM, $NVDA, $PDI, $BAC, $MSFT.

1. We had expected over the past few weeks for longstanding factors favoring the GOP to allow the Republicans to regain their advantage. We now believe there is likely to be a Democratic sweep of Congress.

   Jonathan Ferro · Bloomberg Surveillance · Bloomberg Surveillance TV: October 6th, 2026 · 2026-10-06

2. There is no sign of a slowdown. More visibility on guidance and CapEx into '27 could create a fat right tail into year-end.

   Jonathan Ferro · Bloomberg Surveillance · Bloomberg Surveillance TV: October 6th, 2026 · 2026-10-06

3. They must be defeated militarily, and this must likely be done on the ground.

   Jonathan Ferro · Bloomberg Surveillance · Bloomberg Surveillance TV: October 5th, 2026 · 2026-10-05

• $JPM JPMorgan — 12 mentions
• $NVDA Nvidia — 8 mentions
• $PDI PIMCO Dynamic Income Fund — 6 mentions
• $BAC Bank of America — 6 mentions
• $MSFT Microsoft — 6 mentions
• $META — 6 mentions
• $MS Morgan Stanley — 6 mentions
• $BNY Bank of New York Mellon — 4 mentions
• Bloomberg Surveillance · Bloomberg Surveillance TV: October 6th, 2026 · 2026-10-06
• Bloomberg Surveillance · Bloomberg Surveillance TV: October 5th, 2026 · 2026-10-05
• Bloomberg Surveillance · Bloomberg Surveillance TV: October 2nd, 2026 · 2026-10-02
• Bloomberg Surveillance · Bloomberg Surveillance TV: October 1st, 2026 · 2026-10-01
• Bloomberg Surveillance · Bloomberg Surveillance TV: September 30th, 2026 · 2026-09-30
• Bloomberg Surveillance · Bloomberg Surveillance TV: September 29th, 2026 · 2026-09-29