Cameron Dawson

Bloomberg Surveillance 11/10/2026

Jonathan Ferro, Lisa Abramowicz, Annmarie Hordern, Cameron Dawson, Tyler Kendall, Scott Lincicome, Amrita Sen, Holger Schmieding, Lori Calvasina, Sarah Kunst, Deirdre Dunn, Tom Becker, Amos Hochstein, Tiffany Wilding, David Kelly, Isabel Lee, Michael McKee

Federal Reserve Governor Chris Waller signaled a potential 50-basis point rate hike in December if core CPI exceeds 0.3%, prompting bond yields to spike and equity futures to drop as officials collectively adopted a hawkish stance to combat rising inflation. Simultaneously, Anthropic launched its IPO roadshow targeting a $1.4 trillion valuation amid reports of major tech investments, while NVIDIA faces intensified regulatory scrutiny over alleged government interference in a Commerce Department probe involving its CEO. Broader market sentiment remains volatile, with oil prices falling below $90 per barrel due to reduced geopolitical tensions and investors weighing the impact of aggressive monetary tightening against the AI sector's rapid revenue growth.