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 than “Bloomberg Surveillance.”
Chapters:
00:00 Oil Near $100, CPI Test and AI Backlash
04:17 Financial Conditions Will Tighten Either Way — Seema Shah, Principal Asset Management
17:02 US Wants to Make the Strait of Hormuz Irrelevant — Jon Lieber, Eurasia Group
31:39 BOJ Has No Choice But to Hike Rates — Kit Juckes, Société Générale
41:17 Hot CPI Could Give Fed an ‘Easy Out’ to Hike — Earl Davis, BMO Global Asset Management
53:53 Four to Six Rate Hikes Would Threaten Markets — Jim Caron, Morgan Stanley Investment Management
1:07:57 Canada Tariffs Won’t Bring the US Back to the Table — Kate Kalutkiewicz, Former Trump White House Trade Official
1:19:58 Diesel, Not Crude, Is the Bigger Oil Problem — Samantha Dart, Goldman Sachs
1:29:48 AI Slowdown Could Finally Bring Rates Down — Oksana Aronov, JPMorgan Asset Management
1:41:03 Stocks Aren’t Screaming Danger From Higher Yields — Barbara Reinhard, Voya Investment Management
1:54:22 Data Center Backlash Could Help Prevent an AI Bubble — Gil Luria, DA Davidson
2:07:51 Warsh May Struggle to Bring the Fed With Him — Stephen Stanley, Santander US Capital Markets
2:17:23 A Hyperscaler Pullback Could End the Bull Market — Brian Levitt, Invesco
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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
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Lisa Abramowicz: https://twitter.com/lisaabramowicz1
Annmarie Hordern: https://twitter.com/annmarie
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