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 AI Volatility, Iran Pause and Earnings Test
04:47 Bond Market Has Already Tightened for the Fed — George Goncalves, MUFG
18:25 Taking Iran Strikes Off the Table May Backfire — Marc Short, Former Trump White House Official
41:15 Fed to Skip October, Hike in December — Thierry Wizman, Macquarie
53:24 Investors Are Rotating, Not Leaving Stocks — Chris Verrone, Baird Strategas
1:06:51 Middle East ‘Hornet’s Nest’ Is Stirring Early — Col. Wayne Sanders (Ret.)
1:18:48 Lower-Income Consumers Are Closing the Gap — David Tinsley, Bank of America Institute
1:28:11 Hyperscaler Credit Selloff Creates Opportunity — Jake Pollack, JPMorgan
1:41:02 AI Trade Is Broadening, Not Ending — Jeanne Sun, Citi Wealth
1:52:10 Delta Demand Holds Up Despite Higher Fuel Costs — Sheila Kahyaoglu, Jefferies
2:07:36 Diesel Inflation Is Spreading Through the Economy — Erin McLaughlin, The Conference Board
2:17:46 Can Earnings Support Stocks With Yields Above 5%? — Saira Malik, Nuveen
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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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