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 Tech Rebound, AI Funding Strains and Election Eve
04:40 S&P 500 Still on Track for 7,900 — Edward Yardeni, Yardeni Research
18:38 Stevens Endorsement May Be Backfiring in Michigan — Ed Mills, Raymond James
30:22 OpenAI Funding Struggles Could Slow Venture Capital — Sarah Kunst, Cleo Capital
40:16 Fed May Need Four or Five Rate Hikes — Neil Dutta, Renaissance Macro
53:07 AI Selloff Is a Buying Opportunity — Jordan Jackson, JPMorgan Asset Management
1:05:41 El-Sayed Has Slight Edge in Michigan — Jessica Taylor, The Cook Political Report
1:19:12 Selloff Is a Test of Nerves, Not End of Bull Market — Ajay Rajadhyaksha, Barclays
1:31:34 10-Year TIPS Are a Perfect Hedge for AI — Earl Davis, BMO Global Asset Management
1:42:02 AI Bubble Is Deflating — Bob Doll, Crossmark Global Investments
1:51:38 Apple Benefits From Sitting Out the AI CapEx Race — Gil Luria, DA Davidson
2:06:21 Oil Remains the Biggest Inflation Risk — Yelena Shulyatyeva, The Conference Board
2:18:55 AI Funding Boom Is Testing Investor Appetite — Julie Biel, Kayne Anderson Rudnick
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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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