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.
Chapters:
00:00 Treasury Bond Move, AI Backlash and Fed Credibility
04:25 Higher Yields Aren’t Slowing AI CapEx — Cameron Dawson, NewEdge Wealth
19:34 How Iran Could Attack US Bases in Europe — Lt. Gen. Karen Gibson (Ret.), Academy Securities
30:58 Meta Trial Could Reshape Social Media Rules — Jennifer Huddleston, Cato Institute
39:36 Hyperscaler Debt Isn’t Crowding Out Treasuries — Lindsay Rosner, Goldman Sachs Asset Management
52:30 Interest Rates Are Back to Normal at 4%-5% — Edward Yardeni, Yardeni Research
1:06:54 AI Data Centers Poll Worse Than Nuclear Waste — Henrietta Treyz, Veda Partners
1:19:46 Anthropic Could Be Worth $2 Trillion — Brian Hamilton, LiveSwitch
1:28:55 Bond Market Is Dying by a Thousand Cuts — Gennadiy Goldberg, TD Securities
1:41:53 Bond Market Has Left the Great Moderation — Liz Ann Sonders, Schwab Center for Financial Research
1:54:36 Target Turnaround Is Gaining Momentum — Sucharita Kodali, Forrester
2:04:55 US Treasury Increasing Long-Dated Buyback Cap — Michael McKee
2:10:00 September Rate Hike Isn’t a Bad Idea — Jim Bullard, Former St. Louis Fed President
2:19:52 Equity Strength Is Broadening Beyond AI — Jeanne Sun, Citi Wealth
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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.
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