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 Fed Hiking Cycle, Stocks Rebound and BOE Holds
05:34 Rebalance Stocks, Bonds ‘A Little Bit’ — Julian Emanuel, Evercore ISI
19:53 Trump’s Fed Criticism Is Just ‘Noise’ — Julian Emanuel, Evercore ISI
32:47 AI Regulation Is the Trade’s Biggest Unknown — Angelo Zino, CFRA
42:10 Warsh Brings the Fed Back to ‘Normal Space’ — Sonal Desai, Franklin Templeton
49:26 Bank of England Holds Interest Rates at 3.75%
54:18 Stocks Overdue for a Pullback — Savita Subramanian, BofA Securities
1:07:16 Fed May Only Need to ‘Nudge’ Rates Higher — Thomas Simons, Jefferies
1:19:18 AI Boom Risks a ‘Corporate Extinction Event’ — Sherry Paul, Morgan Stanley
1:29:28 Fed’s 25-Basis-Point Hike Is ‘Too Small’ — Bill Dudley, Former New York Fed President
1:41:05 Yardeni Lowers Year-End S&P 500 Target to 7,900 — Ed Yardeni, Yardeni Research
1:53:35 AI Needs to Be Regulated Like a Teenager — Jeetu Patel, Cisco
2:01:05 US Jobless Claims Fall to 196,000 — Michael McKee
2:05:06 Fed May Need to Kill the AI CapEx Cycle — Neil Dutta, Renaissance Macro
2:20:43 Productivity May Not Be the Fed’s ‘White Knight’ — 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.
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