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 Jobs Surprise, Fed Divide and AI Backlash
05:06 Cyclical Weakness Is Starting to Show in Stocks — Chris Verrone, Baird Strategas
20:47 A Quarter-Point Hike Won’t End the AI Trade — Chris Verrone, Baird Strategas
30:43 Small-Bank Deregulation Could Unlock More Lending — Jill Castilla, Citizens Bank of Edmond
41:28 Give Disinflation a Chance Before Hiking — Michael Gapen, Morgan Stanley
54:24 A Hold Could Stabilize the Long End — Priya Misra, JPMorgan Asset Management
1:08:05 Political Pressure Won’t Sway Rate Policy — Priya Misra, JPMorgan Asset Management
1:21:44 Data Center Backlash Could Start Hurting AI Demand — Mark Newman, Bernstein
1:29:11 Almost Nothing Is Driving Disinflation — Frances Donald, RBC
1:39:23 Fed May Need a -100K Print to Rethink Full Employment — Brian Nick, NewEdge Wealth
1:52:36 Fed Could Be Headed for a Historic 6-6 Vote — Jim Bianco, Bianco Research
2:00:39 US Adds 162,000 Jobs, Topping All Estimates — Michael McKee
2:05:39 Inflation, Not Jobs, Will Dictate the Next Rate Move — Stephanie Roth, Wolfe Research
2:16:16 Risk Assets Can Withstand a Rate Hike — Jeffrey Rosenberg, BlackRock
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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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