Bloomberg Surveillance 5/12/2026
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:
00:00:00 – Bloomberg Surveillance Begins
00:04:32 – Russ Koesterich of Blackrock on Tech Stocks
00:19:35 – Katherine Thompson of Cato Institute on Iran Peace Deal Imploding
00:32:37 – Starmer Vows to Stay on as Prime Minister of UK
00:41:37 – Ey-Parthenon Chief Economist Gregory Daco on Future of the Fed
00:52:11 – Yardeni Research President Ed Yardeni on Market Outlook
01:05:33 – Hoover Institute Senior Fellow Elizabeth Economy on Trump, XI Upcoming Meeting
01:22:06 – BofA Institute Senior Economist David Tinsley on Health of The US Economy
01:30:48 – Deutsche Bank Global Head of FX Research Saravelos on Threats to Dollar Stability
01:41:09 – Emily Roland of Manulife JH Investments on Earnings Growth
01:53:03 – CFRA Senior Equity Analyst Angelo Zino on Tech Stocks Faltering After Rally
02:05:54 – Morgan Stanley Chief US Economist Michael Gapen US April Core CPI
02:18:57 – Flexport CEO Ryan Peterson on Iran War Impact on Supply Chains
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