Bloomberg Surveillance 7/1/2026
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 starts
04:03 Stock Market, AI & Fed Outlook: Brian Levitt, Invesco
19:22 Tech Rotation, China & AI Investing: Brian Levitt, Invesco
34:41 Nvidia, AI Chip Stocks & Semiconductors: Angelo Zino, CFRA
43:09 Small Caps, Market Rally & AI Trade: Jill Carey Hall, Bank of America
53:45 Inflation, Markets & the Fed: Victoria Fernandez, Crossmark
01:06:07 AI Regulation, China & National Security: Ed Mills, Raymond James
01:19:40 AI Data Centers, Credit & Financing: Stathis Karanikolaidis, JPMorgan
01:30:41 USMCA, Tariffs & North America Trade: Erin McLaughlin, The Conference Board
01:40:36 Fed Rate Hikes & Bond Market: Jim Bianco, Bianco Research
01:53:23 Jobs Report, Interest Rates & the Fed: Andrew Hollenhorst, Citi
02:04:08 AI Cars & Autonomous Driving: Ivan Espinosa, Nissan
02:18:03 Bonds, AI Investing & the Fed: Jordan Jackson, JPMorgan Asset Management
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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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Lisa Abramowicz: https://twitter.com/lisaabramowicz1
Annmarie Hordern: https://twitter.com/annmarie
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