Bloomberg Surveillance 7/16/2026
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 Bank Earnings, Retail Sales & Iran War — Bloomberg Surveillance
04:29 Wall of Worry, Earnings Growth & AI — Brian Levitt, Invesco
19:19 Iran Uses Attacks as Negotiation Tactic, Diplomacy Narrows — Norman Roule, CSIS
40:20 Premium Travel, Fuel Costs & United Outlook — Tom Fitzgerald, TD Cowen
52:50 Historic Earnings Growth, AI CapEx & Market Risks — Jonathan Golub, Seaport Research Partners
01:08:15 US Military Action, Disadvantageous State of Play — Katherine Thompson, Cato Institute
01:18:58 Banks Win Back Market Share, Private Credit & Capital — Thomas Michaud, KBW
01:31:33 Fed’s Hands Are Tied, Inflation & Rates — Oksana Aronov, JPMorgan Asset Management
01:40:53 AI Valuations, Quality Stocks & Market Risks — Julie Biel, Kayne Anderson Rudnick
01:51:06 United Raises Outlook, Brand Loyalty & Travel Demand — Scott Kirby, United Airlines
02:01:00 Retail Sales Beat, Jobless Claims Stay Low — Michael McKee, Bloomberg
02:03:06 Record Bank Earnings, Mythos AI Risks — Brian Moynihan, Bank of America
——–
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
Subscribe and turn on notifications so you don’t miss any new Bloomberg Television videos: https://tinyurl.com/ysu5b8a9
Follow Bloomberg for business news & analysis, up-to-the-minute market data, features, profiles and more: http://www.bloomberg.com
Follow Surveillance on X at: https://twitter.com/bsurveillance
Follow the hosts:
Jonathan Ferro: https://twitter.com/FerroTV
Lisa Abramowicz: https://twitter.com/lisaabramowicz1
Annmarie Hordern: https://twitter.com/annmarie
Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/
Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/
