Bloomberg Surveillance 7/23/2026

On Jul 23, 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
00:04:31 – BlackRock’s Russ Koesterich on Tech Stocks
00:17:50 – Eurasia Group Managing Director of US Jon Lieber on US-Iran Conflict
00:32:39 – D.A. Davidson Head of Technology Research Gil Luria on Alphabet Capex
00:41:50 – Citi Research US Economist Veronica Clark on Markets’ Reaction to Iran Conflict
00:52:44 – Jim Caron of Morgan Stanley Investment Management on Tech Spending Plans
01:05:22 – Rep. French Hill (R-AR) on Iran Conflict Budget
01:20:43 – Baird Senior Research Analyst Ben Kallo on Tesla Profit Decline
01:28:48 – Daragh Maher of HSBC on Global Central Banks’ Inflation Risks
01:40:17 – Wells Fargo Chief Equity Strategist Ohsung Kwon on Alphabet Ramping Up AI Spending
01:55:54 – Pooja Kumar of TD Securities on ECB Interest Rate Decision
02:04:52 – FHN Financial Senior Economist Sophia Kearney-Lederman on the Economy
02:16:56 – ECB President Lagarde Speaks After Rate Decision
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Annmarie Hordern: https://twitter.com/annmarie

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