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
00:06:23 – Market Exuberance Driven by AI, Says Clear Harbor’s Kennon
00:19:06 – Treyz Says Gas Prices Have Remained Surprisingly Low
00:30:21 – Cleo Capital’s Kunst on Nvidia’s Expansion Into PC Market
00:38:38 – Economist Slok Doesn’t Expect AI to Impact May Payrolls
00:53:03 – Alpine Saxon Hunt’s Woods on Earnings Enthusiasm
01:09:32 – Hunt on Upcoming Eco Data
01:19:08 – Bank of America’s Miller on AI’s Impact on Businesses, Workforce
01:29:36 – Columbia Threadneedle on Repricing the Fed
01:40:16 – Energy Price Pressures and Inflation Expectations Drive Bond Yields Higher: Academy Securities’ Tchir
01:54:55 – Kallergis Rowland on Investing in AI in Private Markets
02:06:46 – Piper Sandler’s Lazar Sees Sustained Employment Growth as Inflation Peaks
02:16:14 – BCA Research’s Weisberger on Market Shifts, CapEx Trends, S&P 500 Outlook
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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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