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
00:04:25 Oppenheimer’s John Stoltzfus on AI Stocks, Nvidia, S&P 500 & Market Outlook
00:18:16 Veda Partners’ Henrietta Treyz on Iran, Trump Sanctions & Strait of Hormuz
00:30:43 Wedbush’s Dan Ives on Nvidia, Microsoft, AI Spending & Big Tech
00:41:27 Morgan Stanley’s Matt Hornbach on Fed Rates, Inflation & Jobs Report
00:52:23 BlackRock’s Wei Li on AI Investing, US Stocks & Global Markets
01:05:51 Marc Short on Trump, Supreme Court, Federal Reserve & Lisa Cook
01:17:46 Barclays’ Venu Krishna on S&P 500 Target, AI Bubble & Tech Stocks
01:28:21 JPMorgan’s Bob Michele on Fed Policy, Bonds & Inflation
01:40:05 Charles Schwab’s Kevin Gordon on AI Trade, Tech Stocks & Market Breadth
01:53:54 CIBC’s Rebecca Babin on Oil Prices, OPEC+, Iran & Energy Markets
02:05:27 ITR Economics’ Lauren Saidel-Baker on Jobs Report, Hiring & US Economy
02:15:44 Carlyle’s David Rubenstein on Kevin Warsh, AI Investing & Fed Independence
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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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Annmarie Hordern: https://twitter.com/annmarie
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