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 AI Stocks, Fed Outlook & Japan Markets — Bloomberg Surveillance
04:03 AI Investing, Bond Markets & Fed Outlook — George Goncalves, MUFG
17:38 Iran Talks, Oil Prices & Middle East — Steven Cook, Council on Foreign Relations
31:01 SK Hynix IPO, AI Memory & Chip Demand — Jing Jie Yu, Morningstar
40:34 Fed Task Force, Inflation & Interest Rates — Kit Juckes, Société Générale
51:56 AI Chips, Hyperscalers & Tech Rotation — Lisa Shalett, Morgan Stanley
01:05:46 Iran, Oil Prices & Midterm Politics — Ed Mills, Raymond James
01:16:28 Delta Earnings, Airlines & Premium Travel — Stephen Trent, Citi
01:29:00 Fed Task Force, Inflation & Bond Markets — Ed Al-Hussainy, Columbia Threadneedle
01:39:40 AI Earnings, Small Caps & Market Rotation — Liz Ann Sonders, Charles Schwab
01:54:02 SK Hynix IPO, AI Memory & Semiconductors — Jay Goldberg, Seaport Global
02:05:57 Sticky Inflation, Fed Rate Hikes & AI — Nancy Lazar, Piper Sandler
02:17:08 AI Bubble, Chip Stocks & Market Risks — Jonathan Krinsky, BTIG
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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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