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 Middle East Escalation, AI Earnings & Fed Outlook — Bloomberg Surveillance
03:22 Chip Selloff, Tech Upgrade & Market Rotation — Lori Calvasina, RBC Capital Markets
20:14 Weak MOU, Strait of Hormuz & Iran Escalation — Steven Cook, Council on Foreign Relations
34:09 Alphabet Earnings, AI Monetization & Gemini — Sarah Kunst, Cleo Capital
41:59 AI Debt Boom, Hyperscalers & Credit Markets — Kay Herr, JPMorgan Asset Management
51:59 China AI Shock, Cheap Compute & Market Risks — Peter Tchir, Academy Securities
01:06:23 Iran War, Congress & Trump Strategy — Henrietta Treyz, Veda Partners
01:18:03 AI Spending, Google Earnings & Cloud Demand — Ron Josey, Citi
01:25:10 Andy Burnham Takes Office — Lizzy Burden, Bloomberg
01:31:29 Andy Burnham’s First Speech as UK Prime Minister
01:44:42 Global Risks, Oil Markets & Investing — Mike Pyle, BlackRock
01:57:12 Google Cloud, Gemini & AI Returns — Colin Sebastian, Baird
02:13:27 Fed on Hold, Inflation & Interest Rates — Gregory Daco, EY-Parthenon
02:22:37 AI Rotation, Market Positioning & Tech Risks — Ozan Tarman, Deutsche Bank
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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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