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 Tech Rally, Hormuz Talks & SpaceX Selloff
03:57 Markets Are Leading the Fed — Noel Dixon, State Street
17:09 Hormuz Talks Leave Major Risks Unresolved — Lt. Gen. Karen Gibson (Ret.), Academy Securities
34:10 CapEx Is the Only Way to Musk’s SpaceX AI Vision — Dan Ives, Wedbush Securities
41:52 Hyperscaler Bonds Beat 30-Year Treasuries — Ashok Bhatia, Neuberger Berman
53:12 Can Tech Earnings Keep Growing? — Alicia Levine, BNY Wealth
1:06:18 Washington Can’t Ignore the AI Buildout — Ariana Salvatore, Morgan Stanley
1:18:31 Hyperscalers Can Handle More Debt — Bryan Whalen, TCW
1:31:39 30-Year Treasuries Aren’t Attractive Yet — Collin Martin, Schwab Center for Financial Research
1:40:20 This Still Feels Like a ‘Hated Rally’ — Monica DiCenso, JPMorgan Private Bank
1:50:04 US Companies Added Fewer Jobs Than Expected in July — Michael McKee
1:51:44 Inflation Is Closer to Target Than It Looks — Andrew Hollenhorst, Citi Research
2:00:50 US Treasury Keeps Debt-Sale Guidance Steady — Michael McKee
2:04:45 Real Yields Are Starting to Reward Investors — Nisha Patel, Parametric
2:17:07 Breakevens Signal an Inflation Warning — Noah Weisberger, BCA Research
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