Bloomberg Surveillance 4/21/2026

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
00:06:39 – Maxim Group’s Forte on Apple’s John Ternus Succeeding Tim Cook as CEO
00:16:19 – Markets Showing Durability Off of March Lows: Strategas’ Verrone
00:30:57 – Fmr. Deputy National Security Advisor Yates on US-Iran Ceasefire Expiration
00:42:37 – Morgan Stanley’s Sheets on New Fed Leadership
00:52:21 – BofA’s Subramanian Sees a Moment to Weigh Positive, Negative Surprises
01:05:59 – CFRA Research’s Zino Sees Apple CEO Succession as Timely Move
01:19:06 – Steven Cook on Where US-Iran Go Following Ceasefire Expiration
01:30:25 – Nuveen’s Rodriguez on Warsh Confirmation Hearing, Fed Expectations
01:40:10 – AlphaSimplex’s Kaminski on Markets, Inflation and Oil Shock
01:48:09 – LightShed Partners’ Piecyk on New Apple CEO Facing AI Challenges
02:05:45 – The Conference Board’s Highlights Impact of Inflation on Retail Sales
02:16:40 – Future Standard’s Gayeski on Warsh’s Dovish Stance, Fed-Treasury Dynamics
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Annmarie Hordern: https://twitter.com/annmarie

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