Bloomberg Surveillance 6/5/2026
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
00:04:56 – Seaport Research Raises 2026 S&P 500 Target to 8,200
00:21:15 – Seaport Research’s Golub on Risks of Government Stakes in AI
00:35:27 – New Street Research Sees $16 Trillion Space Market by 2045, Supports SpaceX’s Ambitious IPO Valuation
00:43:31 – JPM’s Misra on Labor Market Impact on Inflation
00:53:37 – Focus on True Secular Growth: Morgan Stanley’s Shalett
01:06:32 – Cook Says Trump ‘Looking for a Way Out’
01:19:04 – Nvidia’s Profit Margins Are Safe for Now, Luria Says
01:28:32 – PGIM’s Collins on Strength of the US Jobs Market Ahead of May Payrolls Report
01:39:58 – UBS’s Lovell Sees Broadening AI Trade Beyond Megacap Leaders
01:53:38 – Frankiewicz Sees Stable, Tighter Labor Market
02:06:35 – Inflation Doesn’t Need a Big Response: Wolfe Research’s Roth
02:11:20 – Fed Is in No Hurry to Raise Rates, Rosenberg Says
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Annmarie Hordern: https://twitter.com/annmarie
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