Bloomberg Surveillance 7/21/2026
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 Oil Near $90, Canada Tariffs & Big Tech Earnings — Bloomberg Surveillance
05:00 Big Tech Earnings, AI CapEx & Market Rally — Julian Emanuel, Evercore ISI
19:52 Tariffs, AI Spending & Market Breadth — Julian Emanuel, Evercore ISI
30:38 Oil Above $100? Product Shortages & Energy Risks — Francisco Blanch, BofA Securities
43:11 Burnham’s Spending Plans Test UK Markets — Jane Foley, Rabobank
53:05 Earnings Boom, Fed Risk & Market Leadership — Emily Roland, Manulife John Hancock Investments
01:07:14 Iran Ceasefire, Escalation Risks & Strait of Hormuz — Ariana Salvatore, Morgan Stanley
01:19:23 Investor Fatigue, TSMC & Chip Valuations — Ted Mortonson, Baird
01:32:07 Weak Consumer, AI Growth & Fed Outlook — Joe Davis, Vanguard
01:39:38 GM Boosts Outlook, Premium Truck Pricing & Margins — Paul Jacobson, General Motors
01:52:42 Funding the AI Boom, Hyperscalers & ROI — Abby Yoder, JPMorgan
02:08:57 Three Fed Hikes? Inflation & Bond Markets — Robert Sockin, Citi
02:17:27 Banks Over Bonds, Tech Earnings & Yield Curve — Darrell Cronk, Wells Fargo
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