Bloomberg Surveillance 7/9/2026
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 AI Trade, Fed Rate Outlook & Iran Tensions — Bloomberg Surveillance
06:22 AI Bubble, Fed Hikes & Big Tech Spending — Bob Elliott, Unlimited Funds
18:52 Iran Strikes, Strait of Hormuz & Middle East — Norman Roule, CSIS
32:41 AI Memory, SK Hynix & Chip Demand — Rolf Bulk, Futurum Equities
41:22 Fed Rate Hikes, Inflation & AI Spending — Claudia Sahm, New Century Advisors
52:55 AI Investing, Market Rotation & Tech Outlook — David Lebovitz, JPMorgan Asset Management
01:07:55 Iran, Strait of Hormuz & Military Strategy — Lt. Gen. Karen Gibson (Ret.), Academy Securities
01:18:30 Record M&A, AI Investment & Capital Markets — Vito Sperduto, RBC Capital Markets
01:29:39 Fed Rate Hikes, Bond Yields & Inflation — Greg Peters, PGIM Fixed Income
01:39:12 AI Rotation, Biotech & Stock Market — Michelle Weaver, Morgan Stanley
01:52:31 Delta Earnings, Travel Demand & Airlines — Savanthi Syth, Raymond James
02:05:56 Jobs Report, Labor Market & Fed Outlook — Nela Richardson, ADP
02:20:03 AI Investment, SK Hynix & Chip Stocks — Matt Stucky, Northwestern Mutual
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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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Lisa Abramowicz: https://twitter.com/lisaabramowicz1
Annmarie Hordern: https://twitter.com/annmarie
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