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
00:03:55 – Citi Research’s Rowe Says Fed Faces Difficult Decisions
00:16:50 – Pangaea Policy’s Haines on Impact of US-Iran War on Midterm Elections
00:32:28 – Cleo Capital’s Kunst Looks Ahead to Nvidia Results
00:40:34 – JPM’s Berro on Why Bonds Feel Different to Past Selloffs
00:53:15 – Dan Greenhaus on US 10-Year Yield, Inflation and Potential Market Corrections
01:17:59 – Forrester’s Kodali on Walmart, Target Earnings
01:28:11 – BofA’s Blanch Says US Faces Challening Summer Gas Season
01:41:35 – SoFi’s Thomas Highlights AI Strength Amid Rising Yields Impacting Equities
01:51:32 – Europe Won’t Run Out of Jet Fuel, Ryanair CEO Says
02:05:48 – Citi’s Clark Sees Rising Summer Unemployment as Key to Fed Rate Cuts
02:18:04 – Schwab’s Martin on Outlook for Treasury Yields
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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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Jonathan Ferro: https://twitter.com/FerroTV
Lisa Abramowicz: https://twitter.com/lisaabramowicz1
Annmarie Hordern: https://twitter.com/annmarie
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