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
00:04:24 – Clear Harbor’s Kennon Still Sees Risk Despite Semis Rally, Hyperscaler Spending
00:17:54 – CSIS’ Roule on Latest US-Iran Peace Proposal
00:40:50 – It’s Hard to Be Too Bearish, Analyst Ian Harnett Says
00:52:09 – Alpine Saxon Woods’ Hunt Says Higher Prices Fueling Concern
01:06:42 – CNAS’ Ziemba on Upcoming Trump-Xi Summit
01:20:29 – BCA Research Says Crude Prices May Go Higher if Strait of Hormuz Stays Closed
01:30:26 – Morgan Stanley Expects a ‘Spicier’ US Inflation Report: Hornbach
01:41:02 – Seaport Research’s Golub Sees Earnings Driving Market
01:53:30 – HSBC’s Steel on Gold’s Safe Haven Status
02:06:36 – Piper Sandler’s Lazar on Inflation, Fed Policy
02:18:31 – Marquette Associates’ Noviskis Says Market Remains Optimistic Amid AI Surge
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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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