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
00:08:08 – Principal’s Shah: Investors to Stay Focused on Tech
00:19:37 – Wolfe Research Has Modest Expectations for Trump-Xi Summit
00:30:03 – SocGen’s Jukes: UK Political Uncertainty Drives Gilt Yields to Highest Levels in Decades
00:39:32 – New Century Advisors’ Sahm Says Government Shutdown Still Distorting Data
00:52:11 – Crossmark Global Investments Sees Tale of Two Economies: AI & Everything Else
01:20:54 – Morgan Stanley’s Carpenter Sees Disinflation Resuming in Second Half of 2026
01:35:38 – China Leveraging Chokepoints in Economic Warfare: Fishman
01:48:04 – Cantor Fitzgerald’s Johnston on Market Reaction to Trump-Xi Summit
02:00:17 – SW Retail Advisors’ Widlitz: Consumers Feeling Cost Crunch
02:08:35 – Consumers Still Face Months of Pain, Piegza Says
02:23:09 – Macquarie’s Wizman on Fed Inflation Concerns
——–
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
Subscribe and turn on notifications so you don’t miss any new Bloomberg Television videos: https://tinyurl.com/ysu5b8a9
Follow Bloomberg for business news & analysis, up-to-the-minute market data, features, profiles and more: http://www.bloomberg.com
Follow Surveillance on X at: https://twitter.com/bsurveillance
Follow the hosts:
Jonathan Ferro: https://twitter.com/FerroTV
Lisa Abramowicz: https://twitter.com/lisaabramowicz1
Annmarie Hordern: https://twitter.com/annmarie
Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/
Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/
source
![Token maxxing + Jensen Huang joins Trump in China + OpenAI vs Elon Musk [Morning Brief Full Episode]](https://wp.fifu.app/defi-daily.com/aHR0cHM6Ly9pLnl0aW1nLmNvbS92aS9PMFd5aml6UXZUby9tYXhyZXNkZWZhdWx0LmpwZw/0b73bedc72b2/token-maxxing-jensen-huang-joins-trump-in-china-openai-vs-elon-musk-morning-brief-full-episode.webp?w=75&h=75&c=1&p=139949 "Token maxxing + Jensen Huang joins Trump in China + OpenAI vs Elon Musk [Morning Brief Full Episode]")
