Bloomberg Surveillance 5/13/2026

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:
00:00:00 – 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
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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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