Bloomberg Surveillance 6/25/2026

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 Surveiilance starts
00:04:23 – Sebastien Page (T. Rowe Price): AI Rally & Asset Allocation
00:18:36 – Terry Haines (Pangaea Policy): Trump, Congress & Washington
00:31:24 – Angelo Zino (CFRA): Micron, AI Chips & Semiconductors
00:41:43 – Nela Richardson (ADP): Inflation, Jobs & the U.S. Consumer
00:50:56 – Ohsung Kwon (Wells Fargo): AI Trade, Semiconductors & S&P Outlook
01:05:19 – Brian Gardner (Stifel): Trump, Big Oil & Washington Politics
01:19:33 – Heath Terry (Citi): AI Spending, Enterprise Demand & Hyperscalers
01:29:30 – Meghan Swiber (Bank of America): Fed Outlook, Inflation & Rates
01:40:39 – Liz Ann Sonders (Charles Schwab): AI Rotation, Market Breadth & Investing
01:52:38 – Bill Dudley (Former New York Fed): The Fed’s New Playbook
02:04:46 – Stephanie Roth (Wolfe Research): PCE Reaction & Market Outlook
02:20:11 – Darius Dale (42 Macro): Fed Risks, Inflation & Buying the Dip
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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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