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 Bloomberg Surveillance starts
04:54 Iran Ceasefire Ends, Oil Prices & NATO — Annmarie Hordern, Bloomberg
08:14 Iran, Oil Prices & Fed Outlook — Ed Yardeni, Yardeni Research
19:03 Iran Strikes, Oil Sanctions & Middle East — Victoria Coates
31:43 Amazon AI Spending, Debt Markets & AWS — Tom Forte, Maxim Group
40:49 AI Trade, US Dollar & Global Markets — George Saravelos, Deutsche Bank
52:09 AI Rotation, Chip Stocks & Market Breadth — Dan Greenhaus, Solus
01:07:42 Oil Prices, Fed Outlook & Market Risks — Dan Greenhaus, Solus
01:18:17 Oil Prices, Strait of Hormuz & Energy Markets — Samantha Dart, Goldman Sachs
01:27:48 AI Debt, Big Tech & Capital Markets — Vishal Khanduja, Morgan Stanley
01:44:02 Energy, AI Rotation & Bank Stocks — Tracie McMillion, Wells Fargo
01:57:14 Nvidia, AI Chips & Software Outlook — Gil Luria, DA Davidson
02:17:44 AI CapEx, Tech Rotation & Market Outlook — Scott Chronert, Citi
——–
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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