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 than “Bloomberg Surveillance.”
Chapters:
00:00 Bessent’s Bond Challenge, Venezuela Oil and Fed Hike Bets
04:56 Stock Pullbacks Are Buying Opportunities — Sébastien Page, T. Rowe Price
19:26 US-Iran Status Quo Is Working for Both Sides — Clayton Seigle, CSIS
30:36 War, Tariffs Are Driving US Yields Higher — Torsten Slok, Apollo
41:50 Long Bonds May Not Rally in the Next Downturn — Ashok Bhatia, Neuberger Berman
53:31 Rate Hikes Won’t End the Stock Bull Market — Evan Brown, UBS Asset Management
1:07:05 AI Has Become a Midterm Affordability Issue — Ariana Salvatore, Morgan Stanley
1:22:23 Venezuelan Oil Replenishing SPR a ‘Pure Fantasy’ — Stephen Schork, The Schork Group
1:31:04 AI Constraints Are Helping Prevent an Overbuild — Vivek Arya, BofA Securities
1:40:15 Treasuries May No Longer Be a Safe Haven — Kate Moore, Citi Wealth
1:49:31 ADP Says US Companies Added 38,000 Jobs in August — Michael McKee
1:53:39 Higher Costs Could Be the Next Trigger for Layoffs — Yelena Shulyatyeva, The Conference Board
2:07:37 Treasury Buybacks Won’t Be Enough to Lower Rates — Padhraic Garvey, ING
2:18:19 Fed’s Failure to Hike Could Hurt the Bond Market — Kelly Kowalski, MassMutual
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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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