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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 AI Selloff, Fed Showdown & Big Tech Earnings
06:02 Growth Can't Keep Up With AI Spending — Cameron Dawson, NewEdge Wealth
18:30 US Turns to Oman as Munitions Run Low — Steven Cook, Council on Foreign Relations
31:58 China's Chip Push Challenges AI Leaders — Momei Qu, PSP Growth
42:12 What's Driving the Fed's Family Fight — Jonathan Pingle, UBS Investment Bank
52:13 Markets Seek Proof AI Spending Is Paying Off — Stuart Kaiser, Citi
1:07:35 Fed Talks Hawkish to Avoid Hikes — Stuart Kaiser, Citi
1:17:40 Will AI Consume Investors' Risk Budget? — Jason Thomas, Carlyle
1:30:20 Does the Fed Need Inflation-Fighting Credibility? — Matt Hornbach, Morgan Stanley
1:41:42 AI Fears Aren't Showing Up in Earnings — Mark Lehmann, Citizens
1:54:46 Big Tech Still Sees AI Payoff — Matt Bryson, Wedbush Securities
2:06:56 Midterms Complicate the Fed's Next Move — Thomas Hoenig, Former Kansas City Fed President
2:18:03 Fed Credibility Faces Its Test — Oksana Aronov, JPMorgan Asset Management
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Bloomberg News Editor-in-Chief Emeritus Matt Winkler explains what is behind Canada's investment boom. The country's government poised to attract record investment from outside its borders after foreigners poured $183 billion into Canada’s stocks and bonds in the past year. Winkler says its thanks to "reasonable" policies, crediting Prime Minister Mark Carney -- a Rhodes Scholar, former Bank of Canada Governor, and former Bloomberg Board Chair -- for attracting investors to Canada by being "somebody the world knows very well."
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"Balance of Power" focuses on the intersection of politics and global business. On today's show, Larry Sabato, founder and director of the University of Virginia Center for Politics, says next week's Republican midterm convention, headlined by President Trump, is unlikely to reshape the dynamics of competitive House races. Rep. Greg Casar, chair of the Congressional Progressive Caucus, discusses legislation he is proposing with Sen. Bernie Sanders that would permanently ban artificial superintelligence, temporarily pause advanced AI development, and establish a new federal AI regulator.
Chapters:
00:01:46 Bloomberg's Skylar Woodhouse on Trump Pressures Fed After Strong Jobs Report, Trump Targets Beef Prices With Executive Order
00:04:43 Larry Sabato, Founder and Director of the University of Virginia Center for Politics, on GOP Prepares for First Midterm Convention
00:08:43 Larry Sabato on Missouri Redistricting and the Midterm Map
00:11:06 Larry Sabato on Battle Over Mail-In Voting
00:13:07 Power Moves: Top Financial Moves
00:16:56 Bloomberg's Julia Fanzeres Breaking Down the August Jobs Report
00:18:28 Bloomberg's Mike McGlone on Record Diesel Prices and the Energy Outlook, Outlook for Gold and Bitcoin
00:24:44 Rep. Greg Casar (D-TX) Calls for Superintelligence AI Ban
00:28:00 Rep. Greg Casar (D-TX) Questions OpenAI's AI Safety
00:32:35 Rep. Greg Casar (D-TX) on Democrats, Jeffries and House Leadership
00:37:28 Bloomberg's Anna Edgerton on Judge Blocks Trump's Mail-In Voting Order
00:39:22 Political Panel Reacts: Mail-In Voting Fight, GOP Gears Up for Midterm Convention
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Brent oil surged toward $100 a barrel after Saudi Arabia halted some energy operations near its border with Yemen due to attacks, highlighting risks to supply from the region.
Novartis shares plunge as much as 10%, marking the worst day since 2020, after its del-desiran treatment for a rare muscle-wasting disease failed to meet the primary endpoint in a phase 3 trial. Vontobel said this is another “major pipeline setback.”
The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Guy Johnson and Tom Mackenzie.
Chapters:
00:00:00 - The Opening Trade
00:00:28 - Market Check
00:02:06 - Yen Closes in on 2026 High
00:04:41 - Brent Crude Near 100$/Barrel
00:07:15 - Canada Tariffs Take Effect
00:11:42 - Japan Real Wages Biggest Gain in 5 Years
00:18:29 - US Nonfarm Payrolls
00:27:52 - Goldman Sachs: M&A Across the Globe Up Significantly
00:37:00 - Canada Hits Back at US with New Tariffs
00:47:47 - Stock to Watch: Novartis, Miners, ASML
01:00:54 - Novartis Stock Falls
01:04:25 - Iran Says Oman Hormuz Deal Days Away
01:06:02 - Mistral AI CEO Arthur Mensch
01:15:26 - Global Bond Yields Near Highest Levels in Years
01:26:40 - Marathon Asset Management CEO Bruce Richards
01:32:29 - Bruce Richards on Fed, Energy Prices
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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 Begins
00:06:38 - Clear Harbor Asset Management CEO Aaron Kennon on Market Outlook
00:19:10 - Evercore ISI Vice Chair Krishna Guha on Warsh Fed Confirmation Hearing
00:32:01 - Macquarie Group Global Energy Strategist Vikas Dwivedi on Oil Rise
00:40:32 - BofA President of Consumer, Retail and Preferred Holly O’Neill on Retail Sales Surge
00:51:22 - Goldman Sachs’ Lindsay Rosner on Stocks Rising Despite Geopolitical Conflict
01:04:39 - Former US Defense Secretary Esper on Iran Peace Talks
01:16:37 - Barclays Senior Analyst Oglenski on Fuel Costs Driving Airline Cutbacks
01:29:30 - Former St. Louis Fed President James Bullard on Future of the Fed
01:40:16 - NewEdge Wealth Head of Portfolio Strategy Brian Nick on Stocks
01:54:35 - BNP Paribas Head of US Autos James Picariello on Challenges for Tesla
02:08:34 - Wolfe Research’s Stephanie Roth on Warsh’s Future at The Fed
02:18:24 - Longview Economics CEO Chris Watling on Global Markets
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"Bloomberg: The Asia Trade" brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg TV is live from Tokyo and Sydney with Shery Ahn and Haidi Stroud-Watts, getting insight and analysis from newsmakers and industry leaders on the biggest stories shaping global markets.
Chapters:
00:00:00 - Bloomberg: The Asia Trade begins
00:02:45 - US says it has completed strikes on Iran
00:07:10 - Bessent: Abenomics has worked, now time for Takaichi-nomics
00:09:28 - US 30-year bond on worst stretch since 2006
00:14:18 - Dell boosts annual sales forecast by $25 billion
00:19:51 - RBNZ expected to raise key interest rate to 2.75%
00:23:35 - Bessent suggests US backs BOJ action on the yen
00:31:24 - SEMI President and CEO Ajit Manocha on chips outlook
00:39:17 - Bathla troubles a test for private credit
00:41:33 - Australia's 2Q GDP expected to slow
00:46:43 - Markets open in Japan, South Korea and Australia
00:51:10 - Nomura International Wealth Management's Julia Wang on markets strategy
00:59:54 - Bessent: Iran doesn't have control of strait
01:04:52 - Ueda: Recent rise in JGB yields tracks global yield trends
01:07:38 - BREAKING: Nvidia is said to near $14B deal for Hugging Face this week
01:12:54 - Trumpf Chief Technology Officer Berthold Schmidt on business strategy
01:20:44 - Deficit, inflation fears lift Treasury yields
01:25:42 - Global funds shun yuan options trades on decade-low volatility
01:29:22 - Bloomberg Opinion: Nepal needs more dams to avert flood disasters
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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
00:05:10 - Peter Tchir, Academy Securities
00:17:38 - Vivek Arya, BofA Securities
00:33:02 - Oil Markets Are In Deficit, But Not Shortage, Sen Says
00:41:10 - Vishal Khanduja, Morgan Stanley Investment Mgmt.
00:52:01 - David Lebovitz, JPMorgan Asset Management
01:05:15 - Marc Short, Fmr. Chief of Staff to Fmr. VP Mike Pence
01:18:11 - Dermot McDonogh, BNY CEO
01:30:13 - Sam Lynton-Brown, BNP Paribas
01:41:09 - Lori Calvasina, RBC
01:54:53 - David Bellinger, Mizuho
02:03:49 - Barbara Reinhard, Voya Investment Management
02:11:30 - Emil Michael, US Undersecretary of Defense
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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 Jobs Surprise, Fed Divide and AI Backlash
05:06 Cyclical Weakness Is Starting to Show in Stocks — Chris Verrone, Baird Strategas
20:47 A Quarter-Point Hike Won't End the AI Trade — Chris Verrone, Baird Strategas
30:43 Small-Bank Deregulation Could Unlock More Lending — Jill Castilla, Citizens Bank of Edmond
41:28 Give Disinflation a Chance Before Hiking — Michael Gapen, Morgan Stanley
54:24 A Hold Could Stabilize the Long End — Priya Misra, JPMorgan Asset Management
1:08:05 Political Pressure Won't Sway Rate Policy — Priya Misra, JPMorgan Asset Management
1:21:44 Data Center Backlash Could Start Hurting AI Demand — Mark Newman, Bernstein
1:29:11 Almost Nothing Is Driving Disinflation — Frances Donald, RBC
1:39:23 Fed May Need a -100K Print to Rethink Full Employment — Brian Nick, NewEdge Wealth
1:52:36 Fed Could Be Headed for a Historic 6-6 Vote — Jim Bianco, Bianco Research
2:00:39 US Adds 162,000 Jobs, Topping All Estimates — Michael McKee
2:05:39 Inflation, Not Jobs, Will Dictate the Next Rate Move — Stephanie Roth, Wolfe Research
2:16:16 Risk Assets Can Withstand a Rate Hike — Jeffrey Rosenberg, BlackRock
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“Bloomberg: The China Show” is your definitive source for news and analysis on the world's second-biggest economy. From politics and policy to tech and trends, Yvonne Man and David Ingles give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.
Chapters:
00:00:00 - The China Show Opens
00:03:35 - Brent nears $100 a barrel after US strikes near Kharg Island
00:07:31 - Bessent dares traders to bet against the yen
00:10:03 - Is the yuan starting to stretch?
00:14:22 - US hits Ford over Chinese auto ties
00:16:35 - China stocks show signs of nearing a short-term bottom
00:24:36 - Breaking: China consumer, producer price hikes pick up
00:25:26 - Crédit Agricole's Xiaojia Zhi on China's inflation data
00:36:33 - Former BOK Governor Rhee on the Korean won, China's AI sector
00:50:06 - Bond rush builds as issuers race to avoid headwinds
00:53:10 - Jefferies' Christopher Wood on markets, geopolitical tensions
01:12:03 - MangoBoost's Jangwoo Kim on fundraising plans
01:21:12 - China's IPO lottery creates windfalls for some investors
01:24:03 - Philippine Defense Chief blasts China at Seoul security event
01:29:04 - Modi calls for broader links to India's digital payments network
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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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With the US now $40 trillion in the red, the US Treasury’s sudden move to rein in bond yields has cast a spotlight on who is, and isn’t, purchasing American debt these days. #trump #usa #news #politics
The rise in US debt is expected to continue, with interest costs now the third-largest part of the budget, and the government getting closer to the statutory debt ceiling of $41.1 trillion.
Read more: https://www.bloomberg.com/news..../articles/2026-08-19
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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
00:03:48 - Oil Prices Are Wrong, Says JPMorgan’s Jack Caffrey
00:15:12 - Academy Securites' Gibson on Israel-Iran Clashes and Peace Talks
00:28:48 - Maxim Group's Forte on OpenAI and Anthropic IPO Timing
00:38:51 - Deutsche Bank's Saravelos on AI's Inflationary Pressure
00:50:59 - Reinhard Sees Strong Demand for Mega IPOs Amid AI-Led Momentum
01:03:21 - Cato Institute's Huddleston on Potential Public-Private Partnerships in AI Policy
01:16:39 - Ark Invest's Keeney on SpaceX IPO
01:26:42 - BNP Sees Three Fed Rate Hikes Starting in December
01:39:13 - Liquidity Events Driving Markets: Miskin
01:52:40 - DA Davidson's Luria on OpenAI IPO Risks
02:05:24 - Nomura Forecasts Core CPI Inflation to Decelerate Below Consensus in May
02:17:29 - Parametric's Patel Expects Interest Rates to Remain Steady
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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:
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04:03 Stock Market, AI & Fed Outlook: Brian Levitt, Invesco
19:22 Tech Rotation, China & AI Investing: Brian Levitt, Invesco
34:41 Nvidia, AI Chip Stocks & Semiconductors: Angelo Zino, CFRA
43:09 Small Caps, Market Rally & AI Trade: Jill Carey Hall, Bank of America
53:45 Inflation, Markets & the Fed: Victoria Fernandez, Crossmark
01:06:07 AI Regulation, China & National Security: Ed Mills, Raymond James
01:19:40 AI Data Centers, Credit & Financing: Stathis Karanikolaidis, JPMorgan
01:30:41 USMCA, Tariffs & North America Trade: Erin McLaughlin, The Conference Board
01:40:36 Fed Rate Hikes & Bond Market: Jim Bianco, Bianco Research
01:53:23 Jobs Report, Interest Rates & the Fed: Andrew Hollenhorst, Citi
02:04:08 AI Cars & Autonomous Driving: Ivan Espinosa, Nissan
02:18:03 Bonds, AI Investing & the Fed: Jordan Jackson, JPMorgan Asset Management
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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
00:04:17 - Barclays' Rajadhyaksha Says Turning Neutral on Risk Assets
00:19:03 - Maxim Group's Forte on Apple Earnings, New Leadership
00:41:46 - UBS's Watt on Resilience of US Economy
00:52:55 - Crossmark Sees Tech, AI Driving Bull Market
01:06:15 - Raymond James' Mills on Renewed Escalation Fears in US-Iran War
01:18:08 - How Iran War Is Changing Global Supply Chains: Shahmir Khaliq
01:29:46 - Goldman's Lynam on Big Tech's AI Spending Spree, Corporate Credit
01:43:19 - JPMorgan's Yoder on Earnings Strength, Oil Prices
01:55:11 - Ives Sees Apple 'Golden Age' as It Monetizes Consumer AI
02:07:08 - Fed Expected to Hold Rates with Potential Cut in Late 2026, Says Grindal
02:17:08 - Artemis II Is Just NASA's Opening Act, Isaacman Says
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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
00:04:10 - Warsh Is a Hawk in Dove's Clothing, Yardeni Says
00:17:45 - Iran Deal Buys Time, Not Trust, CSIS' Roule Says
00:31:15 - Cato Institute's Huddleston on Future of AI Regulation
00:41:08 - Goldman Sees More Two-Year Volatility Under Warsh Fed
00:53:04 - TD Securities Delays BOE Rate Cut Forecast to 2027
01:05:34 - US and Iran Sign Deal in Step Towards Ending War
01:19:12 - Partners Group Sees Flipping Rate Expectations
01:28:58 - Esther George on Warsh's Fed Task Forces
01:40:12 - Citi's Chronert Sees Fed Rate Cuts Later This Year Despite Hawkish Tone
01:51:36 - SpaceX Demand Is 'Off the Charts,' Says Schwab CEO
02:04:26 - Sahm Criticizes Warsh, Says Fed Needs to Show Their Work
02:18:11 - Market Optimism Faces Risks Amid High Earnings Expectations: Noviskis
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The news doesn’t stop when markets close. Hosts David Gura, Christina Ruffini and Lisa Mateo bring clarity, context and a bit of humor to the weekend’s biggest headlines, LIVE from New York. Joined by BBC Chief International Correspondent Lyse Doucet, AFL-CIO President Liz Shuler, Michigan Rep. Haley Stevens and California Rep. Kevin Kiley.
Chapters:
00:00:00 - Bloomberg This Weekend Begins
00:01:31 - News Now with Lisa Mateo
00:04:28 - Iran Targets Oil Tankers in Response to US Strikes
00:06:48 - US Strikes 3 Iranian Tankers in Response to Attacks
00:09:54 - US Envoys Kushner & Witkoff Arrive in Ukraine
00:13:51 - Germany Holding Key State Election Today
00:16:12 - German Election Pose Risk to Chancellor Merz
00:18:00 - Lisa Mateo with News Now
00:19:19 - Canada’ Reciprocal Tariffs to Take Effect Tuesday
00:21:17 - Bessent: Canada Tariffs “Negligable” Impact on US
00:23:06 - New Canadian Tariffs to Hit Metals & Machinery
00:28:34 - The Big Business of Helping the Rich Dodge Taxes
00:31:28 - News Now with Lisa Mateo
00:33:00 - BBC Goes Inside Afghanistan Ahead of 9/11 Anniversary
00:35:29 - BBC Reporter Explores Life Under Taliban Rule
00:41:29 - BTW with Lisa Mateo
00:48:29 - Top of the Hour with Bloomberg This Weekend
00:50:10 - Lisa Mateo with News Now
00:52:43 - Iran Says It Targeted Tankers in Response to US Strikes
01:00:12 - Trump Blames Biden For Giving Weapons o Ukraine
01:01:36 - USS Lincoln Docks in Thailand After 9 Months at Sea
01:02:41 - Thai City Rolls Out Red Carpet for US Sailors
01:03:51 - Sailors Share Troubling Stories From Department
01:06:30 - News Now with Lisa Mateo
01:08:16 - AFL-CIO President Joins Bloomberg This Weekend
01:20:00 - Lisa Mateo with News Now
01:22:15 - This Week: Republican Midterm Convention in Dallas
01:25:20 - Trump’s MAGA INC. Sends $10M to Aid Ken Paxton
01:28:43 - Obama to Headline NYC Fundraiser on Thursday
01:30:00 - Ad - British Food Culture Hits the United States
01:37:00 - ad - Top of the Hour with Bloomberg This Weekend
01:37:44 - Headlines with Lisa Mateo
01:40:26 - Kushner, Witkoff Meet Zelenskyy in First Visit to Kyiv
01:42:47 - Rep. Haley Stevens Joins Bloomberg This Weekend
01:56:25 - Rep. Kevin Kiley Joins Bloomberg This Weekend
02:06:51 - News Now with Lisa Mateo
02:09:44 - The Real Toll of Europe’s Heatwave
02:12:00 - Lisa Mateo with News Now
02:13:26 - LA Clippers Fined $40M, Lose 5 Picks for Salary Cap Circumvention
02:16:39 - WNBA Commissioner Engelbert to Retire After Seven Years
02:17:36 - Bloomberg Power Players
02:18:53 - NYC’s US Open Tickets Tumble to Below $100 a Seat
02:19:57 - Cannabis Fumes Distract Tennis Stars at US Open
02:22:01 - Pointed: The News Quiz for Risk Takers
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The far-right Alternative for Germany scored its best-ever result in a state election on Sunday amid growing public discontent with the political establishment, delivering a powerful blow to Chancellor Friedrich Merz.
Iran and the US carried out what appeared to be their largest tit-for-tat tanker strikes yet over the weekend, pushing oil prices higher as both nations continue to escalate a six-month war that has disrupted shipping and stoked global inflation.
The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Guy Johnson.
Chapters:
00:00:00 - The Opening Trade
00:00:47 - Market Check
00:02:18 - Asia Tech Stocks
00:03:55 - China Injects Capital into Mega Banks
00:05:45 - US Inflation
00:08:40 - AfD Wins German Election in Saxony-Anhalt
00:13:19 - Novartis Stock Falls
00:17:11 - US-Iran Tanker Attacks
00:22:04 - OpenAI GPT-6 Astra
00:26:51 - Friedrich Merz' AfD Warning
00:30:55 - France Will Continue Ukraine Support: Jordan Bardella
00:43:29 - Japan Likely Sold Treasuries to Fund Intervention
00:48:00 - Stocks to Watch: Novartis, EssilorLuxottica, Autos
01:05:35 - Oil, Gas Prices Rise
01:10:07 - Germany's AfD's Best Results Ever in State Election
01:15:21 - China Injects $45B in Banks
01:23:54 - AfD Falls Short of Majority in State Vote
01:30:03 - UK Chancellor John Healey to Speak
01:34:34 - ECB Rate Decision
--------
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US equity futures and global bonds fall as higher oil prices fuel inflation concerns and bets that central banks will raise interest rates in September. Two oil supertankers were struck by projectiles while attempting to exit the Strait of Hormuz. US Army Secretary Dan Driscoll resigns after clashing with Defense Secretary Hegseth. Anthropic agrees to a $35 billion computing deal with Lambda, a cloud provider backed by Nvidia. Wei Li of BlackRock discusses the risks and income opportunities within the fixed income market.
Chapters:
00:00:00 - Bloomberg Brief Begins
00:00:44 - Global Market Check: Global Bond Selloff & Asian Markets
00:02:38 - European Markets & Rising Yields
00:03:46 - US Treasury Yields, Oil & Market Outlook
00:05:04 - First Look Movers
00:06:01 - Trump, Iran & Strait of Hormuz Tensions
00:10:00 - Global Bond Yields & Fed Rate Hike Outlook
00:15:23 - US Plan for Venezuela's Oil Reserves
00:17:46 - Anthropic's $35 Billion AI Capacity Deal, Chinese AI Companies & Monetization
00:20:28 - Front Page News
00:23:38 - Wei Li, BlackRock Global Chief Investment Strategist, on Rising Global Yields, What's Driving the Bond Market Selloff, & Fed Policy, & September FOMC
00:33:26 - Trending on the Terminal
00:34:44 - Trump on Iran & US Munitions
00:35:06 - Pentagon Resignations & Iran War, US-Venezuela Oil Deal, & Medicare Drug Prices & Midterm Politics
00:39:32 - Anthropic, Lambda & AI Infrastructure, Shein IPO & Market Reaction
00:42:17 - What to Watch
--------
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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 Begins
00:04:46 - RBC Head of US Equity Strategies Lori Calvasina on Market Outlook
00:18:13 - Former Senior US Intelligence Official Norman Roule on Strait of Hormuz Future
00:31:30 - The Schork Group Principal & Editor Stephen Schork on Rise in Oil Prices
00:41:25 - Franklin Templeton Fixed Income Executive VP Sonal Desai on Fed Credibility
00:53:11 - Blackrock’s Russ Koesterich on Record High Stocks
01:04:47 - Veda Partners’ Henrietta Treyz on Iran Plan to Open Strait
01:18:41 - BTIG Chief Market Technician Jonathan Krinsky on Surge in Chip Stocks
01:29:16 - Schwab Center’s Collin Martin on Future of Warsh-Led Fed
01:40:00 - Citi Wealth at Work Head Kristen Bitterly on Big Tech Earnings
01:51:47 - Apollo Infrastructure Group Head Olivia Wassenaar on Investing in Infrastructure
02:05:46 - EY-Parthenon Chief Economist Greg Daco on the Fed Structure
02:17:15 - Niles Investment Mgmt. Founder Dan Niles on Upcoming Tech Earnings Report
--------
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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
00:04:25 Oppenheimer's John Stoltzfus on AI Stocks, Nvidia, S&P 500 & Market Outlook
00:18:16 Veda Partners' Henrietta Treyz on Iran, Trump Sanctions & Strait of Hormuz
00:30:43 Wedbush's Dan Ives on Nvidia, Microsoft, AI Spending & Big Tech
00:41:27 Morgan Stanley's Matt Hornbach on Fed Rates, Inflation & Jobs Report
00:52:23 BlackRock's Wei Li on AI Investing, US Stocks & Global Markets
01:05:51 Marc Short on Trump, Supreme Court, Federal Reserve & Lisa Cook
01:17:46 Barclays' Venu Krishna on S&P 500 Target, AI Bubble & Tech Stocks
01:28:21 JPMorgan's Bob Michele on Fed Policy, Bonds & Inflation
01:40:05 Charles Schwab's Kevin Gordon on AI Trade, Tech Stocks & Market Breadth
01:53:54 CIBC's Rebecca Babin on Oil Prices, OPEC+, Iran & Energy Markets
02:05:27 ITR Economics' Lauren Saidel-Baker on Jobs Report, Hiring & US Economy
02:15:44 Carlyle's David Rubenstein on Kevin Warsh, AI Investing & Fed Independence
--------
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