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 Financing, Fed Rate Hikes and Iran
05:06 Capital Demand Is Putting Pressure on Rates – Marvin Loh, State Street
17:10 Iran Has Leverage as US Tries to Wait It Out – Lt. Gen. Karen Gibson (Ret.), Academy Securities
30:06 IHG Sees Positive Momentum Continuing in Second Half – Elie Maalouf, IHG Hotels & Resorts
41:32 Fed Needs More Data to Rule Out Rate Hikes – Kelsey Berro, JPMorgan Asset Management
53:53 AI Debt Boom Puts Leverage in Focus – Anastasia Amoroso, Partners Group
1:05:23 Democratic Primaries Could Reshape the 2028 Race – Libby Cantrill, PIMCO
1:17:48 The K-Shaped Consumer Divide Is Closing – David Tinsley, Bank of America Institute
1:28:45 Yen Intervention Was Largely a One-Off – Mark McCormick, BMO Capital Markets
1:40:42 AI Earnings Keep the CapEx Boom Going – Omar Aguilar, Schwab Asset Management
1:53:19 The Next AI Opportunity Is Infrastructure – Isabelle Freidheim, Athena Capital
2:06:13 Oil Keeps Inflation Risks Tilted to the Upside – Sophia Kearney-Lederman, FHN Financial
2:14:37 AI Infrastructure Still Has Room to Run – Kristen Bitterly, Citi Global Wealth at Work
——–
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

Subscribe and turn on notifications so you don’t miss any new Bloomberg Television videos: https://tinyurl.com/ysu5b8a9

See also  What Do Central Banks Know That You Don’t?

Follow Bloomberg for business news & analysis, up-to-the-minute market data, features, profiles and more: http://www.bloomberg.com

Follow Surveillance on X at: https://twitter.com/bsurveillance

Follow the hosts:
Jonathan Ferro: https://twitter.com/FerroTV
Lisa Abramowicz: https://twitter.com/lisaabramowicz1
Annmarie Hordern: https://twitter.com/annmarie

Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/

Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/

source

Author

Shin John
Shin JohnYtv Market News
Share-market news writer and analyst with deep experience covering equities, commodities, forex, and cryptocurrencies for readers in the USA, UK, Canada, and Australia. Ytv Market News delivers timely market updates, practical trading insights, and clear explanations of macro and company-level catalysts that move prices. Combines on-the-ground financial reporting with technical analysis, using concise charts and actionable ideas to help investors and traders make smarter decisions.