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 Boom, Fed Complacency and a Consumer Test
04:51 Odds of a Fed Rate Hike May Rise — Julian Emanuel, Evercore ISI
19:56 AI Earnings Power Could Extend the Bull Market — Julian Emanuel, Evercore ISI
32:16 Fast-Food Prices Are Driving Diners Elsewhere — Nick Setyan, Mizuho
42:00 AI Debt Could Crowd Out the US Treasury — James Athey, Marlborough Investment Management
52:12 AI Is Driving Wider Growth — Binky Chadha, Deutsche Bank
1:06:28 Treasury Leans on T-Bills as Deficit Risks Mount — Jeannette Lowe, Baird Strategas
1:17:08 Kalshi Says It Does Not Operate Like a Sports Book — Robert DeNault, Kalshi
1:29:29 High Energy Prices Could Break the US Consumer — Lindsey Piegza, Stifel
1:40:52 AI Momentum Keeps Equities Moving Higher — Katy Kaminski, AlphaSimplex
1:53:21 Target, Walmart Point to a Resilient Consumer — Kylie Cohu, Jefferies
2:01:02 US Retail Sales Drop More Than Expected in July — Michael McKee
2:03:11 Retail Sales Miss Doesn’t Change Fed Hike Call — Aditya Bhave, Bank of America
2:17:29 Fed Rate Hikes Won’t Fix Today’s Inflation — Peter Tchir, Academy Securities
——–
More on Bloomberg Television and Markets

Like this video? Subscribe and turn on notifications so you don’t miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.

See also  Unitree Shares Jump After $904M Shanghai IPO | The China Show | 8/19/2026

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/

More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio

Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals

Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts

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.