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Chapters:
00:00:00 – Bloomberg Surveillance starts
00:04:43 – This Will Be a Summer of the Bond Market, Goncalves Says
00:17:54 – Steven Cook Says US-Iran Deal "Heavily Favors" Iran
00:31:38 – Peterson Institute’s Posen Says No Fed Rate Hikes Before Midterms
00:41:46 – CBOE’s Schwartz on SpaceX’s Strong Start
00:52:02 – Morgan Stanley’s Wilson Says Investors Looking Past War
01:06:18 – Oil Selloff Seen as ‘Unwarranted’ by Rapidan’s McNally
01:19:05 – Rosengren on Warsh’s Communication Style, Dot Plot
01:29:26 – BTG Pactual Sees Room for Suprise Under Warsh’s Fed
01:40:59 – Nuveen CIO Says Expect Broadening Markets
01:53:13 – T. Rowe Price’s Rizzo on SpaceX & AI
02:04:22 – UBS’s Pingle on Retail Sales Data, Fed Rate Decision
02:17:56 – Gwinn on Pricing Markets With a Flat Fed Path
——–
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