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
00:05:25 – Market Rebound Driven by Sector Rotation: Truist’s Lerner
00:17:26 – Coates on US-Iran Peace Deal Details
00:29:45 – Dan Ives on US-Anthropic Talks, AI M&A, Open AI Losses
00:39:52 – Former Fed Governor Duke Expects Dot Plot ‘To Go’ Under Warsh
00:51:41 – Fernandez Sees Room for Market Gains
01:04:37 – Morgan Stanley’s Salvatore on Key Factors Ahead of Midterm Elections
01:17:18 – Cleo Capital’s Kunst on Investing in Sovereign AI Capabilities
01:27:34 – The Future of Forward Guidance Under Fed Chair Warsh
01:38:36 – Julie Biel on Importance of Fed Forward Guidance
01:50:24 – Cisco’s Patel on Security Challenges and Innovations in AI With Project Glasswing Collaboration
02:10:50 – FOMC Could Signal Dovish Shift as Oil Prices Drop: Citi’s Hollenhorst
02:18:47 – Market Valuation Sustainable Only if Earnings Grow or Yields Decline: StoneX Group
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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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Annmarie Hordern: https://twitter.com/annmarie
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