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
01:23 AI Stocks & Market Rally — Alex Altmann, Barclays
03:51 AI Trade, Tech Rotation & Stock Market — Max Kettner, HSBC
20:11 NATO Summit, Defense Spending & Trump — Tobin Marcus, Wolfe Research
31:47 AI Bubble, SK Hynix IPO & Memory Stocks — Sarah Kunst, Cleo Capital
41:31 Fed, Jobs Report & Interest Rates — Kelsey Berro, JPMorgan Asset Management
50:31 Stock Market, AI & Fed Outlook — Mike Wilson, Morgan Stanley
01:06:17 NATO, Ukraine & Global Markets — Henrietta Treyz, Veda Partners
01:16:25 AI Earnings, Stock Market & Tech Outlook — Noah Weisberger, BCA Research
01:27:43 Fed Outlook, Inflation & Interest Rates — Neil Dutta, Renaissance Macro
01:38:23 AI Trade, Tech Rotation & Semiconductors — Sarah Hunt, Alpine Saxon Woods
01:41:28 AI Stocks, Big Tech & Earnings — Greg Boutle, BNP Paribas
01:51:52 AI Memory Stocks & SK Hynix IPO — Tom O'Malley, Barclays
02:05:11 Fed Rate Cuts, Jobs Report & Inflation — Veronica Clark, Citi
02:16:44 Bond Market, Treasury Yields & Fed — Earl Davis, BMO
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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
Subscribe and turn on notifications so you don't miss any new Bloomberg Television videos: https://tinyurl.com/ysu5b8a9
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
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TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/
Chapters:
00:00:00 Bloomberg Surveillance starts
01:23 AI Stocks & Market Rally — Alex Altmann, Barclays
03:51 AI Trade, Tech Rotation & Stock Market — Max Kettner, HSBC
20:11 NATO Summit, Defense Spending & Trump — Tobin Marcus, Wolfe Research
31:47 AI Bubble, SK Hynix IPO & Memory Stocks — Sarah Kunst, Cleo Capital
41:31 Fed, Jobs Report & Interest Rates — Kelsey Berro, JPMorgan Asset Management
50:31 Stock Market, AI & Fed Outlook — Mike Wilson, Morgan Stanley
01:06:17 NATO, Ukraine & Global Markets — Henrietta Treyz, Veda Partners
01:16:25 AI Earnings, Stock Market & Tech Outlook — Noah Weisberger, BCA Research
01:27:43 Fed Outlook, Inflation & Interest Rates — Neil Dutta, Renaissance Macro
01:38:23 AI Trade, Tech Rotation & Semiconductors — Sarah Hunt, Alpine Saxon Woods
01:41:28 AI Stocks, Big Tech & Earnings — Greg Boutle, BNP Paribas
01:51:52 AI Memory Stocks & SK Hynix IPO — Tom O'Malley, Barclays
02:05:11 Fed Rate Cuts, Jobs Report & Inflation — Veronica Clark, Citi
02:16:44 Bond Market, Treasury Yields & Fed — Earl Davis, BMO
--------
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
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/