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 Capital Rush, Bond Market Risk and Consumer Cracks
04:21 US Consumer Resilience Starting to Show Cracks — Lori Calvasina, RBC Capital Markets
18:11 No Confidence in an Iran Peace Deal — Steven Cook, Council on Foreign Relations
30:44 BOJ Is Running Out of Options to Support the Yen — Sonja Marten, DZ Bank
41:00 Fed Hawks May Push Rate Hikes Further Out — Neil Dutta, Renaissance Macro Research
51:28 Risk Appetite Is Fueling a New Leverage Cycle — Chris Harvey, CIBC
1:05:53 Iran Risk Changes When the Off-Ramp Disappears — Ed Mills, Raymond James
1:19:52 Nvidia's Next AI Moat Could Be Financing — CJ Muse, Cantor Fitzgerald
1:29:45 Long-End Bond Yields Keep Drifting Higher — Steven Major, Tradition Dubai
1:40:17 Bond Market Is Underpricing Inflation Risk — Darrell Cronk, Wells Fargo
1:53:52 AI Market Is Big Enough for OpenAI and Anthropic — Matt Kennedy, Renaissance Capital
2:09:12 Target Is Bringing Back Its Retail Magic — Dana Telsey, Telsey Advisory Group
2:18:20 AI Monetization Gives Chip Rally More Runway — Abby Yoder, JPMorgan Private Bank
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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:
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LinkedIn: https://www.linkedin.com/company/bloomberg-news/
Chapters:
00:00 AI Capital Rush, Bond Market Risk and Consumer Cracks
04:21 US Consumer Resilience Starting to Show Cracks — Lori Calvasina, RBC Capital Markets
18:11 No Confidence in an Iran Peace Deal — Steven Cook, Council on Foreign Relations
30:44 BOJ Is Running Out of Options to Support the Yen — Sonja Marten, DZ Bank
41:00 Fed Hawks May Push Rate Hikes Further Out — Neil Dutta, Renaissance Macro Research
51:28 Risk Appetite Is Fueling a New Leverage Cycle — Chris Harvey, CIBC
1:05:53 Iran Risk Changes When the Off-Ramp Disappears — Ed Mills, Raymond James
1:19:52 Nvidia's Next AI Moat Could Be Financing — CJ Muse, Cantor Fitzgerald
1:29:45 Long-End Bond Yields Keep Drifting Higher — Steven Major, Tradition Dubai
1:40:17 Bond Market Is Underpricing Inflation Risk — Darrell Cronk, Wells Fargo
1:53:52 AI Market Is Big Enough for OpenAI and Anthropic — Matt Kennedy, Renaissance Capital
2:09:12 Target Is Bringing Back Its Retail Magic — Dana Telsey, Telsey Advisory Group
2:18:20 AI Monetization Gives Chip Rally More Runway — Abby Yoder, JPMorgan Private Bank
--------
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/