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
00:04:25 Ajay Rajadhyaksha (Barclays) | Nvidia, AI Stocks & Why the AI Rally Continues
00:18:42 Norman Roule (CSIS) | Iran, Strait of Hormuz & Oil Market Risks
00:31:22 Momei Qu (PSP Growth) | OpenAI, Samsung & the Global AI Race
00:40:40 Aditya Bhave (BofA Securities) | Fed Rate Hikes, Inflation & Jobs
00:53:42 Alicia Levine (BNY Wealth) | S&P 500 Outlook, AI Earnings & Market Rotation
01:06:50 Alicia Levine (BNY Wealth) | China AI vs OpenAI & Sovereign AI Investing
01:20:24 Nur Cristiana (JPMorgan Private Bank) | USMCA Trade Deal, Mexico & Supply Chains
01:29:59 Steve Englander (Standard Chartered) | Fed, Inflation & Why the Dollar Stays Strong
01:40:06 Jim Caron (Morgan Stanley) | AI Investing, Stocks vs Bonds & Nominal Growth
01:52:49 Amanda Lynam (Goldman Sachs) | Private Credit, AI & Software Risk
02:07:38 Michael Darda (Roth Capital) | Fed Policy, Inflation & the Labor Market
02:17:16 Manish Kabra (SocGen) | S&P 500 to 8000? AI Earnings & the Bull Case
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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
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LinkedIn: https://www.linkedin.com/company/bloomberg-news/
Chapters:
00:00:00 Bloomberg Surveillance starts
00:04:25 Ajay Rajadhyaksha (Barclays) | Nvidia, AI Stocks & Why the AI Rally Continues
00:18:42 Norman Roule (CSIS) | Iran, Strait of Hormuz & Oil Market Risks
00:31:22 Momei Qu (PSP Growth) | OpenAI, Samsung & the Global AI Race
00:40:40 Aditya Bhave (BofA Securities) | Fed Rate Hikes, Inflation & Jobs
00:53:42 Alicia Levine (BNY Wealth) | S&P 500 Outlook, AI Earnings & Market Rotation
01:06:50 Alicia Levine (BNY Wealth) | China AI vs OpenAI & Sovereign AI Investing
01:20:24 Nur Cristiana (JPMorgan Private Bank) | USMCA Trade Deal, Mexico & Supply Chains
01:29:59 Steve Englander (Standard Chartered) | Fed, Inflation & Why the Dollar Stays Strong
01:40:06 Jim Caron (Morgan Stanley) | AI Investing, Stocks vs Bonds & Nominal Growth
01:52:49 Amanda Lynam (Goldman Sachs) | Private Credit, AI & Software Risk
02:07:38 Michael Darda (Roth Capital) | Fed Policy, Inflation & the Labor Market
02:17:16 Manish Kabra (SocGen) | S&P 500 to 8000? AI Earnings & the Bull Case
--------
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/