Bloomberg Surveillance 7/21/2026: Bloomberg Television update
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
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 Oil Near $90, Canada Tariffs & Big Tech Earnings — Bloomberg Surveillance 05:00 Big Tech Earnings, AI CapEx & Market Rally — Julian Emanuel, Evercore ISI 19:52 Tariffs, AI Spending & Market Breadth — Julian Emanuel, Evercore ISI 30:38 Oil Above $100?
Product Shortages & Energy Risks — Francisco Blanch, BofA Securities 43:11 Burnham's Spending Plans Test UK Markets — Jane Foley, Rabobank 53:05 Earnings Boom, Fed Risk & Market Leadership — Emily Roland, Manulife John Hancock Investments 01:07:14 Iran Ceasefire, Escalation Risks & Strait of Hormuz — Ariana Salvatore, Morgan Stanley 01:19:23 Investor Fatigue, TSMC & Chip Valuations — Ted Mortonson, Baird 01:32:07 Weak Consumer, AI Growth & Fed Outlook — Joe Davis, Vanguard 01:39:38 GM Boosts Outlook, Premium Truck Pricing & Margins — Paul Jacobson, General Motors 01:52:42 Funding the AI Boom, Hyperscalers & ROI — Abby Yoder, JPMorgan 02:08:57 Three Fed Hikes?
Inflation & Bond Markets — Robert Sockin, Citi 02:17:27 Banks Over Bonds, Tech Earnings & Yield Curve — Darrell Cronk, Wells Fargo Watch it live every week day from 6-9 ET on Bloomberg Television, YouTube, Roku, Apple TV, Samsung TV, Android TV, Rakuten TV. Subscribe and turn on notifications
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