Bloomberg Surveillance 8/3/2026: 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 Yen Intervention, Fed Uncertainty & Middle East Talks 05:19 Why the US Is Backing the Japanese Yen — Philip Orlando, Federated Hermes 18:55 US Deterrence Has Eroded — Steven Cook, Council on Foreign Relations 32:04 US-Japan Intervention Changes the Yen Trade — Jeremy Stretch, CIBC 40:23 Bond Markets Need an Inflation Plan — Mark Cabana, BofA Global Research 54:26 AI Spending Still Has Room to Run — Sarah Hunt, Alpine Saxon Woods 1:07:57 No Trust, Few Military Options — Col. Wayne Sanders (Ret.) 1:21:12 What to Watch in SpaceX Earnings — Sarah Kunst, Cleo Capital 1:30:29 The Fed Needs a Strategy for Price Stability — Neil Dutta, Renaissance Macro Research 1:38:52 Warsh Is Reverting the Fed to Historic Norms — Gary Cohn, IBM 1:55:10 AI Infrastructure Still Has More Upside — Dominic Rizzo, T. Rowe Price 2:08:56 Strong Labor Market Keeps Growth Intact — Nancy Lazar, Piper Sandler 2:17:50 Markets Are Too Complacent on Inflation — Michael Contopoulos, Janus Henderson Investors 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 so you don't miss any new Bloomberg Television videos Follow Bloomberg for business news & analysis, up-to-the-minute market data, features, profiles and more Follow Surveillance on X at Follow the hosts Jonathan Ferro Lisa Abramowicz Annmarie Hordern Connect with Bloomberg Television on Connect with Bloomberg Business on TikTok Reddit
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