Bloomberg Surveillance 8/4/2026: 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 AI Rally, Iran Deadline & Yen Intervention 04:48 Mag 7 Valuations Have Room to Normalize — Cameron Dawson, NewEdge Wealth 19:57 Weapons Stockpiles Become the Next Constraint — Rachel Ziemba, Center for a New American Security 33:57 AMD Closes the AI Software Gap — Angelo Zino, CFRA 41:58 Why US Yen Intervention Is So Puzzling — Steve Englander, Standard Chartered 53:39 Debt Markets Are Pushing Back on AI — David Lebovitz, JPMorgan Asset Management 1:06:24 Refiners Can't Deliver the Price Relief Trump Wants — Stephen Schork, The Schork Group 1:19:47 Starlink Holds the Key to Space Paul Golding, Macquarie 1:30:57 A Hawkish Fed Is Good for the Yield Curve — Vishal Khanduja, Morgan Stanley 1:39:43 Fed's Paulson Keeping an 'Open Mind' on Interest Rates — Michael McKee 1:42:31 How Is the Fed Managing Inflation? Deepak Puri, Deutsche Bank CIO - Americas 1:55:18 AI Spending Still Needs to Be Monetized — Paul Meeks, Freedom Capital Markets 2:03:27 Wage Pressures Remain Contained — Yelena Shulyatyeva, The Conference Board 2:16:06 Washington Wants the AI Supercycle to Continue — Eric Cantor, Moelis & Company 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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