Bloomberg Surveillance 8/5/2026: 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 Tech Rally, Hormuz Talks & SpaceX Selloff 03:57 Markets Are Leading the Fed — Noel Dixon, State Street 17:09 Hormuz Talks Leave Major Risks Unresolved — Lt. Gen. Karen Gibson (Ret.), Academy Securities 34:10 CapEx Is the Only Way to Musk's SpaceX AI Vision — Dan Ives, Wedbush Securities 41:52 Hyperscaler Bonds Beat 30-Year Treasuries — Ashok Bhatia, Neuberger Berman 53:12 Can Tech Earnings Keep Growing? — Alicia Levine, BNY Wealth 1:06:18 Washington Can't Ignore the AI Buildout — Ariana Salvatore, Morgan Stanley 1:18:31 Hyperscalers Can Handle More Debt — Bryan Whalen, TCW 1:31:39 30-Year Treasuries Aren't Attractive Yet — Collin Martin, Schwab Center for Financial Research 1:40:20 This Still Feels Like a 'Hated Rally' — Monica DiCenso, JPMorgan Private Bank 1:50:04 US Companies Added Fewer Jobs Than Expected in July — Michael McKee 1:51:44 Inflation Is Closer to Target Than It Looks — Andrew Hollenhorst, Citi Research 2:00:50 US Treasury Keeps Debt-Sale Guidance Steady — Michael McKee 2:04:45 Real Yields Are Starting to Reward Investors — Nisha Patel, Parametric 2:17:07 Breakevens Signal an Inflation Warning — Noah Weisberger, BCA Research 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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