Bloomberg Surveillance 8/12/2026: 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 Boom Meets Cooling Inflation and a Divided Fed 04:24 AI Monetization Keeps the Bull Market Alive — Keith Lerner, Truist Advisory Services 19:01 Trump Security Ruse Highlights Iran Regime Risk — Victoria Coates, Deputy Security Advisor 29:22 Norway Wealth Fund CEO Nervous Despite Record Returns — Nicolai Tangen, Norges Bank Investment Management 41:56 CPI May Be a Better Inflation Gauge Than Core PCE — Veronica Clark, Citi Research 51:29 Haven't Been Bullish Enough on Earnings — Edward Yardeni, Yardeni Research 1:07:00 Candidates and Campaigns Still Matter — Jessica Taylor, The Cook Political Report 1:18:32 AI Debt Financing Could Peak in 2027 — Amanda Lynam, Goldman Sachs 1:28:26 Fed Must Prove It's Serious About Inflation — Patrick Harker, Philadelphia Fed President 1:40:37 AI Trade Still Vulnerable to Rotational Shocks — Alex Altmann, Barclays 1:52:00 Fed Should Get Rid of Forward Guidance — Jim Bianco, Bianco Research 2:01:06 US July Core CPI Rises 0.2%, Easing Pressure on Fed — Michael McKee 2:04:29 Fed Will Stay on Hold in September — Tiffany Wilding, PIMCO 2:17:34 'Teflon' Inflation Won't Stick — David Kelly, JPMorgan Asset Management 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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