Bloomberg Surveillance 6/29/2026: 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 00:00:00 Bloomberg Surveillance starts 00:04:25 Ajay Rajadhyaksha (Barclays) | Nvidia, AI Stocks & Why the AI Rally Continues 00:18:42 Norman Roule (CSIS) | Iran, Strait of Hormuz & Oil Market Risks 00:31:22 Momei Qu (PSP Growth) | OpenAI, Samsung & the Global AI Race 00:40:40 Aditya Bhave (BofA Securities) | Fed Rate Hikes, Inflation & Jobs 00:53:42 Alicia Levine (BNY Wealth) | S&P 500 Outlook, AI Earnings & Market Rotation 01:06:50 Alicia Levine (BNY Wealth) | China AI vs OpenAI & Sovereign AI Investing 01:20:24 Nur Cristiana (JPMorgan Private Bank) | USMCA Trade Deal, Mexico & Supply Chains 01:29:59 Steve Englander (Standard Chartered) | Fed, Inflation & Why the Dollar Stays Strong 01:40:06 Jim Caron (Morgan Stanley) | AI Investing, Stocks vs Bonds & Nominal Growth 01:52:49 Amanda Lynam (Goldman Sachs) | Private Credit, AI & Software Risk 02:07:38 Michael Darda (Roth Capital) | Fed Policy, Inflation & the Labor Market 02:17:16 Manish Kabra (SocGen) | S&P 500 to 8000? AI Earnings & the Bull Case 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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