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
00:04:49 – UBS’s Haefele Is Bullish on Equity Rally Broadening Out
00:17:56 – Former Centcom Head Sees ‘Prolonged’ US Mission in Iran
00:31:03 – HSBC’s Frank Lee on Intensifying Surge in Memory-Chip Stocks
00:41:43 – BMO’s Lyngen on Inflationary Risk, Fed Outlook
00:52:23 – Wells Fargo’s Cronk on the Tech Fueled Rally
01:05:32 – Pimco’s Cantrill on Paxton’s Runaway Texas Primary Win
01:19:56 – Investors Await Earnings for Consumer Read
01:28:25 – BofA’s Swiber on Risk of a Dovish Fed Fighting Inflation
01:40:20 – Yardeni: Dip-Buying Opportunities Are Wishful Thinking
01:52:38 – KeyBanc’s Vinh Sees Memory Sector Surges on Tight Supply and AI-Driven Demand
02:06:00 – T. Rowe Prices Sees Fed Holding Rates Next 12 Months
02:17:31 – Morgan Stanley’s Caron Says Selectivity Matters Amid Strong Tech and Semiconductor Rally
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Watch it live every week day from 6-9 ET on Bloomberg Television, YouTube, Roku, Apple TV, Samsung TV, Android TV, Rakuten TV.
Watch more here: https://www.bloomberg.com/btv/series/bloomberg-surveillance
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Annmarie Hordern: https://twitter.com/annmarie
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