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 than "Bloomberg Surveillance."
Chapters:
00:00 Record Tech, France Debt Crisis and Elevated Yields
04:27 Higher Yields Reflect a ‘New Economic Reality’ — Steve Chiavarone, Federated Hermes
18:29 Houthis Must Be Defeated on the Ground — Lt. Gen. Karen Gibson (Ret.), Academy Securities
32:02 Can the ECB Solve France’s Debt Crisis? — Jayati Bharadwaj, TD Securities
42:55 Fed’s Reaction Function Is Increasingly Unclear — Andrew Hollenhorst, Citi Research
53:57 Higher Rates Have Already Hit Risk Assets — Max Kettner, HSBC Bank
1:05:31 G7 Fuel Release Is ‘Pulling the Wrong Lever’ — Max Kettner, HSBC Bank
1:20:00 Anthropic Has More Value to Create After Its IPO — Maggie Fanari, J. Rothschild Capital Management
1:31:01 30-Year Treasury Yield Will Hit 6% — Earl Davis, BMO Global Asset Management
1:42:16 Rate Hikes Won’t Derail the AI Trade — Jack Manley, JPMorgan Asset Management
2:07:35 Fed to Hold in October, Hike in December — Stephen Stanley, Santander US Capital Markets
2:18:22 Stocks Can Now Diversify From Stocks — Richard Bernstein, Janus Henderson Investors
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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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