Bloomberg Surveillance 7/2/2026

À propos de cette vidéo

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 Bloomberg Surveillance starts 05:59 Peter Tchir (Academy Securities) | Is the AI Spending Boom Breaking? 19:49 Peter Tchir (Academy Securities) | Why OpenAI Wants to Give the US Government a 5% Stake 31:08 Stefan Slowinski (BNP Paribas) | Meta Cloud Strategy & AI Infrastructure Risks 41:47 Marc Giannoni (Barclays) | Fed Outlook, Inflation & July Rate Debate 53:43 Priya Misra (JPMorgan) | Jobs Report Preview & Bond Market Outlook 1:07:11 Ariana Salvatore (Morgan Stanley) | AI Regulation, Washington & Tech Policy 1:18:37 Gil Luria (DA Davidson) | Why Meta's Cloud Pivot Is Bullish 1:30:07 Nela Richardson (ADP) | Labor Market Outlook Before Payrolls 1:39:16 Nadia Lovell (UBS) | AI Stocks, Semiconductors & Market Breadth 1:52:23 Subadra Rajappa (Société Générale) | Could the Fed Still Hike After Payrolls? 2:06:42 Stephanie Roth (Wolfe Research) | What the Jobs Report Means for the Fed 2:18:41 Jeffrey Rosenberg (BlackRock) | Bonds, Fed Policy & AI Market Outlook -------- 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  Subscribe and turn on notifications so you don't miss any new Bloomberg Television videos: https://tinyurl.com/ysu5b8a9  Follow Bloomberg for business news & analysis, up-to-the-minute market data, features, profiles and more: http://www.bloomberg.com  Follow Surveillance on X at: https://twitter.com/bsurveillance  Follow the hosts: Jonathan Ferro: https://twitter.com/FerroTV Lisa Abramowicz: https://twitter.com/lisaabramowicz1 Annmarie Hordern: https://twitter.com/annmarie  Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/  Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/

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