Bloomberg Surveillance 6/26/2026

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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 03:27 Cameron Dawson (NewEdge Wealth): AI Infrastructure & Markets 19:19 Cameron Dawson (NewEdge Wealth): Inflation & Consumers 31:17 Sarah Kunst (Cleo Capital): OpenAI IPO & AI 41:48 Claudia Sahm (New Century): Fed & Inflation 52:52 Alex Altmann (Barclays): AI Trade & Tech Stocks 1:06:26 Eddie Fishman: Iran & Global Trade 1:17:56 Jonathan Krinsky (BTIG): AI Trade & Technicals 1:27:46 Russell Brownback (BlackRock): Fed & Bond Market 1:39:33 Marvin Loh (State Street): Fed, Liquidity & Markets 1:55:53 Vivek Arya (BofA Securities): Nvidia, AI Chips & Memory 2:03:53 Gregory Daco (EY-Parthenon): Inflation & Fed 2:16:12 Ulrike Hoffmann-Burchardi (UBS): AI Investing & Markets
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