Bloomberg Surveillance 7/2/2026

About this video

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
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