Bloomberg Surveillance 6/29/2026

By Bloomberg Television

Community Score: 50% | 532 views | 2w

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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: 00:00:00 Bloomberg Surveillance starts 00:04:25 Ajay Rajadhyaksha (Barclays) | Nvidia, AI Stocks & Why the AI Rally Continues 00:18:42 Norman Roule (CSIS) | Iran, Strait of Hormuz & Oil Market Risks 00:31:22 Momei Qu (PSP Growth) | OpenAI, Samsung & the Global AI Race 00:40:40 Aditya Bhave (BofA Securities) | Fed Rate Hikes, Inflation & Jobs 00:53:42 Alicia Levine (BNY Wealth) | S&P 500 Outlook, AI Earnings & Market Rotation 01:06:50 Alicia Levine (BNY Wealth) | China AI vs OpenAI & Sovereign AI Investing 01:20:24 Nur Cristiana (JPMorgan Private Bank) | USMCA Trade Deal, Mexico & Supply Chains 01:29:59 Steve Englander (Standard Chartered) | Fed, Inflation & Why the Dollar Stays Strong 01:40:06 Jim Caron (Morgan Stanley) | AI Investing, Stocks vs Bonds & Nomi

Tags: Aditya Bhave, Ajay Rajadhyaksha, Alicia Levine, Annmarie Hordern, Bank of New York Mellon Corp., Barclays Plc, BofA Securities Inc, Center for Strategic International Studies Inc, JP MORGAN SECURITIES, James Caron, Jonathan Ferro, Lisa Abramowicz, Manish Kabra, Michael Darda, Momei Qu, Morgan Stanley, Norman Roule, Nur Cristiani, Roth Capital Partners LLC, Societe Generale

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