Bloomberg Surveillance 6/30/2026
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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: 00:00:00 Bloomberg Surveillance starts 00:04:25 Oppenheimer's John Stoltzfus on AI Stocks, Nvidia, S&P 500 & Market Outlook 00:18:16 Veda Partners' Henrietta Treyz on Iran, Trump Sanctions & Strait of Hormuz 00:30:43 Wedbush's Dan Ives on Nvidia, Microsoft, AI Spending & Big Tech 00:41:27 Morgan Stanley's Matt Hornbach on Fed Rates, Inflation & Jobs Report 00:52:23 BlackRock's Wei Li on AI Investing, US Stocks & Global Markets 01:05:51 Marc Short on Trump, Supreme Court, Federal Reserve & Lisa Cook 01:17:46 Barclays' Venu Krishna on S&P 500 Target, AI Bubble & Tech Stocks 01:28:21 JPMorgan's Bob Michele on Fed Policy, Bonds & Inflation 01:40:05 Charles Schwab's Kevin Gordon on AI Trade, Tech Stocks & Market Breadth 01:53:54 CIBC's Rebecca Babin on Oil Prices
Tags: Annmarie Hordern, Barclays Plc, BlackRock Inc., Carlyle Group LP, Charles Schwab & Co Inc, Daniel Ives, David Rubenstein, Henrietta Treyz, JP Morgan Investment Management Inc, John Stoltzfus, Jonathan Ferro, Kevin Gordon (Schwab), Lauren Saidel-Baker, Lisa Abramowicz, Marc Short, Matthew Hornbach, Morgan Stanley, Oppenheimer &Co Inc, Rebecca Babin, Robert Michele
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