Bloomberg Surveillance 7/1/2026
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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 04:03 Stock Market, AI & Fed Outlook: Brian Levitt, Invesco 19:22 Tech Rotation, China & AI Investing: Brian Levitt, Invesco 34:41 Nvidia, AI Chip Stocks & Semiconductors: Angelo Zino, CFRA 43:09 Small Caps, Market Rally & AI Trade: Jill Carey Hall, Bank of America 53:45 Inflation, Markets & the Fed: Victoria Fernandez, Crossmark 01:06:07 AI Regulation, China & National Security: Ed Mills, Raymond James 01:19:40 AI Data Centers, Credit & Financing: Stathis Karanikolaidis, JPMorgan 01:30:41 USMCA, Tariffs & North America Trade: Erin McLaughlin, The Conference Board 01:40:36 Fed Rate Hikes & Bond Market: Jim Bianco, Bianco Research 01:53:23 Jobs Report, Interest Rates & the Fed: Andrew Hollenhorst, Citi 02:04:08 AI Cars &
Tags: Andrew Hollenhorst, Angelo Zino, Annmarie Hordern, Bianco Research LLC, BofA Securities Inc, Brian Levitt, Citigroup Inc, Conference Board Inc/The, Crossmark Global Investments Inc, Ed Mills, Erin McLaughlin, Invesco Asset Management, Ivan Espinosa, JPMorgan Chase & Co, James Bianco, Jill Carey Hall, Jonathan Ferro, Jordan Jackson, Lisa Abramowicz, Nissan Motor Co. Ltd.
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