Bloomberg Surveillance 7/6/2026
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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 01:23 AI Stocks & Market Rally — Alex Altmann, Barclays 03:51 AI Trade, Tech Rotation & Stock Market — Max Kettner, HSBC 20:11 NATO Summit, Defense Spending & Trump — Tobin Marcus, Wolfe Research 31:47 AI Bubble, SK Hynix IPO & Memory Stocks — Sarah Kunst, Cleo Capital 41:31 Fed, Jobs Report & Interest Rates — Kelsey Berro, JPMorgan Asset Management 50:31 Stock Market, AI & Fed Outlook — Mike Wilson, Morgan Stanley 01:06:17 NATO, Ukraine & Global Markets — Henrietta Treyz, Veda Partners 01:16:25 AI Earnings, Stock Market & Tech Outlook — Noah Weisberger, BCA Research 01:27:43 Fed Outlook, Inflation & Interest Rates — Neil Dutta, Renaissance Macro 01:38:23 AI Trade, Tech Rotation & Semiconductors — Sarah Hunt, Alpine Sax
Tags: Alexander Altmann, Annmarie Hordern, BCA Research Inc, BMO Asset Management Inc, Barclays Plc, Citigroup Inc, Cleo Capital LLC, Greg Boutle, Henrietta Treyz, JP Morgan Investment Management Inc, Jonathan Ferro, Kelsey Berro, Lisa Abramowicz, Mike Wilson, Morgan Stanley, Neil Dutta, Noah Weisberger, Sarah Hunt, Sarah Kunst, Tom O'Malley
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