Bloomberg Surveillance 7/8/2026
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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 Bloomberg Surveillance starts 04:54 Iran Ceasefire Ends, Oil Prices & NATO — Annmarie Hordern, Bloomberg 08:14 Iran, Oil Prices & Fed Outlook — Ed Yardeni, Yardeni Research 19:03 Iran Strikes, Oil Sanctions & Middle East — Victoria Coates 31:43 Amazon AI Spending, Debt Markets & AWS — Tom Forte, Maxim Group 40:49 AI Trade, US Dollar & Global Markets — George Saravelos, Deutsche Bank 52:09 AI Rotation, Chip Stocks & Market Breadth — Dan Greenhaus, Solus 01:07:42 Oil Prices, Fed Outlook & Market Risks — Dan Greenhaus, Solus 01:18:17 Oil Prices, Strait of Hormuz & Energy Markets — Samantha Dart, Goldman Sachs 01:27:48 AI Debt, Big Tech & Capital Markets — Vishal Khanduja, Morgan Stanley 01:44:02 Energy, AI Rotation & Bank Stocks — Tracie McMillion, Wells
Tags: Annmarie Hordern, Citigroup Inc, DA Davidson & Co, Dan Greenhaus, Deutsche Bank AG, Edward Yardeni, George Saravelos, Gil Luria, Goldman Sachs Group Inc., Heritage Foundation/The, Jonathan Ferro, Lisa Abramowicz, Maxim Group LLC, Morgan Stanley, Samantha Dart, Scott Chronert, Solus Alternative Asset Management LP, Thomas Forte, Tracie McMillion, Victoria Coates
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