Bloomberg Surveillance 7/9/2026
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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 AI Trade, Fed Rate Outlook & Iran Tensions — Bloomberg Surveillance 06:22 AI Bubble, Fed Hikes & Big Tech Spending — Bob Elliott, Unlimited Funds 18:52 Iran Strikes, Strait of Hormuz & Middle East — Norman Roule, CSIS 32:41 AI Memory, SK Hynix & Chip Demand — Rolf Bulk, Futurum Equities 41:22 Fed Rate Hikes, Inflation & AI Spending — Claudia Sahm, New Century Advisors 52:55 AI Investing, Market Rotation & Tech Outlook — David Lebovitz, JPMorgan Asset Management 01:07:55 Iran, Strait of Hormuz & Military Strategy — Lt. Gen. Karen Gibson (Ret.), Academy Securities 01:18:30 Record M&A, AI Investment & Capital Markets — Vito Sperduto, RBC Capital Markets 01:29:39 Fed Rate Hikes, Bond Yields & Inflation — Greg Peters, PGIM Fixed Income 01:39:12 AI Rotation,
Tags: Academy Securities Inc, Annmarie Hordern, Bob Elliott, Center for Strategic International Studies Inc, Claudia Sahm, David Lebovitz, Futurum Group/The, Greg Peters, JP Morgan Investment Management Inc, Jonathan Ferro, Karen Gibson, Lisa Abramowicz, Matt Stucky, Michelle Weaver, Morgan Stanley, Nela Richardson, New Century Advisors LLC, Norman Roule, PGIM Inc., RBC Capital Markets
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