Bloomberg Surveillance 7/30/2026
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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 Fed Hold, Big Tech Earnings & Middle East Escalation 04:43 Bond Markets Challenge the Fed — Barbara Reinhard, Voya Investment Management 19:15 Diplomacy Alone Won't Reopen Hormuz — Norman Roule, CSIS 33:02 Microsoft's Azure Gets Its Mojo Back — Gregg Moskowitz, Mizuho 42:02 Markets Are Learning a New Fed Playbook — Frances Donald, RBC 49:50 BOE Leaves Interest Rates Unchanged — Lizzy Burden 52:56 Long Bond Yields Become the Real Market Risk — Max Kettner, HSBC 1:05:59 Refined Fuels, Not Crude, Drive the Oil Shock — Paul Sankey, Sankey Research 1:21:05 Meta's AI Spending Needs a Payoff — Nick Jones, BNP Paribas 1:30:45 Warsh Presser 'A Little Bit Rocky' — James Bullard, Former St. Louis Fed President 1:42:10 Bond Yields Are Destiny — Matt Miskin, Manuli
Tags: Annmarie Hordern, BNP Paribas SA, Barbara Reinhard, Center for Strategic International Studies Inc, Frances Donald, Gregg Moskowitz, HSBC Holdings Plc, James Bullard, Jonathan Ferro, Kelly Kowalski, Lisa Abramowicz, Massachusetts Mutual Life Insurance Co., Matt Miskin, Max Kettner, Michael Gapen, Mizuho Financial Group Inc., Morgan Stanley, Nick Jones, Norman Roule, Paul Sankey
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