Bloomberg Surveillance 7/31/2026
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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 Tech Rebound, Fed Fallout & Middle East Diplomacy 03:48 Strong Earnings Defy Macro Uncertainty — Dan Greenhaus, Solus Alternative Asset Management 20:30 Hamas Disarmament Could Isolate Iran — Lt. Gen. Robert Walsh (Ret.), Academy Securities 31:41 Apple's Supply Crunch Hits Growth Outlook — Thomas Forte, Maxim Group 41:14 BOJ Backs the Yen Without a Rate Hike — Thierry Wizman, Macquarie 53:40 AI Winners Need Clear Communication — Victoria Fernandez, Crossmark Global Investments 1:04:45 The Cost of Restoring Fed Credibility — Daleep Singh, PGIM Fixed Income 1:17:49 AI Has Reached an Inflection Point — Lei Qiu, AllianceBernstein 1:25:19 Institutional Demand for Private Credit Is Accelerating — Michael Arougheti, Ares Management 1:37:51 Fed Dissenters Lay
Tags: Academy Securities Inc, AllianceBernstein, Annmarie Hordern, Ares Management LP, Crossmark Global Investments Inc, Daleep Singh, Dan Greenhaus, Daniel Niles, Jonathan Ferro, Lei Qiu, Lisa Abramowicz, Macquarie Group Ltd., Maxim Group LLC, Michael Arougheti, PGIM Inc., Phil Camporeale, Robert Walsh, Sachin Khajuria, Shweta Rajani, Solus Alternative Asset Management LP
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