Bloomberg Surveillance 8/3/2026
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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 Yen Intervention, Fed Uncertainty & Middle East Talks 05:19 Why the US Is Backing the Japanese Yen — Philip Orlando, Federated Hermes 18:55 US Deterrence Has Eroded — Steven Cook, Council on Foreign Relations 32:04 US-Japan Intervention Changes the Yen Trade — Jeremy Stretch, CIBC 40:23 Bond Markets Need an Inflation Plan — Mark Cabana, BofA Global Research 54:26 AI Spending Still Has Room to Run — Sarah Hunt, Alpine Saxon Woods 1:07:57 No Trust, Few Military Options — Col. Wayne Sanders (Ret.) 1:21:12 What to Watch in SpaceX Earnings — Sarah Kunst, Cleo Capital 1:30:29 The Fed Needs a Strategy for Price Stability — Neil Dutta, Renaissance Macro Research 1:38:52 Warsh Is Reverting the Fed to Historic Norms — Gary Cohn, IBM 1:55:10 AI Infrastructure Sti
Tags: Alpine Woods Capital Investors LLC/USA, Annmarie Hordern, CIBC Private Wealth Group LLC, Cleo Capital LLC, Council on Foreign Relations, Dom Rizzo, Federated Hermes Inc, Gary Cohn, International Business Machines Corp (IBM), Jeremy Stretch, Jonathan Ferro, Lisa Abramowicz, Mark Cabana, Michael Contopoulos, Nancy Lazar, Neil Dutta, Philip Orlando, Piper Sandler, Sarah Hunt, Sarah Kunst
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