Bloomberg Surveillance 8/4/2026
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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 Rally, Iran Deadline & Yen Intervention 04:48 Mag 7 Valuations Have Room to Normalize — Cameron Dawson, NewEdge Wealth 19:57 Weapons Stockpiles Become the Next Constraint — Rachel Ziemba, Center for a New American Security 33:57 AMD Closes the AI Software Gap — Angelo Zino, CFRA 41:58 Why US Yen Intervention Is So Puzzling — Steve Englander, Standard Chartered 53:39 Debt Markets Are Pushing Back on AI — David Lebovitz, JPMorgan Asset Management 1:06:24 Refiners Can't Deliver the Price Relief Trump Wants — Stephen Schork, The Schork Group 1:19:47 Starlink Holds the Key to SpaceX — Paul Golding, Macquarie 1:30:57 A Hawkish Fed Is Good for the Yield Curve — Vishal Khanduja, Morgan Stanley 1:39:43 Fed's Paulson Keeping an 'Open Mind' on Interest Rates —
Tags: Angelo Zino, Annmarie Hordern, Cameron Dawson, Conference Board Inc/The, David Lebovitz, Deepak Puri, Deutsche Bank AG, Eric Cantor, Freedom Capital Markets, JP Morgan Investment Management Inc, Jonathan Ferro, Lisa Abramowicz, Macquarie Group Ltd., Morgan Stanley, NewEdge Securities Inc, Paul Golding, Paul Meeks, Rachel Ziemba, Schork Group Inc, Standard Chartered Bank
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