Bloomberg Surveillance 8/6/2026
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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 Volatility, Bond Pressure & Hormuz Talks 06:04 Leverage Shows Signs Market Is Overbought — Bob Elliott, Unlimited 19:01 Iran May Have Overplayed Its Hand — Victoria Coates, Former Deputy National Security Advisor 31:45 The AI Investment Cycle Is Far From Over — Gil Luria, DA Davidson 41:33 Labor Market Is Tighter Than It Looks — Nela Richardson, ADP 55:49 The Correction Already Happened — Jonathan Golub, Seaport Research Partners 1:08:35 Oil Isn't Everything for Markets — Jonathan Golub, Seaport Research Partners 1:17:43 SpaceX Is Still Overpriced — Brian Hamilton, LiveSwitch 1:31:07 No Break on Long End of Curve's Move Higher — Ed Al-Hussainy, Columbia Threadneedle Investments 1:41:22 Global Investors Must Absorb America's Debt — Peter Tchir, Aca
Tags: Academy Securities Inc, Annmarie Hordern, Automatic Data Processing Inc., BTIG LLC, Blerina Uruci, Bob Elliott, Brian Hamilton, Columbia Threadneedle, DA Davidson & Co, Ed Al-Hussainy, Gil Luria, Heritage Foundation/The, Jonathan Ferro, Jonathan Golub, Jonathan Krinsky, Julie Zhu, Lisa Abramowicz, MoffettNathanson LLC, Nela Richardson, Peter Tchir
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