Bloomberg Surveillance 8/12/2026
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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 Boom Meets Cooling Inflation and a Divided Fed 04:24 AI Monetization Keeps the Bull Market Alive — Keith Lerner, Truist Advisory Services 19:01 Trump Security Ruse Highlights Iran Regime Risk — Victoria Coates, Former Deputy National Security Advisor 29:22 Norway Wealth Fund CEO Nervous Despite Record Returns — Nicolai Tangen, Norges Bank Investment Management 41:56 CPI May Be a Better Inflation Gauge Than Core PCE — Veronica Clark, Citi Research 51:29 Haven't Been Bullish Enough on Earnings — Edward Yardeni, Yardeni Research 1:07:00 Candidates and Campaigns Still Matter — Jessica Taylor, The Cook Political Report 1:18:32 AI Debt Financing Could Peak in 2027 — Amanda Lynam, Goldman Sachs 1:28:26 Fed Must Prove It's Serious About Inflation — Patrick
Tags: Alexander Altmann, Annmarie Hordern, Barclays Plc, Bianco Research LLC, Citigroup Inc, David Kelly, Edward Yardeni, Goldman Sachs Group Inc., Heritage Foundation/The, James Bianco, Jessica Taylor, Jonathan Ferro, Keith Lerner, Lisa Abramowicz, Nicolai Tangen, Norges Bank Investment, Pacific Investment Management Co. LLC (Pimco), Patrick Harker, The Cook Political Report, Tiffany Wilding
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