Bloomberg Surveillance 8/14/2026
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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, Fed Complacency and a Consumer Test 04:51 Odds of a Fed Rate Hike May Rise — Julian Emanuel, Evercore ISI 19:56 AI Earnings Power Could Extend the Bull Market — Julian Emanuel, Evercore ISI 32:16 Fast-Food Prices Are Driving Diners Elsewhere — Nick Setyan, Mizuho 42:00 AI Debt Could Crowd Out the US Treasury — James Athey, Marlborough Investment Management 52:12 AI Is Driving Wider Growth — Binky Chadha, Deutsche Bank 1:06:28 Treasury Leans on T-Bills as Deficit Risks Mount — Jeannette Lowe, Baird Strategas 1:17:08 Kalshi Says It Does Not Operate Like a Sports Book — Robert DeNault, Kalshi 1:29:29 High Energy Prices Could Break the US Consumer — Lindsey Piegza, Stifel 1:40:52 AI Momentum Keeps Equities Moving Higher — Katy Kaminski, AlphaSimpl
Tags: Academy Securities Inc, Aditya Bhave, Alphasimplex Group LLC, Annmarie Hordern, Baird Strategas LLC, Bankim Binky Chadha, Deutsche Bank AG, Evercore ISI International Ltd, James Athey, Jeannette Lowe, Jonathan Ferro, Julian Emanuel, Kalshi Inc, Kathryn Kaminski, Kylie Cohu, Lindsay Piegza, Lisa Abramowicz, Marlborough Fund Managers Ltd, Mizuho Financial Group Inc., Nick Setyan
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