Bloomberg Surveillance 8/31/2026
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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 Warsh Rate Bets, $90 Oil and Nvidia's AI Boom 04:04 Consumer Slowdown Could Surprise the Stock Market — Bob Elliott, Unlimited Funds 17:49 US Has Few Options on Iran Without Confronting China — Jon Lieber, Eurasia Group 31:26 US Slowdown Risk Isn't Priced Into Markets — Erik Nelson, Wells Fargo 39:36 Markets Are Overreading Warsh's Hawkish Signal — Andrew Hollenhorst, Citi 52:26 Nvidia Says the AI Spending Slowdown Isn't Coming Yet — Sarah Hunt, Alpine Saxon Woods 1:07:14 Data Center Boom Is Making Energy Investable Again — Sarah Hunt, Alpine Saxon Woods 1:17:25 Venezuela Deal a Bit of a Sideshow for Oil — Paul Sankey, Sankey Research 1:28:13 Fed Has a ‘Kill Switch,’ Not an Inflation Dial — Blake Gwinn, RBC Capital Markets 1:40:34 A Third of S&P Earnin
Tags: Alpine Woods Capital Investors LLC/USA, Andrew Hollenhorst, Annmarie Hordern, Blake Gwinn, Bob Elliott, Cantor Fitzgerald LP, Charles Schwab & Co Inc, Citigroup Inc, Cj Muse, Erik Nelson, Ernst & Young LLP, Eurasia Group Ltd, Gregory Daco, Jon Lieber, Jonathan Ferro, Lisa Abramowicz, Matthew Diczok, Paul Sankey, Sarah Hunt, Unlimited Funds Inc
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