Stocks Fall as Blowout Jobs Report Fuels Rate Hike Bets
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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 than "Bloomberg Surveillance." Chapters: 00:00 Jobs Surprise, Fed Divide and AI Backlash 05:06 Cyclical Weakness Is Starting to Show in Stocks — Chris Verrone, Baird Strategas 20:47 A Quarter-Point Hike Won't End the AI Trade — Chris Verrone, Baird Strategas 30:43 Small-Bank Deregulation Could Unlock More Lending — Jill Castilla, Citizens Bank of Edmond 41:28 Give Disinflation a Chance Before Hiking — Michael Gapen, Morgan Stanley 54:24 A Hold Could Stabilize the Long End — Priya Misra, JPMorgan Asset Management 1:08:05 Political Pressure Won't Sway Rate Policy — Priya Misra, JPMorgan Asset Management 1:21:44 Data Center Backlash Could Start Hurting AI Demand — Mark Newman, Bernstein 1:29:11 Almost Nothing Is Driving Disinflation — Frances Donald, RBC 1:39:23 Fed May N
Tags: Annmarie Hordern, Baird Strategas LLC, Bernstein Institutional Services LLC, Bianco Research LLC, BlackRock Inc., Bloomberg Surveillance, Brian Nick, Christopher Verrone, Citizens Bank of Edmond, Frances Donald, JP Morgan Investment Management Inc, Jeffrey Rosenberg, Jill Castilla, Jim Bianco, Jonathan Ferro, Lisa Abramowicz, Mark Newman, Michael Gapen, Morgan Stanley, NewEdge Wealth LLC
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