Bloomberg Surveillance 7/15/2026
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 Bank Earnings, PPI & Fed Outlook — Bloomberg Surveillance
04:46 AI Earnings Boom, S&P 9000 & Buy the Dip — Steve Chiavarone, Federated Hermes
18:42 Trump Drops Hormuz Toll, Iran Strategy & Oil — Anna Rosenberg, Amundi
33:00 IBM Rattles Software Nerves, AI Outlook — Stefan Slowinski, BNP Paribas
43:09 Warsh’s Mission Not Accomplished, Fed Strategy — Krishna Guha, Evercore ISI
52:27 High Earnings Bar, AI Boom & Market Risks — Cameron Dawson, NewEdge Wealth
01:05:36 Iran War Enters More Dangerous Phase — Lt. Gen. Robert Walsh (Ret.), Academy Securities
01:17:27 Morgan Stanley Earnings, Trading Revenue & Banks — Gerard Cassidy, RBC Capital Markets
01:28:25 OpenAI IPO, AI Capital Boom & Markets — Jill Ford, Wells Fargo
01:40:45 Roaring 2020s, AI Productivity & S&P Outlook — Ed Yardeni, Yardeni Research
01:51:47 BNY Record Revenue, AI & Asset Growth — Dermot McDonogh, BNY
02:01:10 US Producer Prices Come in Tame as Pipeline Pressures Abate — Michael McKee, Bloomberg
02:04:37 PPI Cools, Fed Hikes & Inflation — Stephen Stanley, Santander
02:16:50 AI Jobs, Data Centers & US Competitiveness — Former US Commerce Secretary Gina Raimondo
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