Bloomberg Surveillance 7/28/2026

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 AI Selloff, Fed Showdown & Big Tech Earnings
06:02 Growth Can’t Keep Up With AI Spending — Cameron Dawson, NewEdge Wealth
18:30 US Turns to Oman as Munitions Run Low — Steven Cook, Council on Foreign Relations
31:58 China’s Chip Push Challenges AI Leaders — Momei Qu, PSP Growth
42:12 What’s Driving the Fed’s Family Fight — Jonathan Pingle, UBS Investment Bank
52:13 Markets Seek Proof AI Spending Is Paying Off — Stuart Kaiser, Citi
1:07:35 Fed Talks Hawkish to Avoid Hikes — Stuart Kaiser, Citi
1:17:40 Will AI Consume Investors’ Risk Budget? — Jason Thomas, Carlyle
1:30:20 Does the Fed Need Inflation-Fighting Credibility? — Matt Hornbach, Morgan Stanley
1:41:42 AI Fears Aren’t Showing Up in Earnings — Mark Lehmann, Citizens
1:54:46 Big Tech Still Sees AI Payoff — Matt Bryson, Wedbush Securities
2:06:56 Midterms Complicate the Fed’s Next Move — Thomas Hoenig, Former Kansas City Fed President
2:18:03 Fed Credibility Faces Its Test — Oksana Aronov, JPMorgan Asset Management
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Watch it live every week day from 6-9 ET on Bloomberg Television, YouTube, Roku, Apple TV, Samsung TV, Android TV, Rakuten TV.

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Lisa Abramowicz: https://twitter.com/lisaabramowicz1
Annmarie Hordern: https://twitter.com/annmarie

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