Bloomberg Surveillance 7/30/2026

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 Fed Hold, Big Tech Earnings & Middle East Escalation
04:43 Bond Markets Challenge the Fed — Barbara Reinhard, Voya Investment Management
19:15 Diplomacy Alone Won’t Reopen Hormuz — Norman Roule, CSIS
33:02 Microsoft’s Azure Gets Its Mojo Back — Gregg Moskowitz, Mizuho
42:02 Markets Are Learning a New Fed Playbook — Frances Donald, RBC
49:50 BOE Leaves Interest Rates Unchanged — Lizzy Burden
52:56 Long Bond Yields Become the Real Market Risk — Max Kettner, HSBC
1:05:59 Refined Fuels, Not Crude, Drive the Oil Shock — Paul Sankey, Sankey Research
1:21:05 Meta’s AI Spending Needs a Payoff — Nick Jones, BNP Paribas
1:30:45 Warsh Presser ‘A Little Bit Rocky’ — James Bullard, Former St. Louis Fed President
1:42:10 Bond Yields Are Destiny — Matt Miskin, Manulife John Hancock Investments
1:54:11 What to Watch in Apple’s Earnings — Walter Piecyk, LightShed Partners
2:01:16 US GDP Grows Less-Than-Expected 1.5% in Second Quarter — Michael McKee
2:03:58 Fed Left Markets Guessing on Its Next Move — Michael Gapen, Morgan Stanley
2:19:02 Credibility Alone Won’t Bring Inflation Down — Kelly Kowalski, MassMutual
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