Bloomberg Surveillance 8/6/2026

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 Tech Volatility, Bond Pressure & Hormuz Talks
06:04 Leverage Shows Signs Market Is Overbought — Bob Elliott, Unlimited
19:01 Iran May Have Overplayed Its Hand — Victoria Coates, Former Deputy National Security Advisor
31:45 The AI Investment Cycle Is Far From Over — Gil Luria, DA Davidson
41:33 Labor Market Is Tighter Than It Looks — Nela Richardson, ADP
55:49 The Correction Already Happened — Jonathan Golub, Seaport Research Partners
1:08:35 Oil Isn’t Everything for Markets — Jonathan Golub, Seaport Research Partners
1:17:43 SpaceX Is Still Overpriced — Brian Hamilton, LiveSwitch
1:31:07 No Break on Long End of Curve’s Move Higher — Ed Al-Hussainy, Columbia Threadneedle Investments
1:41:22 Global Investors Must Absorb America’s Debt — Peter Tchir, Academy Securities
1:55:12 SpaceX Still Has Too Many Unanswered Questions — Julie Zhu, MoffettNathanson
2:06:24 The Fed Can’t Overreact to One Jobs Report — Blerina Uruci, T. Rowe Price
2:19:42 Price Action Resembles the Dot-Com Era — Jonathan Krinsky, BTIG
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Lisa Abramowicz: https://twitter.com/lisaabramowicz1
Annmarie Hordern: https://twitter.com/annmarie

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