Bloomberg Surveillance 8/7/2026

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 Payrolls, Bond Supply & Fed Uncertainty
04:59 10-Year Yield Has Its Tightest 400-Day Range — Chris Verrone, Baird Strategas
17:39 Iran’s Hormuz Demands Threaten Global Commerce — Norman Roule, CSIS
31:00 Not All AI Debt Is Created Equal — Vishy Tirupattur, Morgan Stanley
43:28 Labor Market Is in a Good Place — Oscar Munoz, TD Securities
54:29 Inflation Could Bail the Fed Out — Priya Misra, JPMorgan Asset Management
1:07:15 A ‘Smart Way’ to Support the Treasury Market — Priya Misra, JPMorgan Asset Management
1:19:56 Middle East Shipping Consumes 95% of Industry’s Time — Gene Seroka, Port of Los Angeles
1:29:49 Fed Communication Needs to Get ‘Back on Track’ — Claudia Sahm, New Century Advisors
1:40:28 Broadening Earnings Reward Diversification — Nadia Lovell, UBS Global Wealth Management
1:53:01 Warsh Is Backed Into a Corner to Hike — Greg Peters, PGIM Credit
2:00:56 US Loses 23,000 Jobs in July, Unemployment Rate Falls — Michael McKee
2:05:46 Labor Market Is Cooler Than Previously Thought — Stephanie Roth, Wolfe Research
2:18:26 Wage Pressures Show Signs of Easing — Jeffrey Rosenberg, BlackRock
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