Leave your feedback Share Copy URL https://mypepack.gophersport.com/video/?vid=omMZawLLzeU Email Facebook Twitter LinkedIn Pinterest Tumblr Share on Facebook Share on Twitter Bloomberg Surveillance 7/20/2026 [k6D1VM1Ww5o] Health Updated on August 07, 2026 EDT — Published on August 07, 2026 EDT 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 Middle East Escalation, AI Earnings & Fed Outlook — Bloomberg Surveillance 03:22 Chip Selloff, Tech Upgrade & Market Rotation — Lori Calvasina, RBC Capital Markets 20:14 Weak MOU, Strait of Hormuz & Iran Escalation — Steven Cook, Council on Foreign Relations 34:09 Alphabet Earnings, AI Monetization & Gemini — Sarah Kunst, Cleo Capital 41:59 AI Debt Boom, Hyperscalers & Credit Markets — Kay Herr, JPMorgan Asset Management 51:59 China AI Shock, Cheap Compute & Market Risks — Peter Tchir, Academy Securities 01:06:23 Iran War, Congress & Trump Strategy — Henrietta Treyz, Veda Partners 01:18:03 AI Spending, Google Earnings & Cloud Demand — Ron Josey, Citi 01:25:10 Andy Burnham Takes Office — Lizzy Burden, Bloomberg 01:31:29 Andy Burnham's First Speech as UK Prime Minister 01:44:42 Global Risks, Oil Markets & Investing — Mike Pyle, BlackRock 01:57:12 Google Cloud, Gemini & AI Returns — Colin Sebastian, Baird 02:13:27 Fed on Hold, Inflation & Interest Rates — Gregory Daco, EY-Parthenon 02:22:37 AI Rotation, Market Positioning & Tech Risks — Ozan Tarman, Deutsche Bank -------- Watch it live every week day from 6-9 ET on Bloomberg Television, YouTube, Roku, Apple TV, Samsung TV, Android TV, Rakuten TV. Watch more here: Subscribe and turn on notifications so you don't miss any new Bloomberg Television videos: Follow Bloomberg for business news & analysis, up-to-the-minute market data, features, profiles and more: Follow Surveillance on X at: Follow the hosts: Jonathan Ferro: Lisa Abramowicz: Annmarie Hordern: Connect with Bloomberg Television on: X: Facebook: Instagram: Connect with Bloomberg Business on: X: Facebook: Instagram: TikTok: Reddit: LinkedIn: G8HdNpLsXKD pgHu2qwClQ1 2I0ZFFTLcos 1NurQMGnSP6 NOQWdUINzE6
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 Middle East Escalation, AI Earnings & Fed Outlook — Bloomberg Surveillance 03:22 Chip Selloff, Tech Upgrade & Market Rotation — Lori Calvasina, RBC Capital Markets 20:14 Weak MOU, Strait of Hormuz & Iran Escalation — Steven Cook, Council on Foreign Relations 34:09 Alphabet Earnings, AI Monetization & Gemini — Sarah Kunst, Cleo Capital 41:59 AI Debt Boom, Hyperscalers & Credit Markets — Kay Herr, JPMorgan Asset Management 51:59 China AI Shock, Cheap Compute & Market Risks — Peter Tchir, Academy Securities 01:06:23 Iran War, Congress & Trump Strategy — Henrietta Treyz, Veda Partners 01:18:03 AI Spending, Google Earnings & Cloud Demand — Ron Josey, Citi 01:25:10 Andy Burnham Takes Office — Lizzy Burden, Bloomberg 01:31:29 Andy Burnham's First Speech as UK Prime Minister 01:44:42 Global Risks, Oil Markets & Investing — Mike Pyle, BlackRock 01:57:12 Google Cloud, Gemini & AI Returns — Colin Sebastian, Baird 02:13:27 Fed on Hold, Inflation & Interest Rates — Gregory Daco, EY-Parthenon 02:22:37 AI Rotation, Market Positioning & Tech Risks — Ozan Tarman, Deutsche Bank -------- Watch it live every week day from 6-9 ET on Bloomberg Television, YouTube, Roku, Apple TV, Samsung TV, Android TV, Rakuten TV. Watch more here: Subscribe and turn on notifications so you don't miss any new Bloomberg Television videos: Follow Bloomberg for business news & analysis, up-to-the-minute market data, features, profiles and more: Follow Surveillance on X at: Follow the hosts: Jonathan Ferro: Lisa Abramowicz: Annmarie Hordern: Connect with Bloomberg Television on: X: Facebook: Instagram: Connect with Bloomberg Business on: X: Facebook: Instagram: TikTok: Reddit: LinkedIn: G8HdNpLsXKD pgHu2qwClQ1 2I0ZFFTLcos 1NurQMGnSP6 NOQWdUINzE6