Bloomberg Surveillance 5/1/2026

0 May 1, 2026 12:49

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:
00:00:00 – Bloomberg Surveillance starts
00:04:17 – Barclays’ Rajadhyaksha Says Turning Neutral on Risk Assets
00:19:03 – Maxim Group’s Forte on Apple Earnings, New Leadership
00:41:46 – UBS’s Watt on Resilience of US Economy
00:52:55 – Crossmark Sees Tech, AI Driving Bull Market
01:06:15 – Raymond James’ Mills on Renewed Escalation Fears in US-Iran War
01:18:08 – How Iran War Is Changing Global Supply Chains: Shahmir Khaliq
01:29:46 – Goldman’s Lynam on Big Tech’s AI Spending Spree, Corporate Credit
01:43:19 – JPMorgan’s Yoder on Earnings Strength, Oil Prices
01:55:11 – Ives Sees Apple ‘Golden Age’ as It Monetizes Consumer AI
02:07:08 – Fed Expected to Hold Rates with Potential Cut in Late 2026, Says Grindal
02:17:08 – Artemis II Is Just NASA’s Opening Act, Isaacman Says
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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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Annmarie Hordern: https://twitter.com/annmarie

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