Bloomberg Surveillance 5/14/2026

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0 May 14, 2026 12:53

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
00:05:14 – Tech Has Become Value in Markets, Evercore ISI’s Julian Emanuel Says
00:32:45 – New Street Research’s Ferragu on Nvidia H200 Chip Sales to Chinese Firms
00:43:09 – Wells Fargo’s Nelson Says Fed Rate Cuts Unlikely This Year
00:52:34 – JPMorgan’s Quinsee Makes Case to Look Beyond Big Tech
01:05:46 – Fmr. Senior White House Trade Advisor Kelly Ann Shaw on Complexity of US-China Relations
01:19:31 – UBS’s Najarian Sees Shift Favoring Big Banks Over Regionals
01:28:44 – Edward Jones’ Mahajan on Warsh Led Fed, US Economy
01:39:17 – Fed’s Stephen Miran on Supply Shocks, Policy, Central Bank Tenure
01:56:44 – BTIG’s Krinsky on Tech Momentum Reversal
02:06:27 – ADP’s Richardson on US Retail Sales, Jobless Claims
02:17:39 – Julie Biel Focusing on Earnings Growth
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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.

Watch more here: https://www.bloomberg.com/btv/series/bloomberg-surveillance

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Lisa Abramowicz: https://twitter.com/lisaabramowicz1
Annmarie Hordern: https://twitter.com/annmarie

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