Bloomberg Surveillance 5/5/2026

0 May 5, 2026 12:12

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
00:04:46 – BNY’s Yu Seeing Economic Stress Points Emerge
00:17:52 – Eurasia Group’s Lieber on Fragile US-Iran Ceasefire
00:31:00 – Oil Starting to See Demand Destruction: Rystad Energy’s Leon
00:41:28 – Rabobank’s Foley on Outlook for a Warsh-Led Fed
00:52:06 – Wells Fargo’s McMillion on Strong Earnings
01:05:51 – The Heritage Foundation’s Coates on US-China Summit
01:20:07 – DA Davidson’s Luria on Palantir’s Growth
01:29:22 – Apollo’s Slok Sees Best Aspects of ‘China Stock’ in AI
01:40:06 – JPMorgan’s Jackson Sees Prolonged Conflict Driving Oil Prices Higher
01:51:33 – KKR CFO Sees ‘Compelling’ Case for Private Credit
02:03:57 – Nationwide Expects Unemployment Rate to Hold at 4.3% Ahead of Jobs Report
02:16:40 – Citi’s Terry on Wall Street’s Massive Bet on AI
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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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Lisa Abramowicz: https://twitter.com/lisaabramowicz1
Annmarie Hordern: https://twitter.com/annmarie

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