Bloomberg Surveillance 7/31/2026

0 July 31, 2026 12:42

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 Tech Rebound, Fed Fallout & Middle East Diplomacy
03:48 Strong Earnings Defy Macro Uncertainty — Dan Greenhaus, Solus Alternative Asset Management
20:30 Hamas Disarmament Could Isolate Iran — Lt. Gen. Robert Walsh (Ret.), Academy Securities
31:41 Apple’s Supply Crunch Hits Growth Outlook — Thomas Forte, Maxim Group
41:14 BOJ Backs the Yen Without a Rate Hike — Thierry Wizman, Macquarie
53:40 AI Winners Need Clear Communication — Victoria Fernandez, Crossmark Global Investments
1:04:45 The Cost of Restoring Fed Credibility — Daleep Singh, PGIM Fixed Income
1:17:49 AI Has Reached an Inflection Point — Lei Qiu, AllianceBernstein
1:25:19 Institutional Demand for Private Credit Is Accelerating — Michael Arougheti, Ares Management
1:37:51 Fed Dissenters Lay Out the Case for Rate Hikes — Michael McKee, Bloomberg
1:41:53 No Fed Chair Wants This Bond Market Reaction — Phil Camporeale, JPMorgan Wealth Management
1:57:00 Amazon’s AI Spending Is Paying Off — Shweta Khajuria, Wolfe Research
2:04:11 Why Warsh’s Policy Approach Is Flawed — William Dudley, Former New York Fed President
2:18:21 AI Selloff Created a Buying Opportunity — Daniel Niles, Niles Investment Management
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Annmarie Hordern: https://twitter.com/annmarie

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