Bloomberg Surveillance 7/8/2026 Bugalalla [u02wkNs9Ysg]

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 Bloomberg Surveillance starts

04:54 Iran Ceasefire Ends, Oil Prices & NATO Annmarie Hordern, Bloomberg

08:14 Iran, Oil Prices & Fed Outlook Ed Yardeni, Yardeni Research

19:03 Iran Strikes, Oil Sanctions & Middle East Victoria Coates

31:43 Amazon AI Spending, Debt Markets & AWS Tom Forte, Maxim Group

40:49 AI Trade, US Dollar & Global Markets George Saravelos, Deutsche Bank

52:09 AI Rotation, Chip Stocks & Market Breadth Dan Greenhaus, Solus

01:07:42 Oil Prices, Fed Outlook & Market Risks Dan Greenhaus, Solus

01:18:17 Oil Prices, Strait of Hormuz & Energy Markets Samantha Dart, Goldman Sachs

01:27:48 AI Debt, Big Tech & Capital Markets Vishal Khanduja, Morgan Stanley

01:44:02 Energy, AI Rotation & Bank Stocks Tracie McMillion, Wells Fargo

01:57:14 Nvidia, AI Chips & Software Outlook Gil Luria, DA Davidson

02:17:44 AI CapEx, Tech Rotation & Market Outlook Scott Chronert, Citi

--------

Watch autoroute 20 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: guam

Facebook:

Instagram:

TikTok:

Reddit: vaccinations

LinkedIn: