Bloomberg Surveillance 7/17/2026 Prolific [bu4VcwrvGNo]

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 AI Selloff, Iran Escalation & Tech Earnings Bloomberg Surveillance

03:28 AI Spending, China Models & Market Rotation Aaron Kennon, Clear Harbor Asset Management

19:48 Iran Escalation, Strait of Hormuz & US Strategy Tobin Marcus, Wolfe Research

30:59 Netflix Growth, Streaming Strategy & Live Sports Alicia Reese, Wedbush

41:30 AI, Hiring Trends & Global Labor Markets Nela Richardson, ADP

51:37 AI Spending, China Competition & hamilton weather Tech Volatility John Stoltzfus, Oppenheimer

01:07:56 US-China Tensions, AI Policy & Trade Risks Jeannette Lowe, Baird Strategas

01:17:03 Energy Shortages, Oil Markets & Refining Bottlenecks Jeffrey Currie, Altis Partners

01:29:59 AI Debt Boom, Hyperscalers & Credit Markets Dominique Toublan, Barclays

01:41:25 S&P Earnings, AI Rotation & Path to 8000 Binky Chadha, Deutsche Bank

01:53:26 AI Arms Race, China Competition & Big Tech Daniel Ives, Yorkville Ives & Co.

02:04:52 Money Supply, Inflation & Fed Policy Stephen Miran, Hudson Bay Capital Management

02:18:13 Market Rally, Tech Selloff & Equity Outlook Jason Draho, UBS

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