Bloomberg Surveillance 7/21/2026 Stephen Hendry Ronnie Osullivan Dispute [YJ9WRJMD07o]

Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily rashford 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 Oil Near $90, Canada Tariffs & Big Tech Earnings Bloomberg Surveillance

05:00 Big Tech Earnings, AI CapEx & Market Rally Julian Emanuel, Evercore ISI

19:52 Tariffs, AI Spending & Market Breadth Julian Emanuel, Evercore ISI

30:38 Oil Above $100? Product Shortages & Energy Risks Francisco Blanch, BofA Securities

43:11 Burnham's Spending Plans Test UK Markets Jane Foley, Rabobank

53:05 Earnings Boom, Fed Risk & Market Leadership Emily Roland, Manulife John Hancock Investments

01:07:14 Iran Ceasefire, Escalation Risks & Strait of Hormuz Ariana Salvatore, Morgan Stanley

01:19:23 Investor Fatigue, TSMC & Chip Valuations Ted Mortonson, Baird

01:32:07 Weak Consumer, humberto cruz AI Growth & Fed Outlook Joe Davis, Vanguard

01:39:38 GM Boosts Outlook, Premium Truck Pricing & Margins Paul Jacobson, General Motors

01:52:42 Funding the AI Boom, Hyperscalers & ROI Abby Yoder, JPMorgan

02:08:57 Three Fed Hikes? Inflation & Bond Markets Robert Sockin, Citi

02:17:27 Banks Over Bonds, hudson westbrook Tech Earnings & Yield Curve Darrell Cronk, Wells Fargo

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