Bloomberg Surveillance 7/20/2026 Bono [iTY0ZGmnOiR]

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 Middle East Escalation, AI Earnings & Fed Outlook Bloomberg Surveillance

03:22 Chip Selloff, Tech Upgrade & Market Rotation Lori Calvasina, RBC Capital Markets

20:14 Weak MOU, Strait of Hormuz & Iran Escalation Steven Cook, Council on Foreign Relations

34:09 Alphabet Earnings, AI Monetization & Gemini dvp closure Sarah Kunst, Cleo jennifer lopez Capital

41:59 AI Debt Boom, Hyperscalers & Credit Markets Kay Herr, JPMorgan Asset Management

51:59 China AI Shock, Cheap Compute & Market Risks Peter Tchir, Academy Securities

01:06:23 Iran War, Congress & Trump Strategy Henrietta Treyz, Veda Partners

01:18:03 AI Spending, Google Earnings & Cloud Demand Ron Josey, Citi

01:25:10 Andy Burnham Takes Office Lizzy Burden, Bloomberg

01:31:29 Andy Burnham's First Speech as UK Prime Minister

01:44:42 Global Risks, Oil Markets & Investing Mike Pyle, BlackRock

01:57:12 Google Cloud, Gemini & AI Returns Colin Sebastian, Baird

02:13:27 Fed on Hold, Inflation & Interest Rates Gregory Daco, EY-Parthenon

02:22:37 AI Rotation, Market Positioning & Tech Risks Ozan Tarman, Deutsche Bank

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