Bloomberg Surveillance 6/29/2026

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: 00:00:00 Bloomberg Surveillance starts 00:04:25 Ajay Rajadhyaksha (Barclays) | Nvidia, AI Stocks & Why the AI Rally Continues 00:18:42 Norman Roule (CSIS) | Iran, Strait of Hormuz & Oil Market Risks 00:31:22 Momei Qu (PSP Growth) | OpenAI, Samsung & the Global AI Race 00:40:40 Aditya Bhave (BofA Securities) | Fed Rate Hikes, Inflation & Jobs 00:53:42 Alicia Levine (BNY Wealth) | S&P 500 Outlook, AI Earnings & Market Rotation 01:06:50 Alicia Levine (BNY Wealth) | China AI vs OpenAI & Sovereign AI Investing 01:20:24 Nur Cristiana (JPMorgan Private Bank) | USMCA Trade Deal, Mexico & Supply Chains 01:29:59 Steve Englander (Standard Chartered) | Fed, Inflation & Why the Dollar Stays Strong 01:40:06 Jim Caron (Morgan Stanley) | AI Investing, Stocks vs Bonds & Nominal Growth 01:52:49 Amanda Lynam (Goldman Sachs) | Private Credit, AI & Software Risk 02:07:38 Michael Darda (Roth Capital) | Fed Policy, Inflation & the Labor Market 02:17:16 Manish Kabra (SocGen) | S&P 500 to 8000? AI Earnings & the Bull Case -------- Watch 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: https://www.bloomberg.com/btv/series/... Subscribe and turn on notifications so you don't miss any new Bloomberg Television videos: https://tinyurl.com/ysu5b8a9 Follow Bloomberg for business news & analysis, up-to-the-minute market data, features, profiles and more: http://www.bloomberg.com Follow Surveillance on X at:   / bsurveillance   Follow the hosts: Jonathan Ferro:   / ferrotv   Lisa Abramowicz:   / lisaabramowicz1   Annmarie Hordern:   / annmarie   Connect with Bloomberg Television on: X:   / bloombergtv   Facebook:   / bloombergtelevision   Instagram:   / bloombergtv   Connect with Bloomberg Business on: X:   / business   Facebook:   / bloombergbusiness   Instagram:   / bloombergbusiness   TikTok: https://www.tiktok.com/@bloombergbusi... Reddit:   / bloomberg   LinkedIn:   / bloomberg-news