Bloomberg Surveillance 7/22/2026

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 Big Tech Earnings, Oil Shock & Market Jitters — Bloomberg Surveillance 04:53 Peak Earnings, Time to Cut Risk? — Max Kettner, HSBC 18:10 Degrade, Not Destroy: Iran's Shipping Threat — Lt. Gen. Karen Gibson (Ret.), Academy Securities 32:36 AI's Defining Moment, Alphabet & Cloud Growth — Angelo Zino, CFRA 42:45 Forecasting the Fed, Inflation & Treasury Yields — Subadra Rajappa, Société Générale 52:49 AI Isn't a Bubble, It's a Volatile Trade — Meera Pandit, JPMorgan Asset Management 01:05:26 Trump Tariffs, Drug Prices & Trade Policy — Libby Cantrill, PIMCO 01:21:31 Hormuz Flows Must Resume or Economies Suffer — Susan Bell, Rystad Energy 01:31:57 Can Rate Hikes Fight Inflation? — Simona Mocuta, State Street 01:39:45 AT&T Beats Mobile Subscriber Forecasts — John T. Stankey, AT&T 01:53:43 Bearish on Tesla, Skeptical on SpaceX Merger — James Picariello, BNP Paribas 02:08:50 Middle-Market Growth, M&A & Business Confidence — Wendy Stewart, Bank of America 02:19:15 If Earnings Deliver, Tech Leads Again — Mona Mahajan, Edward Jones -------- 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