From Bloomberg Markets and Finance.
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
00:04:22 – State Street’s Dixon Sees Continued Selective US Market Strength Amid MidEast Uncertainty, AI Developments
00:30:51 – Rystad Energy’s Bell on Oil Market Pain From Hormuz Blockade
00:42:53 – Baird’s George on Bank Earnings, Private Credit
00:52:09 – Citi Upgrades US Stocks to Overweight on AI, Tech
01:05:45 – Raymond James’ Mills on Powell’s Future, Warsh Confirmation Hearing
01:15:43 – RBC’s Cassidy on Morgan Stanley Earnings
01:30:18 – Schroeders Capital CEO on Liquidity Stress Versus Structural Credit Risks in Private Credit
01:40:59 – JPMorgan AM’s Camporeale Sees US Equities Resilient Amid Oil Price Risks
01:52:41 – Citi’s Layton Outlines Three Oil Price Scenarios With Hormuz Disruption
02:07:20 – Barclays’ Sriram on Warsh Senate Confirmation Hearing
02:17:02 – Northwestern’s Schutte Says "Own Some Commodities"
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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/bloomberg-surveillance
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Lisa Abramowicz: https://twitter.com/lisaabramowicz1
Annmarie Hordern: https://twitter.com/annmarie
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