Business
Wall Street Week – 03/15/2022
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 Warsh Rate Bets, $90 Oil and Nvidia’s AI Boom
04:04 Consumer Slowdown Could Surprise the Stock Market — Bob Elliott, Unlimited Funds
17:49 US Has Few Options on Iran Without Confronting China — Jon Lieber, Eurasia Group
31:26 US Slowdown Risk Isn’t Priced Into Markets — Erik Nelson, Wells Fargo
39:36 Markets Are Overreading Warsh’s Hawkish Signal — Andrew Hollenhorst, Citi
52:26 Nvidia Says the AI Spending Slowdown Isn’t Coming Yet — Sarah Hunt, Alpine Saxon Woods
1:07:14 Data Center Boom Is Making Energy Investable Again — Sarah Hunt, Alpine Saxon Woods
1:17:25 Venezuela Deal a Bit of a Sideshow for Oil — Paul Sankey, Sankey Research
1:28:13 Fed Has a ‘Kill Switch,’ Not an Inflation Dial — Blake Gwinn, RBC Capital Markets
1:40:34 A Third of S&P Earnings Growth Comes From Two Stocks — Liz Ann Sonders, Charles Schwab
1:54:30 Higher Rates Won’t Fix Today’s Inflation Problem — Gregory Daco, EY-Parthenon
2:01:52 Nvidia Investing $3.5 Billion in Chipmaker MediaTek — Ed Ludlow
2:04:23 AI Infrastructure Spending Can Run Through 2030 — CJ Muse, Cantor Fitzgerald
2:18:13 Bonds Can Diversify Again — If Investors Think in Years — Matt Diczok, Merrill and BofA Private Bank
——–
Watch it live every week day from 6-9 ET on Bloomberg Television, YouTube, Roku, Apple TV, Samsung TV, Android TV, Rakuten TV.
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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 than “Bloomberg Surveillance.”
Chapters:
00:00 Fed Hike Debate, Iran Escalation and Yen Intervention
03:53 Rate Hike Cycle Could Threaten the Bull Market — Keith Lerner, Truist Advisory Services
19:12 Iran War Could Escalate After the Midterms — Ed Mills, Raymond James
31:48 BOJ Hikes Are the ‘Only Thing Left’ for Yen — Jayati Bharadwaj, TD Securities
42:17 Wage Growth Isn’t Fueling Inflation — Nela Richardson, ADP
54:29 Investors Hate Bonds Before They Love Them — Emily Roland, Manulife John Hancock Investments
1:06:24 Data Center Backlash Is Reshaping Politics — Adam Hodge, Bully Pulpit International
1:21:08 Companies Are Hoarding Workers, Waiting for Growth — Steve Odland, The Conference Board
1:30:41 Waller May Be a Better Fed Guide Than Warsh — Tony Rodriguez, Nuveen
1:40:30 The Economy May Be Too Small for the AI Buildout — Ohsung Kwon, Wells Fargo
1:52:23 Higher Rates Could Cap AI Stock Valuations — Frank Lee, HSBC
2:00:57 Waller Says August CPI Is Key to Rate Decision — Michael McKee
2:06:58 Consumer Spending Is Stronger Than It Looks — Michelle Meyer, Mastercard Economics Institute
2:17:14 AI Is Still Overpowering Higher Rates — Abby Yoder, JPMorgan Private Bank
——–
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
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: https://twitter.com/bsurveillance
Follow the hosts:
Jonathan Ferro: https://twitter.com/FerroTV
Lisa Abramowicz: https://twitter.com/lisaabramowicz1
Annmarie Hordern: https://twitter.com/annmarie
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Business
Yen Surge Puts Spotlight on BOJ and Intervention Risks | Insight with Haslinda Amin 9/3/2026
Insight with Haslinda Amin, a daily news program featuring in-depth, high-profile interviews and analysis to give viewers the complete picture on the stories that matter. The show features prominent leaders spanning the worlds of business, finance, politics and culture.
Chapters:
00:00:00 – Insight with Haslinda Amin Begins
00:01:06 – Asian stocks advance as oil slips, yen in focus
00:01:58 – Yen’s spike leaves traders guessing about intervention
00:02:53 – Japan’s 30-year bond auction risks adding fuel to debt sellof
00:04:44 – Farro Capital CIO Hamza Ayub on dollar exposure and currency hedging risks
00:17:01 – Trump to levy more chip tariffs, exemptions for US manufacturing
00:19:19 – Zeiss SMT CEO Frank Rohmund says China 15 years behind in chipmaking tools
00:24:10 – Trump says Iran strikes to be short, asserts Hormuz control
00:28:07 –
00:28:12 – Gold holds gain as Trump’s war comments ease inflation jitters
00:28:42 – UBS Investment Bank strategist Joni Teves on demand for gold
00:36:31 – Japan’s 30-year government bond auction sees stronger demand than 12-month average
00:39:40 – India’s foreign inflow recovery faces yield threat
00:43:01 – India diaspora flows hit $127 billion, 1.5 times above estimate
——–
More on Bloomberg Television and Markets
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Business
Saudi Oil Falls to 9-Year Low as Tanker Attacks Rise | Horizons Middle East & Africa 9/3/2026
Saudi oil exports fall to their lowest level in nine years as tankers come under attack in the Red Sea, with Saudi exports dropping to around 3 million barrels a day in August. Oil prices steady after their recent rally as Trump says strikes on Iran could be short-lived and warns the US is prepared to attack at any time. The US also escorted 18 million barrels of oil through the Strait of Hormuz on Tuesday, while traders watch the yen for possible intervention during the holiday period. Hegseth extends Middle East troop deployments into 2027.
On the technology front, the US weighs fresh tariffs on imported chips and electronics, with Lutnick saying the measures aim to boost domestic chip production. Taiwan is expected to announce more investment in US semiconductor manufacturing next week, with TSMC and Micron among companies investing in the US. Meta releases a more powerful AI model, Nvidia CEO calls on G20 nations to accelerate AI adoption, HPE raises its sales forecast on AI demand, and AI coding tools lift Snowflake’s outlook. Uber plans to cut 10% of its workforce, while AI firm G42 weighs raising billions of dollars from investors including Microsoft, Silver Lake and Mubadala.
In Gaza, Hamas warns the ceasefire is in doubt following an Israeli raid and the capture of a Hamas security chief. Netanyahu says the captured figure was seeking to restore Hamas rule in Gaza, while the US and Israel insist Hamas must disarm before the Gaza plan can move forward. Hamas, meanwhile, says Israeli forces must leave Gaza before it will disarm.
In Venezuela, the US backs energy deals aimed at increasing oil production, with Wright saying China will have no claims over Venezuela’s oil revenue. Chevron plans to invest $7 billion to double output, while Wirth sees Venezuela’s production reaching 600,000 barrels a day by 2031.
And in Africa, Continental Reinsurance plans Botswana’s first IPO since 2017. The company operates across more than 50 African countries. Guests includes Maurice Gravier, Emirates NBD Group CIO Wealth Management.
Chapters:
00:00:00 – Introduction
00:04:56 – Trump Says Iran Strikes to be Short-Lived
00:10:16 – US Weighs Fresh Tariffs on Imported Chips
00:13:40 – Maurice Gravier, Emirates NBD Group CIO Wealth Management
00:28:29 – Saudi Oil Exports Fall to Lowest Levels in Nine Years
00:31:54 – AI Firm G42 Weighs Raising Billions of Dollars
00:35:13 – Mike Wirth, Chevron CEO
00:38:13 – Hamas Warns Ceasefire in Doubt After Israel Raid
00:42:22 – Continental Reinsurance Plans Botswana’s First IPO Since 2017
——–
More on Bloomberg Television and Markets
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Economists think the European Central Bank will raise interest rates next week but not beyond that. The majority of respondents in a Bloomberg survey expect the deposit rate to be raised by a quarter-point to 2.5% on Thursday and stay there through 2027. The survey results point toward a far more dovish outcome than markets are currently betting on. Bloomberg’s Jana Randow breaks down the situation.
——–
More on Bloomberg Television and Markets
Like this video? Subscribe and turn on notifications so you don’t miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
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@chrisfoerster3258
January 13, 2024 at 4:18 am
My gain? Freedom.
@MaRk-kl9tx
January 13, 2024 at 4:18 am
Hi people
@MaRk-kl9tx
January 13, 2024 at 4:18 am
Grand pot🦅🕶️
@geoleno8284
January 13, 2024 at 4:18 am
Macro Today… Here is not a normal inflation….The middle class is disappearing fast…They are heavily in debt, for a long time now… Is the energy inflation, in which will destroy any economy, and will challenge the core of the globalized economic system….
@ctwatcher
January 13, 2024 at 4:18 am
Kill our pets? Heck no, we're going to sell your kids so you can't one day euthanize them. Call it late term and you'll get over them. You are enemies of the USA people now go eat some bugs, drink the blood of your pet snakes.
@itsajoeybeat
January 13, 2024 at 4:18 am
That tense orchestra music in the background in the beginning of the video is annoying and unnecessary lol
@andrewl1556
January 13, 2024 at 4:18 am
Love the show, but I was distracted by Rick Reider, who has either been on a bank job or went skiing. We should be told! 😉
@percyquevedo5636
January 13, 2024 at 4:18 am
Great stuff. I watch several youtube videos on how to trade in the market but haven't made any headstart because they are either talking some gibberish or sharing their story of how they made it and I do not want to make mistakes by taking risks in my own hands
@michelangelope830
January 13, 2024 at 4:18 am
i have discovered the nature of money that would provoke the gold and cryptocurrencies market crash. If you buy put options on gold and with your influence make my theory on money known you would become rich. Being everything else to the same imagine a country with a baker, a fishmonger and a singer with no gold and another with a baker, a fishmonger and a guard to protect gold inside a vault. Which one lives better? Which one is wealthier? The country with no gold is wealthier because the baker and fishmonger get entertained by the singer for their money but the country with gold have to work to pay the guard to protect a mineral that offers no wellbeing or wealth because is useless inside a vault. An analogy would be an innocent kid after saving his pocket money buys a bicycle and his father tells him that he can store the bicycle in a garage unused to sell it in the future, but the rent would cost him some of his pocket money or he can use and enjoy the bicycle. Which option would the kid choose? There is not benefit in buying to sell because no value is added. Do you understand? The gold becomes wealth when is used, sparing the cost of protection. Because gold is increasingly more expensive to dig out as there is less underground and is increasingly cheaper as there is more on offer overground there would be a point when nobody would be mining the mineral. How much cost the taxpayers to protect gold? Cryptocurrencies are a number but money is transferable debt, a number and a name. Who would sell last, capitalist or communist? Humanity is throwing fortunes to the rubbish bin protecting a mineral valuable for its usefulness in jewellery and manufacturing. Giving gold for goods and services is barter. Humanity is buying and selling, moving gold stupidly from one vault to another paying the cost of transportation and protection because don’t understand money and pays for scarcity instead of usefulness. Would an innocent kid exchange what £46,891 can buy for 1 kilo of gold? (price on 19/3/2022). The gold market is a bubble
@xrpyoshi5864
January 13, 2024 at 4:18 am
Ferro is racist it shows bad
@gilodi7149
January 13, 2024 at 4:18 am
Great report David westin
@pt265
January 13, 2024 at 4:18 am
Amazon is a fantastic investment with a lucrative AWS and advertising ($30 billion and growing at 32%).
_ Facebook is a fantastic investment with a P/E 14 and $40b in profits that grows at 34%.
– Google is a fantastic profitable company with a lot of moat.
– Microsoft is a fantastic safe company with a lucrative Azure cloud and growing fast.
– Apple is a safe company that held its ground while other stocks fell.
– Verizon is a safe investment with 4.8% dividends and 5G smartphone explosion will accelerate!
@pt265
January 13, 2024 at 4:18 am
Russia is in bed with China.. chinese stocks…SELL, SELL, SELL!! Don't be a traitor to the U.S. It's blood money. companies must share their profits with the communist party.
.China's covid today is worse than in 2020.
Just like in 2020, covid starts in China and will spread all over the world.
With Biden in charge instead of Trump, there will be a 100% lockdown sooner.
Covid in China is worse than in 2020. UK has a covid spike. FAAMG are the safe covid stocks.
Alibaba and Tencent layoff 20%, they must be having financial trouble which doesn't match their financial statements; the world has shortages so you'd think they'd hire more people to make products instead of laying off workers.
Don't give America's enemies the time of the day let alone your money.
@danzickus2880
January 13, 2024 at 4:18 am
All Biden has to do is ramp up student loan payments and poof, there goes consumers “very strong” balance sheets and a “strong” economy. When people work and don’t have to pay loans or debt and can consume, they’ll work for that. People don’t want to work for some student loans that didn’t get them a degree or one they don’t even use. Avg student loan payment is $450-$500 a month.
@wangguangyin5305
January 13, 2024 at 4:18 am
03/18/2022！18
@DeLanoLLoya
January 13, 2024 at 4:18 am
Lawrence Summers is spot on. Fed needs to raise rates much higher to truly combat inflation. Because this inflation is not solely through workforce “productivity” it’s mainly from QE.
@bigsamuil
January 13, 2024 at 4:18 am
I love Davids accent in Russian 👌👌👌
@Austin-qh1mv
January 13, 2024 at 4:18 am
TA is all well and good but I find it truly baffling that all major crypto youtubers just look at pure TA and completely ignore the bigger narrative of why BTC is pumping and why the future outlook might not be as rosy as it seems. It's kinda irresponsible to ignore the fact that each ETF launch so far has caused a major dump at the peaks of BTC. More emphasis should be put into day tradiing as it is less affected by the unpredictable nature of the market. I have made over 12 BTC from day tradng with Ramondroy, insights and signals in less than 2 weeks, this is one of the best medium to backup your assets incase it goes bearish…
@bigsamuil
January 13, 2024 at 4:18 am
I love how zelenski buttering Biden A S S. Zelenski is a crook and criminal all the
Money goes to ukrain be distributed among thugs and ppl won’t get anything. This war was cash cow mashing for them.
@marekkolenda1514
January 13, 2024 at 4:18 am
Russian higher command totals turmoil military attacks everyone everywhere in Ukraine
@marekkolenda1514
January 13, 2024 at 4:18 am
Putin want US surrender and threaten use nuclear power
@marekkolenda1514
January 13, 2024 at 4:18 am
Hunting season on Russia generals and colonels in Ukraine by sharpshooter or snipers
@marekkolenda1514
January 13, 2024 at 4:18 am
All war starts with #68 day month year = 68
@patrickben2505
January 13, 2024 at 4:18 am
When it comes to the world of investing,most people don't know where to start. Fortunately great investors of the past and present can provide us with guidance