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 AI Selloff, Iran Escalation & Tech Earnings — Bloomberg Surveillance
03:28 AI Spending, China Models & Market Rotation — Aaron Kennon, Clear Harbor Asset Management
19:48 Iran Escalation, Strait of Hormuz & US Strategy — Tobin Marcus, Wolfe Research
30:59 Netflix Growth, Streaming Strategy & Live Sports — Alicia Reese, Wedbush
41:30 AI, Hiring Trends & Global Labor Markets — Nela Richardson, ADP
51:37 AI Spending, China Competition & Tech Volatility — John Stoltzfus, Oppenheimer
01:07:56 US-China Tensions, AI Policy & Trade Risks — Jeannette Lowe, Baird Strategas
01:17:03 Energy Shortages, Oil Markets & Refining Bottlenecks — Jeffrey Currie, Altis Partners
01:29:59 AI Debt Boom, Hyperscalers & Credit Markets — Dominique Toublan, Barclays
01:41:25 S&P Earnings, AI Rotation & Path to 8000 — Binky Chadha, Deutsche Bank
01:53:26 AI Arms Race, China Competition & Big Tech — Daniel Ives, Yorkville Ives & Co.
02:04:52 Money Supply, Inflation & Fed Policy — Stephen Miran, Hudson Bay Capital Management
02:18:13 Market Rally, Tech Selloff & Equity Outlook — Jason Draho, UBS
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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.

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“Bloomberg Real Yield” highlights the market-moving news you need to know. Today’s guests: Nuveen Head of Fixed Income Strategy Tony Rodriguez, JPMorgan Asset Management US CIO of US GFICC Kay Herr, Wells Fargo Global Head of High Grade Debt Syndicate Maureen O’Connor, and BNP Paribas Head of US Credit Strategy Meghan Robson.

Chapters:
00:00:00 – Real Yield opens
00:03:07 – Michael McKee on Fed Messaging & Inflation Data
00:05:52 – Roundtable: Kay Herr & Tony Rodriguez
00:08:41 – Oil Prices and the Inflation Risk
00:11:08 – AI Spending, Inflation & Positioning on the Yield Curve
00:13:52 – European Data Center Debt Market
00:17:56 – Credit Rating Agencies Revamp CLO Methodology
00:21:31 – Auction Block: Bank Bond Sales & Credit Issuance
00:23:15 – Credit Roundtable: Meghan Robson & Maureen O’Connor
00:25:15 – Is AI Creating a Credit Bubble?
00:26:27 – Anthropic IPO & Future AI Financing
00:30:24 – Investor Demand for Hyperscaler Debt
00:32:32 – Muni Moment: Chicago Parking Meter Lease
00:34:57 – Connecticut Water Bond Sale
00:38:43 – Final Thoughts: Inflation, AI & Fed Outlook with Stuart Paul
——–
More on Bloomberg Television and Markets

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“Bloomberg: The China Show” is your definitive source for news and analysis on the world’s second-biggest economy. From politics and policy to tech and trends, Yvonne Man and David Ingles give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.

Chapters:
00:00:00 – Bloomberg: The China Show opens
00:10:59 – Breaking: Trump alleges Chinese interference in US elections
00:38:46 – Manycore Tech’s co-founder Victor Huang on company’s business & AI strategy
00:45:30 – Henry Huiyao Wang on Trump’s election allegations against China
00:56:35 – Breaking: Xi Jinping outlines China’s AI ambitions at WAIC
01:19:46 – Morgan Stanley’s Laura Wang on Hong Kong’s market recovery
01:31:56 – Exclusive: SenseTime CEO on navigating US tech restrictions
01:36:58 – Will Korea’s ETF crackdown curb market volatility?
——–
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This week, Former Cleveland Fed President Loretta Mester discusses the recent change in the inflation narrative. And, can US shipyards build President Trump’s “Golden Fleet” fast enough to keep up with China? Plus, why small businesses are still fighting to get their money back after the Supreme Court struck down the Trump administration’s IEEPA tariffs. Later, Blair Effron of Centerview Partners discusses how AI is reshaping the investment landscape.

Chapters:
00:00:00 – New Inflation Concerns
00:11:18 – Navy Buildout Challenges
00:23:47 – Tariff Refund Fight
00:34:59 – Markets Chase AI
00:47:26 – Future of New York City
——–
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Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Katie Greifeld, Carol Massar and Tim Stenovec.
——–
More on Bloomberg Television and Markets

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