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 Bond Market Test, Nvidia Earnings and Canada Trade War
04:22 AI Earnings Boom Can Thrive With 5% Bond Yields — Steve Chiavarone, Federated Hermes
18:05 US Is Now the Wild Card in the Global Economy — Steven Cook, Council on Foreign Relations
31:04 Nvidia Price Hike Bullish Overall for Tech — Dan Ives, Yorkville Ives & Co.
40:25 Bond Market Is Repricing Risk, Not Overheating — Kelsey Berro, JPMorgan Asset Management
52:58 AI Boom Makes the Economy Harder for Fed to Slow — Ajay Rajadhyaksha, Barclays
1:06:40 US Is in a Better Place With Mexico Than Canada — Brian Gardner, Stifel
1:20:28 Investors Need a Hedge Against AI Concentration — Troy Gayeski, Future Standard
1:29:20 We’re Big Buyers of the 10-Year at 5% — Earl Davis, BMO Global Asset Management
1:40:41 Would Buy a Lot of 30-Year US Treasuries at 6% — Anne Walsh, Guggenheim Investments
1:54:59 Nvidia Must Prove It Can Be Tomorrow’s AI Platform — Momei Qu, PSP Growth
2:06:49 Warsh Can’t Stay Silent at Jackson Hole — Betsy Duke, Former Fed Governor
2:18:51 AI Revenue Slowdown Would Be the Market’s Big Test — Kelly Covley, Manning & Napier
——–
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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Listen to Bloomberg This Weekend for unique conversations spanning news, politics, lifestyle and culture.

David Gura, Christina Ruffini and Lisa Mateo bring you unique discussions and in-depth conversations with lawmakers, business leaders and cultural icons.
Bloomberg This Weekend gives you insight to make sense of the world.

Stories on today’s show includes:
– Treasury Secretary Scott Bessent Sparks a Turbulent Week in Bonds
– The Stark Choices Reshaping Ukraine at 35
– Federal Reserve Officials Head to Jackson Hole for Annual Symposium

Today’s show includes conversations with:
– Chrystia Freeland, Ukraine Special Representative
– Ingo Sigfusson, Icelandic National Broadcasting Service Correspondent
– Tony Crescenzi, Executive VP & Market Strategist at PIMCO
– Tom Keene, Host of Bloomberg Surveillance
– Patrick Radden Keefe. Author and Journalist

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Treasury Secretary Scott Bessent delivered remarks to kick off the week, announcing a plan to to sever Iran from the global economy and threatening all nations to cut ties with Iran. A panel of Bloomberg experts — Chief US Interest Rate Strategist Ira Jersey, Economics & Policy Correspondent Mike McKee, and Senior National Political Correspondent Nancy Cook — react to Bessent’s remarks, including the plan for bond buybacks next month. Then, TerraPower CEO Chris Levesque, discusses his company’s plan to build a second nuclear power plant in the US this year. Plus, Bloomberg News Toronto Bureau Chief Melissa Shin breaks down President Trump’s latest tariff actions on Canada and threats to escalate the trade fight.

Chapters
00:00:00 Bloomberg Businessweek Daily
00:01:54 Market Update: Stocks, Oil & Semiconductors
00:03:45 Bessent’s Campaign to Isolate Iran
00:05:10 Can New Sanctions Actually Change Iran’s Behavior?
00:07:46 Treasury Buybacks & the Bond Market
00:10:03 Economy, Midterms & Voter Concerns
00:11:02 Kevin Warsh Heads to Jackson Hole
00:13:12 Iran Sanctions, Oil Prices & Affordability
00:14:15 Can Treasury Buybacks Bring Rates Down?
00:17:19 What Voters Want to See From the Economy
00:20:54 TerraPower’s Nuclear Push for Data Centers
00:23:35 AI Demand Drives a New Nuclear Buildout
00:25:03 How Big Tech Is Changing Nuclear Financing
00:28:10 When Will Nuclear Power Get Cheaper?
00:29:40 Data Centers’ Growing Need for Clean Power
00:32:36 Market Update: Semiconductors & Oil
00:34:25 Canada Prepares to Retaliate Against U.S. Tariffs
00:35:36 U.S.-Canada Trade Talks Break Down
00:37:56 Economic Impact of Canada’s Tariff Fight
00:39:15 Mark Carney’s Political Support in Canada
00:42:36 Market Check: Nvidia & Semiconductor Selloff
00:43:42 Stock Movers: Expedia & Canada Goose
00:46:04 Hims & Hers Drops on Customer Complaints
——–
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 – The China Show opens
00:03:36 – Alibaba’s $10 billion Hong Kong share sale draws criticism
00:13:25 – HSBC Asset Management’s Beth Wong on Asia’s busy earnings week
00:23:35 – CXMT set to report first earnings as a listed company
00:35:25 – PLS Group’s Dale Henderson on earnings
00:48:39 – Alibaba shares fall on record share sale
00:56:08 – What to expect at the Jackson Hole symposium?
01:00:46 – BofA’s Anna Zhou on growing travel demand to China
01:12:41 – AI demand set to boost Eoptolink’s second-quarter earnings
01:14:46 – iPhone demand expected to drive Luxshare Precision’s profit growth
01:18:25 – Fallout from US-Canada trade talks intensifies
01:24:16 – Chinese robot breaks 100-meter record, then crashes
——–
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
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.

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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.

Chapters:
00:00 AI Capital Rush, Bond Market Risk and Consumer Cracks
04:21 US Consumer Resilience Starting to Show Cracks — Lori Calvasina, RBC Capital Markets
18:11 No Confidence in an Iran Peace Deal — Steven Cook, Council on Foreign Relations
30:44 BOJ Is Running Out of Options to Support the Yen — Sonja Marten, DZ Bank
41:00 Fed Hawks May Push Rate Hikes Further Out — Neil Dutta, Renaissance Macro Research
51:28 Risk Appetite Is Fueling a New Leverage Cycle — Chris Harvey, CIBC
1:05:53 Iran Risk Changes When the Off-Ramp Disappears — Ed Mills, Raymond James
1:19:52 Nvidia’s Next AI Moat Could Be Financing — CJ Muse, Cantor Fitzgerald
1:29:45 Long-End Bond Yields Keep Drifting Higher — Steven Major, Tradition Dubai
1:40:17 Bond Market Is Underpricing Inflation Risk — Darrell Cronk, Wells Fargo
1:53:52 AI Market Is Big Enough for OpenAI and Anthropic — Matt Kennedy, Renaissance Capital
2:09:12 Target Is Bringing Back Its Retail Magic — Dana Telsey, Telsey Advisory Group
2:18:20 AI Monetization Gives Chip Rally More Runway — 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

Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
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LinkedIn: https://www.linkedin.com/company/bloomberg-news/

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