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Bloomberg Surveillance 7/31/2025

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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.

00:00:00 Bloomberg Surveillance
00:03:37 Chris Verrone, Strategas
00:17:06 Tobin Marcus, Wolfe Research
00:24:50 Morning Movers
00:26:06 On Our Radar
00:30:15 Stefan Slowinski, BNP Paribas Exane
00:40:03 David Seif, Nomura
00:51:59 Meera Pandit, JPMorgan Asset Management
01:06:33 Jason Furman, Harvard Kennedy School
01:13:08 Morning Movers
01:14:31 On Our Radar
01:19:46 Daniel Roeska, Bernstein
001:29:53 Esther George, Former Kansas City Fed President
01:39:51 Gargi Chaudhuri, BlackRock
01:53:08 Walt Piecyk, LightShed Partners
02:03:37 Jonathan Pingle, UBS Investment Bank
02:16:26 Morning Movers
02:17:41 Trading Diary
02:18:35 Mark Lehmann, Citizens JMP
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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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Strive Is Buying Bitcoin Hand-Over-Fist, CEO Says

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Strive Inc. Chief Executive Officer Matt Cole says this is a great time to buy Bitcoin as the price keeps falling. He says their Bitcoin holdings are up to 20,000 from 5,000 last fall. He speaks on “Bloomberg Crypto.”
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Micron Earnings Report Exceeds Expectations | Closing Bell

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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.
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More on Bloomberg Television and Markets

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#US far ahead of #China in #AI race: #ASML CEO

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ASML CEO Christophe Fouquet tells Tom Mackenzie the AI ecosystem in the US is “extremely strong,” explaining how regulation plays a role in advancing technology development


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China’s iron giant take aim at world’s top miners

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The first shipment from Simandou is set to sail from Guinea to China.
The move could shift power dynamics in the global iron ore market. William Clowes has more https://t.co/DJzllP8ccG

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Micron Earnings Inflate the AI Bubble: 3-Minutes MLIV

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Guy Johnson, Tom Mackenzie and Mark Cudmore break down today’s key themes for analysts and investors on “Bloomberg: The Opening Trade.”
——–
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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