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 Bloomberg Surveillance starts
05:59 Peter Tchir (Academy Securities) | Is the AI Spending Boom Breaking?
19:49 Peter Tchir (Academy Securities) | Why OpenAI Wants to Give the US Government a 5% Stake
31:08 Stefan Slowinski (BNP Paribas) | Meta Cloud Strategy & AI Infrastructure Risks
41:47 Marc Giannoni (Barclays) | Fed Outlook, Inflation & July Rate Debate
53:43 Priya Misra (JPMorgan) | Jobs Report Preview & Bond Market Outlook
1:07:11 Ariana Salvatore (Morgan Stanley) | AI Regulation, Washington & Tech Policy
1:18:37 Gil Luria (DA Davidson) | Why Meta’s Cloud Pivot Is Bullish
1:30:07 Nela Richardson (ADP) | Labor Market Outlook Before Payrolls
1:39:16 Nadia Lovell (UBS) | AI Stocks, Semiconductors & Market Breadth
1:52:23 Subadra Rajappa (Société Générale) | Could the Fed Still Hike After Payrolls?
2:06:42 Stephanie Roth (Wolfe Research) | What the Jobs Report Means for the Fed
2:18:41 Jeffrey Rosenberg (BlackRock) | Bonds, Fed Policy & AI Market Outlook
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Roman Abramovich is selling Chelsea Football Club after almost two decades of ownership. The billionaire’s ties to Russia are being scrutinized. He is seeking 3 billion-pounds from the sale of the football club and has said that net proceeds will go to a foundation for Ukraine war victims. The billionaire hasn’t been personally sanctioned by the U.K., but it highlights the global scramble by oligarchs to keep assets from being frozen and seized by international governments after sanctions were announced. Bloomberg’s Tom Metcalf reports on “Bloomberg Markets: Europe.”

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Nobel laureate Paul Krugman, a research professor at the City University of New York’s Graduate Center, says all jobs data is “noisy” when reacting to the June US employment report. Speaking on “Bloomberg The Close,” Krugman also says he is “disturbed” by Federal Reserve Chairman Kevin Warsh’s point of view on monetary policy and warns that the Supreme Court’s Trump v. Slaughter ruling gives too much discretionary power to President Donald Trump.
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Citigroup’s CEO Jane Fraser has brought the third-largest bank back from the brink and is quickly building a rapport with President Trump and his administration, a feat that has eluded many peers. Todd Gillespie explains how she managed it
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Meta Platforms is developing plans to build a cloud infrastructure business that would sell access to AI computing power and models. It would take on industry leaders like Amazon Web Services, Microsoft Azure and Google Cloud. Mandeep Singh of Bloomberg Intelligence has details.
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