Business
Bloomberg Surveillance 5/14/2026
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:
00:00:00 – Bloomberg Surveillance starts
00:05:14 – Tech Has Become Value in Markets, Evercore ISI’s Julian Emanuel Says
00:32:45 – New Street Research’s Ferragu on Nvidia H200 Chip Sales to Chinese Firms
00:43:09 – Wells Fargo’s Nelson Says Fed Rate Cuts Unlikely This Year
00:52:34 – JPMorgan’s Quinsee Makes Case to Look Beyond Big Tech
01:05:46 – Fmr. Senior White House Trade Advisor Kelly Ann Shaw on Complexity of US-China Relations
01:19:31 – UBS’s Najarian Sees Shift Favoring Big Banks Over Regionals
01:28:44 – Edward Jones’ Mahajan on Warsh Led Fed, US Economy
01:39:17 – Fed’s Stephen Miran on Supply Shocks, Policy, Central Bank Tenure
01:56:44 – BTIG’s Krinsky on Tech Momentum Reversal
02:06:27 – ADP’s Richardson on US Retail Sales, Jobless Claims
02:17:39 – Julie Biel Focusing on Earnings Growth
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source
Rep. Mike Lawler (R-NY) joined Christina Ruffini and David Gura this morning on Bloomberg This Weekend for a wide-ranging discussion, including President Trump’s impending decision to approve a $14 billion US arms sale to Taiwan, which could unleash a bipartisan backlash in Washington or face Beijing’s wrath if the deal is approved. Xi Jinping warned that Taiwan could lead to “clashes” between the US and China, calling it a “highly dangerous situation” for the world’s biggest economies.
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