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Bloomberg Surveillance 5/22/2026

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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:
00:00:00 – Bloomberg Surveillance Begins
00:03:16 – Invesco Chief Global Market Strategist Brian Levitt on Sustained Market Rally
00:15:48 – US-Iran Talks Stall Over Uranium & Hormuz Tolls
00:31:37 – New Street Research Managing Director Pierre Ferragu on AI Giants Race for IPO
00:39:52 – Evercore ISI Vice Chair Krishna Guha on The Future of the Fed Under Warsh
00:53:05 – Pivotal Advisors CEO Tiffany McGhee on Market Outlook
01:05:43 – Rapidan Energy Founder Bob McNally on US-Iran Negotiations & Crude Prices
01:18:23 – NYSE President Lynn Martin on AI Driving The Market
01:30:14 – Deborah Cunningham of Federated Hermes on The State of the Fed
01:40:19 – Alex Altmann of Barclays on Market Outlook
01:54:38 – Wedbush VP of Equity Research Antoine Legault on Value of Quantum Computing
02:08:35 – The Conference Board Senior US Economist Yelena Shulyatyeva on Consumers
02:19:41 – Earl Davis BMO Global Asset Management on Global Yields
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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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Business

Ukraine Seeks Faster Patriot Production

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Axios defense reporter Colin Demarest says President Donald Trump’s proposal to let Ukraine produce Patriot interceptors faces significant manufacturing, licensing and technology hurdles, making it unlikely to address Kyiv’s immediate air defense needs. He says shortages of advanced interceptors continue to raise broader questions about defense industrial capacity, while Ukraine’s rapid innovation in drones is reshaping how allies think about modern warfare.
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More on Bloomberg Television and Markets

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Paramount-Warner Bros. Deal Challenged by California, States

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A group of 12 states sued Paramount Skydance Corp. Monday seeking to block its $110 billion bid to buy Warner Bros. Discovery Inc., alleging the blockbuster Hollywood deal would leave viewers with higher prices and fewer choices for movies and television.  Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst for Antitrust joins Bloomberg Businessweek Daily to discuss.
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Makary on FDA’s rollback of hormone replacement therapy warnings #shorts #fda #hrt #womenshealth

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Dr. Marty Makary, former FDA Commissioner, explains the decision behind the FDA’s rollback of long-standing warnings on hormone replacement therapy. On Wall Street Week we look at the $360 billion women’s health market, Wall Street’s investment in menopause and the challenges of distinguishing evidence-based care from marketing hype https://bloom.bg/3EMZYZX

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Maine Democrats Face Tight Senate Deadline

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Bloomberg’s Boston Bureau Chief Brooke Sutherland says Maine Democrats are racing to choose a new Senate nominee after Graham Platner withdrew, leaving the party with little time to unify behind a replacement in a race viewed as critical to control of the Senate. She says party leaders face pressure over the candidate vetting process as delegates prepare to select a nominee from a crowded field ahead of the filing deadline.
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AI May Not Solve Demographic Decline

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Martha Gimbel, executive director and cofounder of the Budget Lab at Yale University, says artificial intelligence is unlikely to offset the economic challenges of an aging population, arguing the US is confronting two major transitions at the same time rather than one solving the other. She says AI could improve productivity in some areas, particularly by helping caregivers with physically demanding tasks, but questions whether consumers will embrace automation in roles where human interaction remains essential.
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More on Bloomberg Television and Markets

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