Business
Bloomberg Surveillance 8/14/2026
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 AI Boom, Fed Complacency and a Consumer Test
04:51 Odds of a Fed Rate Hike May Rise — Julian Emanuel, Evercore ISI
19:56 AI Earnings Power Could Extend the Bull Market — Julian Emanuel, Evercore ISI
32:16 Fast-Food Prices Are Driving Diners Elsewhere — Nick Setyan, Mizuho
42:00 AI Debt Could Crowd Out the US Treasury — James Athey, Marlborough Investment Management
52:12 AI Is Driving Wider Growth — Binky Chadha, Deutsche Bank
1:06:28 Treasury Leans on T-Bills as Deficit Risks Mount — Jeannette Lowe, Baird Strategas
1:17:08 Kalshi Says It Does Not Operate Like a Sports Book — Robert DeNault, Kalshi
1:29:29 High Energy Prices Could Break the US Consumer — Lindsey Piegza, Stifel
1:40:52 AI Momentum Keeps Equities Moving Higher — Katy Kaminski, AlphaSimplex
1:53:21 Target, Walmart Point to a Resilient Consumer — Kylie Cohu, Jefferies
2:01:02 US Retail Sales Drop More Than Expected in July — Michael McKee
2:03:11 Retail Sales Blip Doesn’t Change Fed Hike Case — Aditya Bhave, Bank of America
2:17:29 Fed Rate Hikes Won’t Fix Today’s Inflation — Peter Tchir, Academy Securities
——–
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
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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
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Business
JPMorgan, Ford to Invest Billions in Michigan Manufacturing
JPMorgan Chase & Co. and Ford Motor Co. are helping launch a new program to bolster production in the state of Michigan. The bank and automaker will help suppliers in the program. JPMorgan CEO Jamie Dimon, Ford CEO Jim Farley and Michigan Governor Gretchen Whitmer speak exclusively to Bloomberg’s David Westin in Detroit.
——–
More on Bloomberg Television and Markets
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Business
Stocks Rise, Job Growth Cools, Trump Says No Diesel Export Ban | Bloomberg This Weekend
The news doesn’t stop when markets close. Hosts David Gura, Christina Ruffini and Lisa Mateo bring clarity, context and a bit of humor to the weekend’s biggest headlines, LIVE from New York. Joined by The Atlantic Staff Writer Vivian Salama, “The Profiler” Online Job Scam Hunter Jay Jones, UMich Professor of Public Policy and Economics Justin Wolfers and Fmr. Deputy Assistant Secretary of Defense for the Middle East and The Washington Institute Research Director for Near East Policy Dana Stroul.
Chapters:
00:00:00 – Bloomberg This Weekend Begins
00:02:12 – News Now with Lisa Mateo
00:04:48 – US Sep. Nonfarm Payrolls Rise 29,000 M/M; Est. +90K
00:07:37 – Black Unemployment Rose Sharply in September
00:12:45 – US Stocks Advance After Lower Sept. Jobs Report
00:17:59 – Lisa Mateo with News Now
00:19:58 – Trump Campaigns Through Alabama, Texas, Oklahoma
00:24:09 – Dennis Rodman Joins Trump at Texas Rally
00:25:37 – Alberta Separatists Show Trump’s Limits in Canada
00:30:48 – O Clamato: “The Caesar,” Alberta’s Native Cocktail
00:31:29 – News Now with Lisa Mateo
00:33:08 – South Africa Steps Up GBV Fight After 11th Woman Found Dead
00:37:53 – Can Burnham Dismantle Thatcher’s Revolution?
00:41:29 – BTW with Lisa Mateo
00:48:29 – Top of the Hour with Bloomberg This Weekend
00:50:15 – Headlines with Lisa Mateo
00:53:07 – Trump Rules Out Diesel Export Ban After G7 Decision
01:00:49 – Bessent: Iran to Have No Oil on the Water This Week
01:02:36 – Senate Battleground Widens Ahead of November
01:04:01 – Blanche: DOJ Not Reopening Criminal Probe Into Powell
01:06:29 – News Now with Lisa Mateo
01:08:06 – Nearly 3 Years Since October 7 Attack on Israel
01:19:59 – “The Profiler” Takes on Fake Job Listings & AI Fraud
01:29:59 – Travelers Finding Luxury Hotels in Small Spaces
01:36:59 – Top of the Hour with Bloomberg This Weekend
01:37:34 – Headlines with Lisa Mateo
01:40:43 – Bessent: “I Feel Like An Emergency Room Doctor…The American People Were Backed Over By the Inflation Mack Truck”
01:43:23 – Wolfers on US Sep. Nonfarm Payrolls Rise 29,000 M/M; Est. +90K
01:46:20 – US Sep. Two-Month Payroll Net Revision -60K
01:51:01 – Next Fed Rate Decision Coming October 28
01:54:59 – Lisa Mateo with News Now
01:56:33 – Pressure Builds On Iran as Trump Expands US Military Experience
02:04:22 – Bessent: Iran to Have No Oil on the Water This Week
02:08:30 – News Now with Lisa Mateo
02:10:18 – Brazil Election to See Lula, Bolsonaro in Tight Race
02:18:30 – Pointed: The News Quiz for Risk Takers
——–
More on Bloomberg Television and Markets
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Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts
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Business
Trump Dismisses ‘Little War’ With Iran as Clashes Resume
President Donald Trump dismissed concerns that the conflict in Iran was draining American firepower as clashes resumed in the on-again off-again hostilities that have stretched more than six months, with neither side willing to restart negotiations to end the war.
——–
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
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Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts
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Business
Bloomberg Surveillance 10/7/2026
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 than “Bloomberg Surveillance.”
Chapters:
00:00 AI Capital Race, Bond Selloff and Record Stocks
05:52 AI Spending Faces a Return-on-Capital Test — Aaron Kennon, Clear Harbor Asset Management
19:02 Democrats May Be Overestimating Their Senate Odds — Tobin Marcus, Wolfe Research
32:14 Can AI Capacity Keep Up With Demand? — Mitchell Green, Lead Edge Capital
43:18 Fed Hike Was Risk Management, Not a Hiking Cycle — Claudia Sahm, New Century Advisors
53:23 Slowing the AI Buildout Could Extend the Rally — Alicia Levine, BNY Wealth
1:07:59 Washington Will Eventually Have to Tax AI — Henrietta Treyz, Veda Partners
1:18:52 Infrastructure Underinvestment Is a Risk — Olivia Wassenaar, Apollo Infrastructure Group
1:29:00 Treasury Refunding May Matter More Than the Fed — Vishal Khanduja, Morgan Stanley Investment Management
1:45:03 Lower Oil Is Key to S&P 500’s Next Leg — Scott Chronert, Citi
1:54:31 AI Could Create More Jobs Than It Replaces — Eric Kutcher, McKinsey & Co.
2:09:30 Fed’s Choice Is ‘Hike or Bond Spike’ — Mark Cabana, BofA Securities
2:20:04 Nvidia Can Reach $515 — Simon Leopold, Raymond James
——–
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:
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LinkedIn: https://www.linkedin.com/company/bloomberg-news/
source
Business
Sept. Jobs Report | Bloomberg Surveillance 10/02/2026
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 than “Bloomberg Surveillance.”
Chapters:
00:00:00 – Bloomberg Surveillance | 10/02/2026
00:06:48 – Seema Shah, Principal
00:19:33 – Ed Mills, Raymond James
00:32:23 – Michael Haigh, Societe Generale
00:41:17 – Michael Gapen, Morgan Stanley
00:53:01 – Priya Misra, JPMorgan
01:05:36 – France’s Bond Crisis Deepens
01:20:47 – Matt Brill, Invesco
01:31:02 – Mike Reid, RBC
01:42:19 – Nadia Lovell, UBS
01:55:00 – Becky Frankiewicz, ManpowerGroup
02:08:02 – Neil Dutta, Renaissance
02:20:04 – Jeffrey Rosenberg, BlackRock
——–
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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More from Bloomberg:
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Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals
Watch more on YouTube:
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Bloomberg Originals: https://www.youtube.com/@business
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Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts
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