Business
Bloomberg Surveillance 8/24/2026
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 Bond Market Test, Nvidia Earnings and Canada Trade War
04:22 AI Earnings Boom Can Thrive With 5% Bond Yields — Steve Chiavarone, Federated Hermes
18:05 US Is Now the Wild Card in the Global Economy — Steven Cook, Council on Foreign Relations
31:04 Nvidia Price Hike Bullish Overall for Tech — Dan Ives, Yorkville Ives & Co.
40:25 Bond Market Is Repricing Risk, Not Overheating — Kelsey Berro, JPMorgan Asset Management
52:58 AI Boom Makes the Economy Harder for Fed to Slow — Ajay Rajadhyaksha, Barclays
1:06:40 US Is in a Better Place With Mexico Than Canada — Brian Gardner, Stifel
1:20:28 Investors Need a Hedge Against AI Concentration — Troy Gayeski, Future Standard
1:29:20 We’re Big Buyers of the 10-Year at 5% — Earl Davis, BMO Global Asset Management
1:40:41 Would Buy a Lot of 30-Year US Treasuries at 6% — Anne Walsh, Guggenheim Investments
1:54:59 Nvidia Must Prove It Can Be Tomorrow’s AI Platform — Momei Qu, PSP Growth
2:06:49 Warsh Can’t Stay Silent at Jackson Hole — Betsy Duke, Former Fed Governor
2:18:51 AI Revenue Slowdown Would Be the Market’s Big Test — Kelly Covley, Manning & Napier
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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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UK Chancellor John Healey warned of global “economic storms” in his first budget — hiking taxes on banks and setting a date for defense investment. Alex Morgan breaks down they key measures.
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US, Ukrainian and Russian delegations are scheduled to meet in Abu Dhabi on November 10th and 11th, with Steve Witkoff and Jared Kushner expected to represent the US. Joining Bloomberg This Weekend former Deputy Secretary of State Stephen Biegun discusses how a Democratic-controlled Congress could bring greater scrutiny to President Donald Trump’s foreign policy as the US renews efforts to negotiate an end to Russia’s war in Ukraine.
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Global stock markets erased a selloff sparked by a Democratic sweep of the US Congress, as uncertainty surrounding the midterms faded. What are analysts watching now? Bloomberg’s Charlie Wells explains.
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On Bloomberg This Weekend, Democratic Reps.-elect Paul Barringer of North Carolina and Shannon Taylor of Virginia say voters sent them to Washington with a mandate to address affordability, health care and government accountability. Speaking with hosts David Gura and Christina Ruffini, they discuss working across the aisle, restoring congressional authority and responding to concerns about tariffs, data centers and the cost of living.
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On this episode of the Elon, Inc. podcast, we discuss how Musk’s political views are affecting his customer base. Listen to the full episode wherever you get your podcasts https://trib.al/kJ7ZTrU
#tech #technology #politics
Each week, listen in as host David Papadopoulos convenes a panel of Bloomberg Businessweek journalists who are tracking Musk’s companies and the surprising ways they intersect. They break down the business mogul’s latest moves and analyze what they could mean for us all.
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