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Bloomberg Surveillance 7/20/2026

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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 Middle East Escalation, AI Earnings & Fed Outlook — Bloomberg Surveillance
03:22 Chip Selloff, Tech Upgrade & Market Rotation — Lori Calvasina, RBC Capital Markets
20:14 Weak MOU, Strait of Hormuz & Iran Escalation — Steven Cook, Council on Foreign Relations
34:09 Alphabet Earnings, AI Monetization & Gemini — Sarah Kunst, Cleo Capital
41:59 AI Debt Boom, Hyperscalers & Credit Markets — Kay Herr, JPMorgan Asset Management
51:59 China AI Shock, Cheap Compute & Market Risks — Peter Tchir, Academy Securities
01:06:23 Iran War, Congress & Trump Strategy — Henrietta Treyz, Veda Partners
01:18:03 AI Spending, Google Earnings & Cloud Demand — Ron Josey, Citi
01:25:10 Andy Burnham Takes Office — Lizzy Burden, Bloomberg
01:31:29 Andy Burnham’s First Speech as UK Prime Minister
01:44:42 Global Risks, Oil Markets & Investing — Mike Pyle, BlackRock
01:57:12 Google Cloud, Gemini & AI Returns — Colin Sebastian, Baird
02:13:27 Fed on Hold, Inflation & Interest Rates — Gregory Daco, EY-Parthenon
02:22:37 AI Rotation, Market Positioning & Tech Risks — Ozan Tarman, Deutsche Bank
——–
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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Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/

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Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/

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Bergeron Says Ethan Allen CEO Needs to Go

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DGB Investments founder Douglas Bergeron is pushing to make major changes at Ethan Allen. The activist investor says CEO and Chairman Farooq Kathwari needs to be removed and be replaced by Stefanie Tsen Ward. Bergeron speaks on “Bloomberg Open Interest.”
——–
More on Bloomberg Television and Markets

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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:
Bloomberg Radio: https://twitter.com/BloombergRadio

Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals

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Bloomberg Surveillance 7/10/2026

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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 AI Stocks, Fed Outlook & Japan Markets — Bloomberg Surveillance
04:03 AI Investing, Bond Markets & Fed Outlook — George Goncalves, MUFG
17:38 Iran Talks, Oil Prices & Middle East — Steven Cook, Council on Foreign Relations
31:01 SK Hynix IPO, AI Memory & Chip Demand — Jing Jie Yu, Morningstar
40:34 Fed Task Force, Inflation & Interest Rates — Kit Juckes, Société Générale
51:56 AI Chips, Hyperscalers & Tech Rotation — Lisa Shalett, Morgan Stanley
01:05:46 Iran, Oil Prices & Midterm Politics — Ed Mills, Raymond James
01:16:28 Delta Earnings, Airlines & Premium Travel — Stephen Trent, Citi
01:29:00 Fed Task Force, Inflation & Bond Markets — Ed Al-Hussainy, Columbia Threadneedle
01:39:40 AI Earnings, Small Caps & Market Rotation — Liz Ann Sonders, Charles Schwab
01:54:02 SK Hynix IPO, AI Memory & Semiconductors — Jay Goldberg, Seaport Global
02:05:57 Sticky Inflation, Fed Rate Hikes & AI — Nancy Lazar, Piper Sandler
02:17:08 AI Bubble, Chip Stocks & Market Risks — Jonathan Krinsky, BTIG
——–
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:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/

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Facebook: https://www.facebook.com/bloombergbusiness
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TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
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LinkedIn: https://www.linkedin.com/company/bloomberg-news/

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Taiwan’s Deputy Foreign Minister Responds to Pakistan’s Airspace U-Turn

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“Insight with Haslinda Amin” is a daily news program featuring in-depth, high-profile interviews and analysis to give viewers the complete picture on the stories that matter. The show features prominent leaders spanning the worlds of business, finance, politics and culture.

Chapters:
00:00:00 – Insight with Haslinda Amin Begins
00:01:54 – Industry heavyweights Alphabet and Samsung disappoint
00:04:11 – MetLife Investment Management’s Omar Slim on Fed decision and rate path
00:23:56 – Exclusive: Taiwanese Deputy Foreign Minister Chen Ming-chi on Pakistan’s initial restrictions
00:25:36 – Exclusive: Taiwanese Deputy Foreign Minister Chen Ming-chi on whether other countries might weaponize airspace
00:32:54 – Exclusive: Taiwanese Deputy Foreign Minister Chen Ming-chi on cooperation with Washington
00:35:28 – Indian markets open as investors watch Jio Platforms’ second day of trading
00:40:24 – IFSCA’s K Rajaraman on global inflows into India
00:44:10 – IFSCA’s K Rajaraman on ambitions to turn GIFT City into a financial hub
——–
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.

Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
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Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/

More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio

Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals

Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts

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Chipotle Sales Beat as New Chicken, Chips Bring Diners Back

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Chipotle Mexican Grill Inc. sales rose faster than expected in the third quarter, as more frequent menu launches and revamped loyalty offers help sustain a recovery that had been threatened by a food-illness scare. Bloomberg’s Michael Halen joins to discuss.
——–
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.

Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/

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TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/

More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio

Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals

Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts

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Novo Nordisk shares plunge after forecasting steep drop in sales #health

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“When you get a pricing headwind, you feel the pressure more.”

Novo Nordisk CEO Mike Doustdar tells Francine Lacqua he is “very confident” that volumes will compensate for price decreases

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