“I would say that you just about hit the target and inflation is decelerating,” says National Economic Council Director Kevin Hassett on the heels of this month’s CPI report.

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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 than “Bloomberg Surveillance.”

Chapters:
00:00 Global Rate Hikes, Iran Nuclear Risk and Apple
04:36 5% Treasury Yields Could Start to Bite Stocks — Omar Aguilar, Schwab Asset Management
18:50 Midterms Will Be a Referendum on Trump — Marc Short, Former Chief of Staff to VP Mike Pence
30:35 Mexico Hopes for US Tariff Deal by Year End — Roberto Lazzeri, Mexican Ambassador to the United States
38:55 US Can Withstand Two Rate Hikes — Kurt Reiman, UBS Global Wealth Management
54:06 This Is a Stock Picker’s Market — Venu Krishna, Barclays
1:04:51 AI Backlash Is a Bigger Market Risk Than Deficits — Libby Cantrill, PIMCO
1:17:50 Iran Nuclear Inspections Unlikely to Resume Soon — Rafael Grossi, IAEA
1:29:00 Foldable iPhone Could Reach 10% of iPhone Sales — Gene Munster, Deepwater Asset Management
1:40:21 Rate Hikes Could Do More Harm Than Good — Liz Thomas, SoFi
1:49:32 ECB Hikes Rates as Inflation Outlook Worsens — ECB Decision
1:55:39 ECB May Be Done Hiking Rates — Pooja Kumra, TD Securities
2:01:04 Energy Inflation Is Getting Harder for Fed to Ignore — Michael McKee
2:05:52 Rate Hikes Risk Crushing an Already-Strained Consumer — Mike Reid, RBC Capital Markets
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Anthropic researcher Jacob Coxon has walked away from the company, saying it is “gambling with our lives.” Seth Fiegerman has more on “Bloomberg Open Interest.”
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The European Central Bank increased interest rates for the second time since the Iran war started, responding to signs inflation is set to stay well above 2%. The deposit rate was lifted by a quarter-point to 2.5%. Bloomberg’s Oliver Crook reports from Berlin.
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Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today’s guests are RBC Capital Markets Head of Derivatives Strategy Amy Wu Silverman, AIG President & CEO Eric Andersen, Khosla Ventures Managing Director Keith Rabois and State Affairs CEO Evan Burns, Vertiv CEO Gio Albertazzi, SiTime Chairman & CEO Rajesh Vashist, Wells Fargo Chief Equity Strategist Ohsung Kwon, Former FDA Acting Commissioner Steve Ostroff, Upwork CEO Hayden Brown, D.A. Davidson Head of Technology Research Gil Luria, & Redpoint Ventures Managing Director Erica Brescia.

Chapters:
00:00:00 Bloomberg The Close
00:02:51 RBC on FOMO, Options & AI Market Risk
00:08:47 AIG CEO on Insurance, Geopolitics & AI
00:17:15 State Affairs, Khosla Ventures & AI-Powered Policy Intelligence
00:25:41 Vertiv CEO on AI Data Centers, Power & Cooling
00:32:07 Stock of the Hour: SiTime & the AI Data Center Boom
00:37:25 Wells Fargo on CPI, Rates & Data Center Politics
00:45:25 Closing Bell
00:48:07 Market Movers: KKR, Apollo & Nvidia’s $500 Billion AI Plan
00:50:37 Biggest Losers & After-Hours Earnings
00:52:35 Super Micro Earnings: Margins, Sales & AI Demand
00:55:47 CoreWeave & Cava Earnings Hit After the Bell
00:57:03 Food Safety, Restaurant Stocks & the “Guac Signal”
01:02:54 Former FDA Chief on the Cyclospora Outbreak
01:10:38 Upwork CEO on AI Agents & the Future of Work
01:18:21 CoreWeave Earnings & the Neo-Cloud Business Model
01:23:49 Super Micro, AI Servers & Hardware Demand
01:26:08 Nvidia’s $500 Billion Financing Bet
01:27:22 AI Chips, Open-Weight Models & the Next Tech Wave
01:30:12 What to Watch
——–
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