Business
Bloomberg Surveillance 7/28/2026
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 Selloff, Fed Showdown & Big Tech Earnings
06:02 Growth Can’t Keep Up With AI Spending — Cameron Dawson, NewEdge Wealth
18:30 US Turns to Oman as Munitions Run Low — Steven Cook, Council on Foreign Relations
31:58 China’s Chip Push Challenges AI Leaders — Momei Qu, PSP Growth
42:12 What’s Driving the Fed’s Family Fight — Jonathan Pingle, UBS Investment Bank
52:13 Markets Seek Proof AI Spending Is Paying Off — Stuart Kaiser, Citi
1:07:35 Fed Talks Hawkish to Avoid Hikes — Stuart Kaiser, Citi
1:17:40 Will AI Consume Investors’ Risk Budget? — Jason Thomas, Carlyle
1:30:20 Does the Fed Need Inflation-Fighting Credibility? — Matt Hornbach, Morgan Stanley
1:41:42 AI Fears Aren’t Showing Up in Earnings — Mark Lehmann, Citizens
1:54:46 Big Tech Still Sees AI Payoff — Matt Bryson, Wedbush Securities
2:06:56 Midterms Complicate the Fed’s Next Move — Thomas Hoenig, Former Kansas City Fed President
2:18:03 Fed Credibility Faces Its Test — Oksana Aronov, JPMorgan Asset Management
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US and Chinese officials discussed artificial intelligence, investment and trade during a second day of talks in New York on Monday. The focus is on whether the two nations can agree on extending a trade truce set to expire in November, and how long any new agreement could last. Bloomberg’s Stephen Engle reports.
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More on Bloomberg Television and Markets
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source
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.
00:00:00 Bloomberg Surveillance
00:09:50 Cameron Dawson, NewEdge Wealth
00:27:24 Under Surveillance
00:34:27 George Gianarikas, Canaccord Genuity Capital Markets
00:44:24 David Tsui, S&P Global Ratings
00:57:21 Mike Wilson, Morgan Stanley
01:05:47 Scott Lincicome, Cato Institute
01:13:16 Morning Movers
01:17:35 American Airlines DC Crash Press Briefing
02:22:05 Trading Diary
——–
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
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source
US President Donald Trump and Chinese President Xi Jinping prepare to meet in Washington with technological supremacy and unresolved economic friction at the top of the agenda. Ahead of an approaching trade truce deadline, discussions are likely to center on artificial intelligence competition, semiconductor export policy, and potential Chinese EV manufacturing in the US. Against the backdrop of ongoing tariff debates and geopolitical tensions over Taiwan and Iran, Bloomberg’s Stephen Engle previews what is at stake for both economies.
——–
More on Bloomberg Television and Markets
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Oil dropped for a third day as supply concerns eased and traders looked to the next round of diplomacy that’ll shape the conflict. US President Donald Trump told Axios he was approaching a “big decision” on whether to re-escalate attacks on Tehran, with a meeting with Persian Gulf nations planned for next week in New York. Bloomberg’s Stuart Livingstone-Wallace breaks down the situation.
——–
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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More from Bloomberg:
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Bloomberg Originals: https://twitter.com/bbgoriginals
Watch more on YouTube:
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Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts
source
On this episode of Stock Movers:
– On Holding (ONON) is higher after it signed Kylian Mbappé as a partner in developing football products and representing the brand. The move marks On mounting a bold challenge to Nike and Adidas’ dominance of the sport.
– Xenon Pharmaceuticals (XENE) is in a steep decline after it voluntarily halted a trial enrollment of azetukalner, which treats depression and bipolar, after studies showed adverse events.
– Netflix (NFLX) shares are lower after Wells Fargo downgraded the stock to underweight, citing concerns about user engagement. Analyst Steven Cahall wrote that Netflix “has lacked big original series and it’s showing” and that “breakout hits” are necessary for the stock to work again.
——–
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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X: https://twitter.com/BloombergTV
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Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts
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