Uploaded August 2026 | Updated September 2026, 3 weeks ago
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 Fed Inflation Fight, Bond Yields and Nvidia's AI Boom
03:37 Fed Will Cut Rates Before It Hikes — Peter Tchir, Academy Securities
19:52 Countries Need to Prepare for More Energy at Home — Peter Tchir, Academy Securities
31:09 Google's TPU Opportunity Is Still Underappreciated — Shweta Khajuria, Wolfe Research
40:15 It's Probably Time for the Fed to Do More — Claudia Sahm, New Century Advisors
53:40 Treasury Supply Angst May Already Be Priced In — Priya Misra, JPMorgan Asset Management
1:07:12 US-Canada Trade Talks Still Have an Opening — Jeannette Lowe, Strategas
1:19:15 Fed Hike Would Be Important Signal to Market — Patrick Harker, Former Philadelphia Fed President
1:28:33 Fed's Silence Gives Other Officials More Power — Seth Carpenter, Morgan Stanley
1:42:15 Global Bond Yields Still Have a Lot of Catching Up to Do — Subadra Rajappa, Societe Generale Americas
1:53:20 Munster Expects Nvidia Revenue to Grow by 90% in 2027 — Gene Munster, Deepwater Asset Management
2:05:22 Fed Can't Shrink Its Balance Sheet Much Further — Mark Cabana, BofA Global Research
2:18:25 5% Treasury Yield Would Be a Buying Opportunity — Matt Orton, Raymond James Investment Management
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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.
Watch more here: bloomberg.com/btv/series/bloomberg-surveillance
Subscribe and turn on notifications so you don't miss any new Bloomberg Television videos: tinyurl.com/ysu5b8a9
Follow Bloomberg for business news & analysis, up-to-the-minute market data, features, profiles and more: bloomberg.com
Follow Surveillance on X at: twitter.com/bsurveillance
Follow the hosts:
Jonathan Ferro: twitter.com/FerroTV
Lisa Abramowicz: twitter.com/lisaabramowicz1
Annmarie Hordern: twitter.com/annmarie
Connect with Bloomberg Television on:
X: twitter.com/BloombergTV
Facebook: facebook.com/BloombergTelevision
Instagram: instagram.com/bloombergtv
Connect with Bloomberg Business on:
X: twitter.com/business
Facebook: facebook.com/bloombergbusiness
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LinkedIn: linkedin.com/company/bloomberg-news
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 Fed Inflation Fight, Bond Yields and Nvidia's AI Boom
03:37 Fed Will Cut Rates Before It Hikes — Peter Tchir, Academy Securities
19:52 Countries Need to Prepare for More Energy at Home — Peter Tchir, Academy Securities
31:09 Google's TPU Opportunity Is Still Underappreciated — Shweta Khajuria, Wolfe Research
40:15 It's Probably Time for the Fed to Do More — Claudia Sahm, New Century Advisors
53:40 Treasury Supply Angst May Already Be Priced In — Priya Misra, JPMorgan Asset Management
1:07:12 US-Canada Trade Talks Still Have an Opening — Jeannette Lowe, Strategas
1:19:15 Fed Hike Would Be Important Signal to Market — Patrick Harker, Former Philadelphia Fed President
1:28:33 Fed's Silence Gives Other Officials More Power — Seth Carpenter, Morgan Stanley
1:42:15 Global Bond Yields Still Have a Lot of Catching Up to Do — Subadra Rajappa, Societe Generale Americas
1:53:20 Munster Expects Nvidia Revenue to Grow by 90% in 2027 — Gene Munster, Deepwater Asset Management
2:05:22 Fed Can't Shrink Its Balance Sheet Much Further — Mark Cabana, BofA Global Research
2:18:25 5% Treasury Yield Would Be a Buying Opportunity — Matt Orton, Raymond James Investment Management
--------
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: bloomberg.com/btv/series/bloomberg-surveillance
Subscribe and turn on notifications so you don't miss any new Bloomberg Television videos: tinyurl.com/ysu5b8a9
Follow Bloomberg for business news & analysis, up-to-the-minute market data, features, profiles and more: bloomberg.com
Follow Surveillance on X at: twitter.com/bsurveillance
Follow the hosts:
Jonathan Ferro: twitter.com/FerroTV
Lisa Abramowicz: twitter.com/lisaabramowicz1
Annmarie Hordern: twitter.com/annmarie
Connect with Bloomberg Television on:
X: twitter.com/BloombergTV
Facebook: facebook.com/BloombergTelevision
Instagram: instagram.com/bloombergtv
Connect with Bloomberg Business on:
X: twitter.com/business
Facebook: facebook.com/bloombergbusiness
Instagram: instagram.com/bloombergbusiness
TikTok: tiktok.com/@bloombergbusiness?lang=en
Reddit: reddit.com/r/bloomberg
LinkedIn: linkedin.com/company/bloomberg-news
