Bloomberg Surveillance 7/31/2026

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 Tech Rebound, Fed Fallout & Middle East Diplomacy 03:48 Strong Earnings Defy Macro Uncertainty — Dan Greenhaus, Solus Alternative Asset Management 20:30 Hamas Disarmament Could Isolate Iran — Lt. Gen. Robert Walsh (Ret.), Academy Securities 31:41 Apple's Supply Crunch Hits Growth Outlook — Thomas Forte, Maxim Group 41:14 BOJ Backs the Yen Without a Rate Hike — Thierry Wizman, Macquarie 53:40 AI Winners Need Clear Communication — Victoria Fernandez, Crossmark Global Investments 1:04:45 The Cost of Restoring Fed Credibility — Daleep Singh, PGIM Fixed Income 1:17:49 AI Has Reached an Inflection Point — Lei Qiu, AllianceBernstein 1:25:19 Institutional Demand for Private Credit Is Accelerating — Michael Arougheti, Ares Management 1:37:51 Fed Dissenters Lay Out the Case for Rate Hikes — Michael McKee, Bloomberg 1:41:53 No Fed Chair Wants This Bond Market Reaction — Phil Camporeale, JPMorgan Wealth Management 1:57:00 Amazon's AI Spending Is Paying Off — Shweta Khajuria, Wolfe Research 2:04:11 Why Warsh's Policy Approach Is Flawed — William Dudley, Former New York Fed President 2:18:21 AI Selloff Created a Buying Opportunity — Daniel Niles, Niles 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: 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/ Connect with Bloomberg Business on: X: https://twitter.com/business 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/