Bloomberg Surveillance 8/17/2026

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 Capital Rush, Bond Market Risk and Consumer Cracks 04:21 US Consumer Resilience Starting to Show Cracks — Lori Calvasina, RBC Capital Markets 18:11 No Confidence in an Iran Peace Deal — Steven Cook, Council on Foreign Relations 30:44 BOJ Is Running Out of Options to Support the Yen — Sonja Marten, DZ Bank 41:00 Fed Hawks May Push Rate Hikes Further Out — Neil Dutta, Renaissance Macro Research 51:28 Risk Appetite Is Fueling a New Leverage Cycle — Chris Harvey, CIBC 1:05:53 Iran Risk Changes When the Off-Ramp Disappears — Ed Mills, Raymond James 1:19:52 Nvidia's Next AI Moat Could Be Financing — CJ Muse, Cantor Fitzgerald 1:29:45 Long-End Bond Yields Keep Drifting Higher — Steven Major, Tradition Dubai 1:40:17 Bond Market Is Underpricing Inflation Risk — Darrell Cronk, Wells Fargo 1:53:52 AI Market Is Big Enough for OpenAI and Anthropic — Matt Kennedy, Renaissance Capital 2:09:12 Target Is Bringing Back Its Retail Magic — Dana Telsey, Telsey Advisory Group 2:18:20 AI Monetization Gives Chip Rally More Runway — Abby Yoder, JPMorgan Private 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: 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/