Bloomberg Surveillance 8/3/2026

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 Yen Intervention, Fed Uncertainty & Middle East Talks 05:19 Why the US Is Backing the Japanese Yen — Philip Orlando, Federated Hermes 18:55 US Deterrence Has Eroded — Steven Cook, Council on Foreign Relations 32:04 US-Japan Intervention Changes the Yen Trade — Jeremy Stretch, CIBC 40:23 Bond Markets Need an Inflation Plan — Mark Cabana, BofA Global Research 54:26 AI Spending Still Has Room to Run — Sarah Hunt, Alpine Saxon Woods 1:07:57 No Trust, Few Military Options — Col. Wayne Sanders (Ret.) 1:21:12 What to Watch in SpaceX Earnings — Sarah Kunst, Cleo Capital 1:30:29 The Fed Needs a Strategy for Price Stability — Neil Dutta, Renaissance Macro Research 1:38:52 Warsh Is Reverting the Fed to Historic Norms — Gary Cohn, IBM 1:55:10 AI Infrastructure Still Has More Upside — Dominic Rizzo, T. Rowe Price 2:08:56 Strong Labor Market Keeps Growth Intact — Nancy Lazar, Piper Sandler 2:17:50 Markets Are Too Complacent on Inflation — Michael Contopoulos, Janus Henderson Investors -------- 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/