Bloomberg Surveillance 6/26/2026

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 Bloomberg Surveillance starts 03:27 Cameron Dawson (NewEdge Wealth): AI Infrastructure & Markets 19:19 Cameron Dawson (NewEdge Wealth): Inflation & Consumers 31:17 Sarah Kunst (Cleo Capital): OpenAI IPO & AI 41:48 Claudia Sahm (New Century): Fed & Inflation 52:52 Alex Altmann (Barclays): AI Trade & Tech Stocks 1:06:26 Eddie Fishman: Iran & Global Trade 1:17:56 Jonathan Krinsky (BTIG): AI Trade & Technicals 1:27:46 Russell Brownback (BlackRock): Fed & Bond Market 1:39:33 Marvin Loh (State Street): Fed, Liquidity & Markets 1:55:53 Vivek Arya (BofA Securities): Nvidia, AI Chips & Memory 2:03:53 Gregory Daco (EY-Parthenon): Inflation & Fed 2:16:12 Ulrike Hoffmann-Burchardi (UBS): AI Investing & Markets -------- 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/... 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:   / bsurveillance   Follow the hosts: Jonathan Ferro:   / ferrotv   Lisa Abramowicz:   / lisaabramowicz1   Annmarie Hordern:   / annmarie   Connect with Bloomberg Television on: X:   / bloombergtv   Facebook:   / bloombergtelevision   Instagram:   / bloombergtv   Connect with Bloomberg Business on: X:   / business   Facebook:   / bloombergbusiness   Instagram:   / bloombergbusiness   TikTok: https://www.tiktok.com/@bloombergbusi... Reddit:   / bloomberg   LinkedIn:   / bloomberg-news