Bloomberg Surveillance 7/15/2026

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 Bank Earnings, PPI & Fed Outlook — Bloomberg Surveillance 04:46 AI Earnings Boom, S&P 9000 & Buy the Dip — Steve Chiavarone, Federated Hermes 18:42 Trump Drops Hormuz Toll, Iran Strategy & Oil — Anna Rosenberg, Amundi 33:00 IBM Rattles Software Nerves, AI Outlook — Stefan Slowinski, BNP Paribas 43:09 Warsh's Mission Not Accomplished, Fed Strategy — Krishna Guha, Evercore ISI 52:27 High Earnings Bar, AI Boom & Market Risks — Cameron Dawson, NewEdge Wealth 01:05:36 Iran War Enters More Dangerous Phase — Lt. Gen. Robert Walsh (Ret.), Academy Securities 01:17:27 Morgan Stanley Earnings, Trading Revenue & Banks — Gerard Cassidy, RBC Capital Markets 01:28:25 OpenAI IPO, AI Capital Boom & Markets — Jill Ford, Wells Fargo 01:40:45 Roaring 2020s, AI Productivity & S&P Outlook — Ed Yardeni, Yardeni Research 01:51:47 BNY Record Revenue, AI & Asset Growth — Dermot McDonogh, BNY 02:01:10 US Producer Prices Come in Tame as Pipeline Pressures Abate — Michael McKee, Bloomberg 02:04:37 PPI Cools, Fed Hikes & Inflation — Stephen Stanley, Santander 02:16:50 AI Jobs, Data Centers & US Competitiveness — Former US Commerce Secretary Gina Raimondo -------- 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/