Bloomberg Surveillance 7/22/2026

Описание: 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 Big Tech Earnings, Oil Shock & Market Jitters — Bloomberg Surveillance
04:53 Peak Earnings, Time to Cut Risk? — Max Kettner, HSBC
18:10 Degrade, Not Destroy: Iran's Shipping Threat — Lt. Gen. Karen Gibson (Ret.), Academy Securities
32:36 AI's Defining Moment, Alphabet & Cloud Growth — Angelo Zino, CFRA
42:45 Forecasting the Fed, Inflation & Treasury Yields — Subadra Rajappa, Société Générale
52:49 AI Isn't a Bubble, It's a Volatile Trade — Meera Pandit, JPMorgan Asset Management
01:05:26 Trump Tariffs, Drug Prices & Trade Policy — Libby Cantrill, PIMCO
01:21:31 Hormuz Flows Must Resume or Economies Suffer — Susan Bell, Rystad Energy
01:31:57 Can Rate Hikes Fight Inflation? — Simona Mocuta, State Street
01:39:45 AT&T Beats Mobile Subscriber Forecasts — John T. Stankey, AT&T
01:53:43 Bearish on Tesla, Skeptical on SpaceX Merger — James Picariello, BNP Paribas
02:08:50 Middle-Market Growth, M&A & Business Confidence — Wendy Stewart, Bank of America
02:19:15 If Earnings Deliver, Tech Leads Again — Mona Mahajan, Edward Jones
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