Bloomberg Surveillance 8/21/2026

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 Treasury's Bond Fight, AI Financing and Oil Stress
04:37 Treasury Can't Control the 30-Year Yield — Patrick Armstrong, Plurimi Wealth
18:41 Iran Standoff May Be Decided by Events, Not Time — Norman Roule, CSIS
30:54 Bessent Has More Bullets to Stabilize Bonds — Dirk Willer, Citi Research
40:44 Euro Could Go Lower From Here — Geoffrey Yu, BNY
53:51 AI Boom Is Testing Corporate Cash Flow — Jack Caffrey, JPMorgan Asset Management
1:05:34 Deficit Won't Matter Until Voters Feel the Pain — Jonathan Lieber, Eurasia Group
1:18:45 Global Crude Refining Has No Margin for Error — Bob McNally, Rapidan Energy Group
1:30:01 Warsh Risks Disappointing Markets Without Fed Clarity — Molly Brooks, TD Securities
1:41:43 Higher Rates May Be Keeping AI Bubble in Check — Julie Biel, Kayne Anderson Rudnick
1:54:13 Nvidia's Circular Financing Raises Red Flags — Gil Luria, DA Davidson
2:02:46 Treasury Buybacks Won't Make Bonds a Buy — Ira Jersey
2:07:23 Consumers Are Refusing to Absorb Higher Prices — Dana Peterson, The Conference Board
2:16:39 Weaker Dollar Is Markets' Liquidity Release Valve — Emily Roland, Manulife John Hancock Investments
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