Bloomberg Surveillance 7/14/2026

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, CPI & Fed Outlook — Bloomberg Surveillance 04:37 Bank Earnings, Wall Street & Capital Markets — Christopher Verrone, Strategas 19:03 Strait of Hormuz Blockade, Oil Prices & Iran — Victoria Coates 30:36 JPMorgan Earnings, Bank Outlook & Year Ahead — Gerard Cassidy, RBC Capital Markets 40:51 Who Is Winning Bank Earnings? Bank of America & Wall Street — Gerard Cassidy, RBC Capital Markets 54:33 Buy the Dip, AI CapEx & Market Outlook — Venu Krishna, Barclays 01:07:57 Trump's Hormuz Strategy, NATO & Middle East Risks — Henrietta Treyz, Veda Partners 01:17:27 Goldman Sachs Earnings, Regional Banks & Credit — Chris Marinac, Brean Capital 01:29:37 Fed Rate Hikes, Inflation & Monetary Policy — Bill Dudley, Former New York Fed President 01:41:49 Fed Hikes Unlikely, Inflation & July Meeting — Seth Carpenter, Morgan Stanley 01:57:10 Q2 Tailwinds, JPMorgan & Bank Outlook — Chris Marinac, Brean Capital 02:01:07 CPI Falls for First Time Since 2020, Warsh Stresses Price Stability — Michael McKee, Bloomberg 02:09:06 CPI, Supply Shocks & Fed Patience — Tiffany Wilding, PIMCO 02:19:24 Consumer Economy, Fed Policy & Interest Rates — David Kelly, J.P. Morgan Asset Management -------- 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