Bloomberg Surveillance 8/14/2026

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 AI Boom, Fed Complacency and a Consumer Test 04:51 Odds of a Fed Rate Hike May Rise — Julian Emanuel, Evercore ISI 19:56 AI Earnings Power Could Extend the Bull Market — Julian Emanuel, Evercore ISI 32:16 Fast-Food Prices Are Driving Diners Elsewhere — Nick Setyan, Mizuho 42:00 AI Debt Could Crowd Out the US Treasury — James Athey, Marlborough Investment Management 52:12 AI Is Driving Wider Growth — Binky Chadha, Deutsche Bank 1:06:28 Treasury Leans on T-Bills as Deficit Risks Mount — Jeannette Lowe, Baird Strategas 1:17:08 Kalshi Says It Does Not Operate Like a Sports Book — Robert DeNault, Kalshi 1:29:29 High Energy Prices Could Break the US Consumer — Lindsey Piegza, Stifel 1:40:52 AI Momentum Keeps Equities Moving Higher — Katy Kaminski, AlphaSimplex 1:53:21 Target, Walmart Point to a Resilient Consumer — Kylie Cohu, Jefferies 2:01:02 US Retail Sales Drop More Than Expected in July — Michael McKee 2:03:11 Retail Sales Blip Doesn't Change Fed Hike Case — Aditya Bhave, Bank of America 2:17:29 Fed Rate Hikes Won't Fix Today's Inflation — Peter Tchir, Academy Securities -------- 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