Edward Mills
Managing Director and Washington Policy Analyst at Raymond James, focused on U.S. foreign policy, Iran negotiations, and geopolitical risk impacts on markets.
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Feb 5, 2026 • 19min
Bloomberg Surveillance TV: February 5th, 2026
Liz Ann Sonders, Charles Schwab strategist on macro and market rotation. Chris Caso, Wolfe Research semiconductor analyst tracking AI capex and chip competition. Edward Mills, Raymond James Washington policy analyst on U.S.-Iran talks and geopolitical risk. They discuss market rotation beyond mega-cap tech, who benefits from massive cloud and AI spending, semiconductor competition, and geopolitical headlines that move markets.
