Bloomberg Surveillance

Mishal Husain, broadcast journalist covering breaking royal news, outlines the arrest of former Prince Andrew and UK reactions. Wendy Schiller, Brown political scientist, analyzes presidential strategy, midterm dynamics and tariff politics. Liz Ann Sonders, Chief Investment Strategist, talks market rotation, AI-driven sector shifts and earnings versus valuation trends.

Wide-ranging conversations on global investment sentiment and where capital is actually flowing. A debate about whether U.S. potential growth could climb toward 4 percent by decade’s end. A look at monetary policy’s evolving rulebook and what policy might look like in a few years. Mentions of a new podcast exploring monetary policy and foreign relations.

Alicia Levine, BNY Wealth strategist focused on asset allocation and EM opportunities. Mitchell Green, Lead Edge Capital founder who watches AI CapEx, data-center risk and China tech moves. Keith Lerner, Truist CIO specializing in sector rotation and market technicals. They debate tech’s re-rating, AI CapEx frenzy and data-center power limits, sector rotation into cyclicals and defensives, and emerging market allocation themes.

Jay Timmons, President and CEO of the National Association of Manufacturers, outlines manufacturing trends, workforce gaps and reshoring pressures. Nouriel Roubini, noted macroeconomist, discusses inflation, tariffs, AI-driven investment shifts and global risks. They debate AI's impact on capital flows, skilled labor needs, trade policy and the outlook for U.S. growth and industrial strategy.

Dan Skelly, a Morgan Stanley Wealth Management strategist, on market allocation and the clash between AI spending and software disruption. Holger Schmieding, a transatlantic economist at Berenberg, on tariffs’ delayed inflationary effects and labor market pressures. They discuss bond-equity links, uneven AI impacts across software, and looming inflation data.

Momei Qu, PSP Growth MD, focuses on growth investing and sector-level AI impacts. Terry Haines, Pangaea Policy founder, covers national security, defense contracting and tech regulation. Ed Yardeni, Yardeni Research chief strategist, brings macro and market-cycle analysis. They discuss AI-driven sector rotation, the shift from virtual to physical investments, gold and bond diversification, Anthropic-defense tensions, and Asia’s AI momentum.

Libby Cantrill, PIMCO public policy chief, on Congress timing, tariffs and housing levers. Holger Schmieding, Berenberg chief economist, on global inflation, central bank moves and safe-haven currency flows. Dan Skelly, Morgan Stanley markets strategist, on AI capex, market positioning and why bonds are rallying. Short, punchy conversations about political timing, disinflation risks and tech-driven market shifts.

Marco Rubio, U.S. Senator and Secretary of State known for his work on foreign policy, outlines transatlantic ties as rooted in a shared Western civilization. He stresses Europe must shoulder defense burdens and modernize alliances. He discusses engagement with China, resilient supply chains, the outlook for Ukraine, and economic openings for Cuba.

A lively breakdown of last week’s market turbulence and how inflation shifts shaped trading. A discussion on why equity volatility outpaced fixed-income moves and where repricing pressure landed. A look at cloud and enterprise software resilience and why major vendors tend to stay entrenched. Short takes on contagion risk between public and private markets.

Thom Tillis, U.S. senator from North Carolina, speaks from Munich on China policy, AI disruptions and NATO burden sharing. Tiffany Wilding, PIMCO economist, breaks down inflation trends and the Fed’s likely path for rate cuts. Tom Forte, Maxim Group tech analyst, tackles Amazon’s big CapEx bet, AI readiness and Apple’s margin pressures.