Bloomberg Surveillance

Priya Misra, Core Plus Bond ETF manager at J.P. Morgan, on credit positioning and yield-curve signals. Sean Simonds, UBS equity strategist, on earnings breadth, sector rotations and AI capex worries. Claudia Sahm, Chief Economist at New Century Advisors and former Fed researcher, on labor market quirks and reactions to a Kevin Warsh-led Fed. Short, topical conversations about markets, policy and risk.

Dan Ives, Wedbush tech analyst known for AI and large-cap strategy, makes a bold case for SpaceX as a major AI powerhouse. Short takes cover Elon Musk’s ecosystem and the logic tying XAI, SpaceX and financing. Robert Schiffman, credit analyst at Bloomberg Intelligence, discusses strong investor demand for big-cap tech credit and signs from recent bond activity.

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.

Alexis Christoforous, anchor delivering fast headlines and lifestyle scoops. Wendy Schiller, Brown political scientist on ICE and homeland-security shifts. Dan Ives, tech analyst dissecting AI CapEx, SpaceX–xAI ties and software disruption. Jordan Rochester, FICC strategist on central-bank holds, FX moves and fixed-income trade ideas. They cover rate decisions, AI arms-race spending, ICE politics and market trade strategies.

Meredith Whitney, noted banking and credit analyst who calls trends in financial institutions, and Steve Englander, Standard Chartered macro chief focused on currencies and rates. They discuss a likely multi-year dollar surge, near-term policy caution and easing risk premiums, plus debates over Kevin Warsh’s qualifications and how his hearings may play out.

James Egelhof, Chief US Economist at BNP Paribas, offers macro views on labor, Fed policy and AI-driven productivity. Gene Seroka, Executive Director of the Port of Los Angeles, talks falling container volumes, shifting sourcing and major port investments. Libby Cantrill, PIMCO public policy lead, discusses fiscal moves, housing finance and short-term DHS funding risks.

Mike Mayo, Wells Fargo bank researcher focused on mergers and valuations; Freya Beamish, TS Lombard macro economist specializing in Asia and productivity; Steve Englander, Standard Chartered FX chief on currencies. They discuss a new wave of bank consolidation, whether AI can boost broad productivity, shifting dollar dynamics and which currencies and commodities to watch, and why Japan’s yields reflect growth not crisis.

Eswar Prasad, Cornell professor and author of The Doom Loop, and Jed Kolko, senior economist known for housing and labor analytics, join the conversation. They discuss globalization’s risky feedback loops. They explore housing trends, high rates and construction, and labor market dynamics. Short, timely takes on macro risks and policy shocks.

Yelena Shulyatyeva, Senior U.S. Economist at The Conference Board, on plunging consumer confidence and what it means for spending. Terry Haines, founder of Pangaea Policy, on U.S.-India ties, trade diplomacy and coordinated pressure on Russia. Steven Englander, Global Head of G10 FX Research at Standard Chartered, on shaky BLS jobs data, birth-death adjustments and why the dollar and productivity matter.

Eswar (Ezra) Prasad, Cornell professor and author on global economic disorder; Jed Kolko, labor and housing analyst and former Commerce official; Julian Emanuel, Evercore equity strategist. They discuss market defensive tilts, sector rotation toward healthcare and value, housing and labor-market frictions, and how globalization, tariffs and geopolitics reshape trade and corporate strategy.