Bloomberg Surveillance

Beth Kindig, CEO and tech analyst focused on semiconductors and AI hardware. Doreen Edelman, trade law partner specializing in tariffs and national security. Bob Michele, CIO for global fixed income, currency and commodities with macro market expertise. They discuss Nvidia product cycles and valuation, tariff legality and refund paths after a Supreme Court ruling, and why bonds are behaving as a risk counterbalance for investors.

Nadia Schadlow, former deputy national security advisor now at the Hudson Institute, discusses state-centric coalitions and deterrence. Douglas Irwin, Dartmouth trade historian, breaks down tariff law, legal challenges and who pays. They talk tariffs vs trade liberalism, political risk ahead of midterms, and how trade friction reshapes technology and markets.

Norman Roule, former senior U.S. intelligence official and adviser on warfare and terrorism, breaks down U.S.-Iran Geneva talks and Tehran’s likely bargaining tactics. He discusses Iran’s internal survival calculations and why the U.S. has mounted an unprecedented military buildup. He also assesses naval readiness and looming missile and militia threats in the region.

Eswar Prasad, Cornell trade expert and Brookings fellow, breaks down legal limits on presidential tariffs. Torsten Slok, Apollo’s chief economist, assesses market fallout and macro risks. Martha Gimbel, Yale Budget Lab co-founder, maps tariff forecasts and distributional effects. Janno Lieber, MTA CEO, recounts urgent transit tactics and storm-driven service challenges.

Amanda Agati, Chief Investment Officer at PNC Asset Management Group, leads multi-asset strategy and integrates new asset classes like crypto into traditional portfolios. She discusses why PNC moved into crypto, how the bank partnered with Coinbase to expand access, private-market and donated-crypto plans, Ethereum staking and roadmaps, and how 24/7 markets might reshape trading hours.

Anastasia Amoroso, Partner at Partners Group, a private markets investor, outlines why investors should hold U.S., European and Asian exposures separately. She explains how supply‑chain localization and onshoring change regional allocations. Dina Esfandiary of Bloomberg Economics discusses key geopolitical players, U.S. policy dynamics and Gulf states’ shifting stance. Short, sharp takes on investing and geopolitics.

Jitania Kandhari, Morgan Stanley MD and deputy CIO, on how Middle East tensions, oil shocks and regional supply chains could sway markets and inflation. Alicia Reese, Wedbush SVP in equity research, on the Netflix–Warner talks, theatrical windowing and streaming advertising opportunities. Steven Cook, CFR senior fellow, on Iran, likely retaliation, regional military moves and diplomatic signaling.

Dina Esfandiary, Middle East GeoEconomics lead, explains U.S. military buildup, shifting objectives toward Iran, and escalation risks. Lindsey Piegza, chief economist, focuses on GDP nuances, inflation near 3%, and Fed reaction. Anastasia Amoroso, private-wealth strategist, covers U.S. equity strength, European momentum, and private credit versus treasuries.

Conversations on GDP components, productivity and how labor-force limits shape growth. A look at labor-market strength and shifting investor sentiment. Coverage of UK reactions to major royal news and how those responses played out across newsrooms.

Daniel Flax, tech and markets analyst at Neuberger Berman, breaks down hyperscaler capex and AI impacts on software and semiconductors. Edward Mills, Washington policy analyst at Raymond James, discusses U.S.-Iran tensions, geopolitical risk and political timing. Thierry Wizman, macro strategist at Macquarie, covers Fed minutes, dollar valuation and how AI and deregulation could reshape monetary outlook.