Bloomberg Surveillance 8/19/2026

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 Treasury Bond Move, AI Backlash and Fed Credibility 04:25 Higher Yields Aren't Slowing AI CapEx — Cameron Dawson, NewEdge Wealth 19:34 How Iran Could Attack US Bases in Europe — Lt. Gen. Karen Gibson (Ret.), Academy Securities 30:58 Meta Trial Could Reshape Social Media Rules — Jennifer Huddleston, Cato Institute 39:36 Hyperscaler Debt Isn't Crowding Out Treasuries — Lindsay Rosner, Goldman Sachs Asset Management 52:30 Interest Rates Are Back to Normal at 4%-5% — Edward Yardeni, Yardeni Research 1:06:54 AI Data Centers Poll Worse Than Nuclear Waste — Henrietta Treyz, Veda Partners 1:19:46 Anthropic Could Be Worth $2 Trillion — Brian Hamilton, LiveSwitch 1:28:55 Bond Market Is Dying by a Thousand Cuts — Gennadiy Goldberg, TD Securities 1:41:53 Bond Market Has Left the Great Moderation — Liz Ann Sonders, Schwab Center for Financial Research 1:54:36 Target Turnaround Is Gaining Momentum — Sucharita Kodali, Forrester 2:04:55 US Treasury Increasing Long-Dated Buyback Cap — Michael McKee 2:10:00 September Rate Hike Isn't a Bad Idea — Jim Bullard, Former St. Louis Fed President 2:19:52 Equity Strength Is Broadening Beyond AI — Jeanne Sun, Citi Wealth -------- 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