Bloomberg Surveillance

Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom.
Today’s guests are: Ed Yardeni, president of Yardeni Research & Tricia Scarlata, executive director and head of education savings at JP Morgan Asset Management
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Featuring:
Keith Lerner, Chief Investment Officer at Truist Advisory Services
Monica Guerra, Executive Director & Head: US Policy at Morgan Stanley
Republican Senator from Pennsylvania Dave McCormick
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Featuring:
Jim Caron, CIO: Portfolio Solutions at Morgan Stanley Investment Management
Arkansas Republican Congressman French Hill
Sophia Kearney-Lederman, Senior Economist at FHN Financial
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Intel surged in late trading after the chipmaker’s revenue forecast shattered estimates, indicating that booming data center spending is helping fuel a long-awaited turnaround. Sales will be $15.8 billion to $16.8 billion in the third quarter, the company said Thursday in a statement. Even the low end of that range would easily clear the $15.1 billion average analyst estimate.

For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with:
Mandeep Singh, Bloomberg Intelligence Global Head of Technology Research
Ed Ludlow, Bloomberg Tech co-host
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The latest in finance, economics and investment.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Thursday, July 23, 2026
Featuring:
1) Jim Caron, CIO: Cross Asset Solutions at Morgan Stanley Investment Management, talks about the Fed's cultural change and what it means for the direction of markets.
2) Matt Bloxham, Senior Analyst at Bloomberg Intelligence, covers a slew of tech news, including Google AI spending and Tesla's and IBM's misses.
3) Daragh Maher, Senior FX Strategist & Head of Digital Assets Research at HSBC, talks dollar strength and his digital assets call.
4) Julia Coronado, President/Founder of Macropolicy Perspectives, talks about the Fed speak reversal and economic data noise.
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