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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 than "Bloomberg Surveillance." (Source: Bloomberg)
Julia Herrmann of New York Life Management tells Vonnie that the current macro and market backdrop remains favorable: economic growth is resilient, and although rates are rising, they have not yet climbed enough to threaten the growth outlook. Addressing concern that remarks from Broadcom and Intel CEOs could signal a tech selloff, she says investor focus has shifted. After years of watching for a lower limit on company investment, markets are increasingly concerned that spending—first among hyperscalers and now in chips—could become so high that it threatens free cash flow. The segment’s on-screen headlines note a worldwide memory-chip stock tumble and an ongoing chip selloff as major-bank earnings begin. (Source: Bloomberg)