Bloomberg Surveillance

Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom.
Today's guests include:
Richard Clarida, Former Federal Reserve Vice Chair
Lori Calvasina, RBC Capital Markets Head:US Equity Strategy
Hannah Elliot, Hot Pursuit! Podcast co-host
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Featuring:
Mike Arougheti, Partner/Director/Co-Founder/CEO, Ares Management
Bloomberg Opinion Columnist William Dudley
Navy Mutual Aid Association Board Member Lt Gen Robert S Walsh

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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 SweeneyFriday, July 31st, 2026
Featuring:

1) Gregory Daco, Chief Economist at EY-Parthenon, joins to discuss nominal GDP, the Fed, and outlook for inflation.
2) Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments, talks the markets' earnings push and equity reaction to the Fed.
3) Mallika Sachdeva, FX Strategist at Deutsche Bank, talks about strengthening the yen and the Bank of Japan.
4) Ellen Wald, Senior Fellow at the Atlantic Council, talks about a regional Middle East war and recent moves in oil post-big oil earnings today. Leslie Vinjamuri, President & CEO, Chicago Council on Global Affairs, joins for a panel discussion.
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Apple tumbled in late trading after component shortages weighed on the company’s sales forecast, signaling that industrywide supply constraints are taking a bigger toll than anticipated. Revenue will rise 9% to 11% in the fiscal fourth quarter, which runs through September, the company said on a post-earnings conference call Thursday. Analysts had estimated growth of more than 12%.
For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with:
Ed Ludlow, Bloomberg Tech co-host
Anurag Rana, Bloomberg Intelligence Senior Technology Analyst
Mark Gurman, Bloomberg News Managing Editor for Global Consumer Tech
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Amazon.com reported cloud-computing revenue that beat analyst estimates, with booming demand for artificial intelligence services accelerating sales for the fifth straight quarter. Revenue jumped 37% to $42.2 billion at Amazon Web Services, which generates about a fifth of the company’s revenue and most of its operating profit, the company said Thursday in a statement. It was the fastest pace of growth since the fourth quarter of 2021. Analysts, on average, forecast sales of $40.6 billion, according to data compiled by Bloomberg.

For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with:
Ed Ludlow, Bloomberg Tech co-host
Poonam Goyal, Bloomberg Intelligence Senior Analyst for E-Commerce and Athleisure
Anurag Rana, Bloomberg Intelligence Senior Technology Analyst
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