Bloomberg Surveillance 4/17/2026

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:
00:00:00 - Bloomberg Surveillance starts
00:03:52 - Ed Yardeni Sees Three Reasons for Optimism on Equities
00:16:37 - Steven Cook Skeptical of Iranian Concessions in Any Deal
00:30:44 - CSIS' Allen on Anthropic’s Mythos: What It Is and What It Is Capable of
00:41:50 - Egypt's Saleh Says Egypt Implementing Swift Energy Rationing to Protect Economy
00:52:37 - BlackRock’s Rieder: Equity Technicals Are Extraordinary
01:06:11 - Rep. Hill Says "Time to Move on" From Fed’s Powell Case
01:18:19 - JPMorgan's Chang Sees Strong Risk Appetite Amid Ceasefire Optimism and AI-Driven CapEx Growth
01:29:00 - TWG's Hochstein on Hormuz Blockade Impact on Oil Prices and US-Iran Negotiations
01:39:30 - Barclays' Altmann Sees Market Repricing Amid Iran Tensions
01:52:05 - Fmr. US Deputy National Security Advisor on Impact of War on Global Economy
02:07:56 - Citi Research's Sheets Says "Significant Pressure" on Global Economy, Oil Supply
02:17:41 - Markets Influenced by National Security Priorities, Says Carlyle's Thomas
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Lisa Abramowicz: https://twitter.com/lisaabramowicz1
Annmarie Hordern: https://twitter.com/annmarie

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