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Bloomberg Surveillance

Ex-New York Fed president: Nvidia's chip guarantees mean a double hit if prices fall
10 calls: why SoFi's strategist calls Nvidia's slide a re-rating and buys Treasuries near 5%, and why China Beige Book's CEO says export controls were…
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Semiconductor earnings growth slows from 100% to 50% in 2027, says NewEdge Wealth's CIO
4 takeaways: Why chip margins jumping from 16% to 42% this year won't hold, the pattern that says stocks peak before AI adoption does, and why breadth…
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RBC CEO: we're not consuming a third-party Anthropic token in most cases
4 takeaways: why Canada-US trade friction is hitting confidence more than prices, RBC's own AI compute strategy, and rising cybersecurity costs
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Treasuries upgraded, US stocks downgraded to manage AI risk — BlackRock strategist
12 calls: why a 5.5% 10-year still leaves bonds up 2–3% on the year, why PIMCO sees AI policy moving to the states, and what put Target up over 50%
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Macquarie strategist: the next blow-up from rising yields could be France, not a bank
15 arguments: Fidelity on why AI is not a bubble and who is selling Treasuries, Baird on GE Vernova's turbine service deals, and Morgan Stanley on…
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8 to 10 years at least remain in the stock market's secular bull run, Humilis CEO finds
15 calls: Deutsche Bank on short euro and 8,200 on the S&P 500, PIMCO on 6% to 7% bond yields, and Standard Chartered on why growth won't shrink the…
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"We're expecting about a 65K number": Principal strategist on jobs day
5 calls: why she called the jobs report "boring" hours before it missed badly, and the credit-spread move she calls a "digestion issue"
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Wolfe Research economist: the Fed will hike at least once more, maybe twice
4 predictions: why core inflation is closer to 2.5% than 3%, why oil and not the economy pushed rates above 5%, and a 70,000 payrolls call for Friday
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A US diesel export ban could cause shortages at home, says BofA's commodities chief
4 calls: why a ban could also raise gasoline prices, why the Hormuz blockade is working but costs $20-plus a barrel, and why falling Chinese stocks may…
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John Hancock strategist: bonds yield about 6%, a 20-year high, and "no one wants them"
5 calls: why this looks like 2018, why the AI trade left industrials and utilities behind, and why 2027 earnings face a high bar even with Q3 growth…
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Rate-hike liftoffs usually cost stocks 8% to 14%; not yet this time — RBC strategist
6 takeaways: her four tiers of fear, from a 5% dip to losing half, why the last two midterm years broke the pattern, and why RBC cuts earnings forecasts…
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"The European banks are cheaper": Meredith Whitney Advisory Group CEO on US banks
6 insights: why banks lend to people who don't need the money, how gasoline above $4 is changing what even high earners buy, and why she still likes…
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