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Bloomberg Surveillance

Bloomberg Surveillance TV: June 9th, 2026

Bloomberg Surveillance

Bloomberg

News, Business, Business News, Investing

3.81.2K Ratings

🗓️ 9 June 2026

⏱️ 27 minutes

🧾️ Download transcript

Summary

Featuring:

  • Jack Caffrey, Equity Portfolio Manager at JP Morgan Investment Management
  • Jennifer Huddleston, Senior Research Fellow at the Cato Institute
  • Gil Luria, Managing Director & Head: Technology Research at DA Davidson

See omnystudio.com/listener for privacy information.

Transcript

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0:00.0

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0:04.8

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0:10.3

There are risks associated with CBO company products. Review the disclosures and disclaimers at CBO.com slash US underscore disclaimers.

0:15.0

The Big Take podcast from Bloomberg News keeps you on top of the biggest stories of the day.

0:20.2

My fellow Americans, this is Liberation Day.

0:23.9

Stories that move markets.

0:25.5

Chair Powell opened the door to this first interest rate cut.

0:29.5

Impact politics, change businesses.

0:32.0

This is a really stunning development for the AI world And how you think about your bottom line.

0:39.0

Listen to the big take from Bloomberg News every weekday afternoon on the IHeart Radio app, Apple Podcasts, or wherever you get your podcasts.

0:49.0

Bloomberg Audio Studios.

0:51.5

Podcasts, Radio News.

0:53.6

Music. Audio Studios. Podcasts, Radio, News.

1:00.5

This is the Bloomberg Surveillance Podcast.

1:04.3

I'm Jonathan Ferro, along with Lisa Abramwitz and Anne-Marie Hordern.

1:09.1

Join us each day for insight from the best in markets, economics and geopolitics.

1:12.9

From our global headquarters in New York City, we are live on Bloomberg Television weekday mornings from 6 to 9 a.m. Eastern.

1:15.6

Subscribe to the podcast on Apple, Spotify or anywhere else you listen.

1:19.6

And as always, on the Bloomberg Terminal and the Bloomberg Business app.

1:22.6

We begin this out with the IPO pipeline, Heating Gub and Semi staging a comeback.

1:27.3

Jack Haffrey of JPMorgan As management calling it a moderation Monday bounce writing this one was even more likely given the sharpness of the sell-off. Jack joins us now for more. Jack, good morning. Good morning. He's still constructive on this equity market, Jack? I am still constructive on this equity market. What makes you constructive? Earnings. This is really, I think, an earnings-driven story. We came into, we got through last year

1:47.5

with a mid-teens earnings gain several years into an economic expansion. Now we're looking at

...

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