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 &amp; Paul Sweeney Thursday, July 23, 2026 Featuring: 1) Jim Caron, CIO: Cross Asset Solutions at Morgan Stanley Investment Management, talks about the Fed&#x27;s cultural change and what it means for the direction of markets. 2) Matt Bloxham, Senior Analyst at Bloomberg Intelligence, covers a slew of tech news, including Google AI spending and Tesla&#x27;s and IBM&#x27;s misses. 3) Daragh Maher, Senior FX Strategist &amp; Head of Digital Assets Research at HSBC, talks dollar strength and his digital assets call. 4) Julia Coronado, President/Founder of Macropolicy Perspectives, talks about the Fed speak reversal and economic data noise. See omnystudio.com/listener for privacy information.

AI Spending Spooks the Market

Bloomberg Surveillance

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Hi, I'm Barry Ritholtz inviting you to join me for the Masters in Business podcast. Every week we bring you conversations with the people who shape markets, investing and business. I speak with CEOs, Nobel laureates, market innovators and legendary investors. Whether you own stocks, bonds, real estate, commodities, even crypto, these are discussions you absolutely need to hear.

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Listen on demand wherever you get your podcasts or watch us live on YouTube. James Caron joins us right now. Thrilled to have him on with Morgan Stanley and, of course, our CIO, Cross Asset Solutions. Jim, tomorrow, Bloomberg Money, 12 noon. Ed Yardini will be with us. Let's get right to the Yardeni moment. Are the bond vigilantes at work? Jim Caron. Good morning. I think the bond vigilantes are at work. Clearly, oil prices are higher.

AI Spending Spooks the Market

Read the full transcript

The candid version is on a podcast,
not the earnings call.

AI Spending Spooks the Market

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.