Featuring: Jim Caron, CIO: Portfolio Solutions at Morgan Stanley Investment Management Arkansas Republican Congressman French Hill Sophia Kearney-Lederman, Senior Economist at FHN Financial See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: July 23rd, 2026

Bloomberg Surveillance

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Bloomberg Audio Studios. Podcasts. Radio. News. This is the Bloomberg Surveillance Podcast. I'm Jonathan Farrow, along with Lisa Abramowitz and Annmarie Hordern. Join us each day for insight from the best in markets, economics, and geopolitics. From our global headquarters in New York City, we are live on Bloomberg Television weekday mornings from 6 to 9 a.m. Eastern. Subscribe to the podcast on Apple, Spotify, or

anywhere else you listen. And as always, on the Bloomberg Terminal and the Bloomberg Business Out. We begin this hour with stocks adding to losses following an underwhelming start to tech earnings. Jim Caron of Morgan Stanley Investment Management joins us now for more. Jim, welcome. The numbers from Alphabet, the numbers from Tesla. Do we have a capex problem, a spending issue, or a positioning and price problem in this market? I think it's a readjustment in prices, honestly. I mean, you know, look, there's been a lot

of expectations. For many of these companies, the earnings have been decent. It's just that they're not beating expectations in the way that maybe, you know, people want them to going forward. And look, the earnings run so far for the first half of this year have been very strong. Of course, the markets are forward-looking.

Bloomberg Surveillance TV: July 23rd, 2026

Read the full transcript

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

Bloomberg Surveillance TV: July 23rd, 2026

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.