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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyWednesday, July 8, 2026
Featuring:

1) Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, talks about market gyrations amid geopolitical swings.
2) Fatima Boolani, Co-Head of the US Software Equity Research at Citi, talks the tech selloff and SaaS-pocalyse and the outlook for tech.
3) Effram Kaplan, Co-CEO and Head of our Services & Infrastructure Verticals, talks about the infrastructure reinvestment cycle and if he's witnessing infrastructure transitions amid geopolitical uncertainty and energy price increases.
4) Mark McCormick, Chief FX Strategist at BMO Capital Markets, joins to discuss the "New Policy Order" reshaping markets.