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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyTuesday, July 7, 2026
Featuring:

1) Steven Major, Global Macro Advisor at Tradition, talks about the yen trap and real yield illusion
2) Michael Darda, Chief Economist at Roth Capital Partners, on labor market stability and Fed patience
3) Michael Green, Chief Strategist at Simplify Asset Management, talks about AI Thermodynamics and profits as well as affordability in America.
4) Rose Gottemoeller, former deputy secretary-general of NATO and former U.S. Under Secretary of State for Arms Control and International Security, talks about the NATO summit amid her new Foreign Affairs article, "The Strange Defeat of Nuclear Deterrence And the Coming Crisis in Strategic Stability."