EconomyBloomberg Surveillance 8/12/2026: AI Boom Meets Cooling Inflation and a Divided Fed

Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street, Washington and beyond, positioning investors and executives for the trading day. This edition examines the AI boom alongside cooling inflation and divisions within the Federal Reserve. It also considers how AI monetization is helping sustain the bull market. A discussion of Donald Trump’s security ruse highlights risks surrounding Iran’s regime.