jonathan: in the second hour of "bloomberg surveillance," tom barkin, mike wirth, and mike wirth tomin ---- and tom barkin. that is up next. ♪ ere ya headed? susan: where am i headed? am i just gonna take what the markets gives me? no. i can do some research. ya know, that's backed by j.p. morgan's leading strategists like us. when you want to invest with more confidence... the answer is j.p. morgan wealth management you go to sandals to get really, really close, (giggling) to the caribbean. we should do this every morning. sandals valentine's sale is now on. save up to $1,000 and get a sandal-lit dinner for two. >> the exceptionalism is firmly in place. the fund metals are at risk -- the fundamentals are at risk. >> they do have an inflationary element. markets will care less about that if it comes with a side of growth. >> the fog is so dense in terms of what this will mean for business capex and for inflation. >> fed gets get pushed down when you see these to tariff increases could implement it. -- implemented. >> this is "bloomberg surveillance" with jonathan ferro, lisa abramowi

see rosen, the disney's cfo and the richmond fed president and that chevron ceo mike worth, -- wirth,hese industries are being challenged by policies that may or may not go into effect. jonathan: from new york city, thank you for choosing bloomberg tv. this was bloomberg surveillance. ♪ (giggling) you go to sandals to get really, really close, (giggling) to the caribbean. we should do this every morning. sandals valentine's sale is now on. save up to $1,000 and get a sandal-lit dinner for two. susan: where am i headed? am i just gonna take what the markets gives me? no. i can do some research. ya know, that's backed by j.p. morgan's leading strategists like us. when you want to invest with more confidence... the answer is j.p. morgan wealth management the way i approach work post fatherhood, when has really trying toith understand the generation that we're building devices for. here in the comcast family, we're building an integrated in-home wifi solution for millions of families like my own. in the average household, there are dozens of connected devices. connectivity is a big part o