Bloomberg Surveillance 8/21/2026

Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day. Chapters: 00:00 Treasury's Bond Fight, AI Financing and Oil Stress 04:37 Treasury Can't Control the 30-Year Yield — Patrick Armstrong, Plurimi Wealth 18:41 Iran Standoff May Be Decided by Events, Not Time — Norman Roule, CSIS 30:54 Bessent Has More Bullets to Stabilize Bonds — Dirk Willer, Citi Research 40:44 Euro Could Go Lower From Here — Geoffrey Yu, BNY 53:51 AI Boom Is Testing Corporate Cash Flow — Jack Caffrey, JPMorgan Asset Management 1:05:34 Deficit Won't Matter Until Voters Feel the Pain — Jonathan Lieber, Eurasia Group 1:18:45 Global Crude Refining Has No Margin for Error — Bob McNally, Rapidan Energy Group 1:30:01 Warsh Risks Disappointing Markets Without Fed Clarity — Molly Brooks, TD Securities 1:41:43 Higher Rates May Be Keeping AI Bubble in Check — Julie Biel, Kayne Anderson Rudnick 1:54:13 Nvidia's Circular Financing Raises Red Flags — Gil Luria, DA Davidson 2:02:46 Treasury Buybacks Won't Make Bonds a Buy — Ira Jersey 2:07:23 Consumers Are Refusing to Absorb Higher Prices — Dana Peterson, The Conference Board 2:16:39 Weaker Dollar Is Markets' Liquidity Release Valve — Emily Roland, Manulife John Hancock Investments -------- Watch it live every week day from 6-9 ET on Bloomberg Television, YouTube, Roku, Apple TV, Samsung TV, Android TV, Rakuten TV. Watch more here: https://www.bloomberg.com/btv/series/bloomberg-surveillance Subscribe and turn on notifications so you don't miss any new Bloomberg Television videos: https://tinyurl.com/ysu5b8a9 Follow Bloomberg for business news & analysis, up-to-the-minute market data, features, profiles and more: http://www.bloomberg.com Follow Surveillance on X at: https://twitter.com/bsurveillance Follow the hosts: Jonathan Ferro: https://twitter.com/FerroTV Lisa Abramowicz: https://twitter.com/lisaabramowicz1 Annmarie Hordern: https://twitter.com/annmarie Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/