Bloomberg Surveillance 9/1/2026

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 Global Bond Rout, $92 Oil and AI Rate Risk 03:59 Earnings Make Rising Rates Tolerable for Stocks — Cameron Dawson, NewEdge Wealth 17:13 US Assumptions About the Iran War Have Proven Wrong — Lt. Gen. Karen Gibson (Ret.), Academy Securities 32:46 Venezuela Oil Deal May Not Be Sustainable — Doug Rediker, International Capital Strategies 40:52 ‘This Is an Inflation First Fed Right Now’ — Krishna Guha, Evercore ISI 52:40 Stocks Can Keep Grinding Higher Through Year-End — Jordan Jackson, JPMorgan Asset Management 1:06:36 The Last Thing the Economy Needs Is More Stimulus — Henrietta Treyz, Veda Partners 1:18:39 5% Is the ‘Magic Number’ for the 10-Year Yield — Krishna Memani, Lafayette College 1:29:10 Nvidia Is Backstopping the AI Ecosystem — Sara Araghi, Franklin Templeton 1:40:52 AI Trade Is Becoming More Rate Sensitive — Brent Schutte, Northwestern Mutual 1:54:47 Apple's Next CEO Needs to Take Bigger Swings — Tom Forte, Maxim Group 2:05:36 Fed's Hawkish Talk May Be More Rhetoric Than Action — Lindsey Piegza, Stifel 2:18:09 Small Caps Face an ‘Ominous’ Setup — Jonathan Krinsky, US Bancorp, BTIG -------- 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/