Bloomberg Surveillance 9/16/2026

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 than "Bloomberg Surveillance." Chapter: 00:00 Fed Decision, Strong Consumer and 5% Treasury Yields 06:30 The Fed Can't Print Oil — George Goncalves, MUFG 18:43 $5,000 Checks Face a Congressional Roadblock — Brian Gardner, Stifel 30:38 Markets Underestimate Fed Easing in 2027 — Arend Kapteyn, UBS 41:08 Fed Hike May Trigger a Bull Steepening — Steven Major, Tradition Dubai 52:43 BNY Holds 8,000 S&P Target Despite Rate Hikes — Alicia Levine, BNY Wealth 1:06:02 Pouring More Money Into Today's AI Is a Mistake — Stuart Russell, UC Berkeley 1:18:25 AI Buildout Needs Every Source of Capital — Jim Zelter, Apollo Global Management 1:30:58 Higher Interest Rates Are Here for a While — Jim Zelter, Apollo Global Management 1:41:54 The AI Train Has Already Left the Station — Gina Martin Adams, HB Wealth Management 1:52:57 Mortgage Buydowns Can Leave Buyers Underwater — Stephen Kim, Evercore ISI 2:01:02 Strong Retail Sales Give Fed More Room to Hike — Michael McKee 2:06:24 Fed May Need to Engineer Demand Destruction — Thomas Hoenig, Former Kansas City Fed President 2:19:43 Fed Could Hike Three Times Before Spring — Gennadiy Goldberg, TD Securities -------- 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/