Bloomberg Surveillance 9/18/2026

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." Chapters: 00:00 Tech Rally, Global Rate Hikes and Oil Retreat 05:11 Stocks to Ride Out Rate Hikes, Buoyed by Earnings — Max Kettner, HSBC 20:29 Trump-Xi Summit May Produce Little Substance — Tobin Marcus, Wolfe Research 30:51 French-German Yield Spread Due to Budget Issues — Roland Lescure, French Finance Minister 42:21 Betting Against the Yen ‘Short-Term — Steve Englander, Standard Chartered 53:32 The Expansion Is Operating on ‘Borrowed Time’ — Jack Caffrey, JPMorgan Asset Management 1:05:58 AI's Problem Is Human Error, Not Sentient Bots — Sriram Krishnan, Former White House AI Policy Advisor 1:19:12 AI CapEx Is Fueling an Investment Banking Boom — Erika Najarian, UBS 1:30:21 BofA Sees Fed Hikes in October and December — Aditya Bhave, BofA Securities 1:43:04 Earnings, Not the Fed, Are Driving Stocks — Nadia Lovell, UBS Wealth Management 1:54:12 Slowing AI Could Hand China the Advantage — Matt Witheiler, Wellington Management 2:09:02 Fed Rate Cuts Were the Mistake, Not the Hike — Jim Bianco, Bianco Research 2:18:36 5% Rates Aren't a Reason to De-Risk Stocks — Jeanne Sun, Citi Wealth -------- 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/