Bloomberg Surveillance 9/23/2026

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 Diesel Debate, AI Disruption and Iran Diplomacy 05:29 Earnings Can Overpower Higher Rates — Aaron Kennon, Clear Harbor Asset Management 17:51 Iran Feels the Pressure but Isn't Capitulating — Norman Roule, CSIS 33:54 AI Agents Threaten the Power of Consumer Inertia — Juan Londoño, Cato Institute 42:19 Data Center Debt Is Making Investors Choosier — Winnie Cisar, CreditSights 54:19 Tech CapEx Cycle Has Another 12-18 Months to Run — Stephen Parker, JPMorgan Private Bank 1:05:54 GOP Pressure on Trump Is Starting to Build — Marc Short, Former White House Legislative Affairs Director 1:20:16 Diesel Export Ban Could Raise US Fuel Prices — Daan Struyven, Goldman Sachs 1:30:00 Financial Conditions Are Improving Despite Fed Hike — Greg Peters, PGIM Credit 1:43:10 BlackRock Stays Bullish on AI, Avoids Small Caps — Gargi Chaudhuri, BlackRock 1:51:08 Tie Diesel Export Levels to US Inventories — Amos Hochstein, TWG Global 2:07:50 Fed to Hike in December and March — Matthew Luzzetti, Deutsche Bank 2:17:39 War Must End Before Inflation Can Fall — David Rubenstein, The Carlyle Group -------- 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/