Bloomberg Surveillance 9/25/2026

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 Bond Relief, Diesel Debate and Iran Diplomacy 05:28 Iran Talks Enter a ‘Show Me’ Stage — Peter Tchir, Academy Securities 18:32 Trump, Xi Realize They Need Each Other — Shehzad Qazi, China Beige Book 31:55 Diesel Export Ban Would Only Shift the Shortage — Emily Ashford, Standard Chartered 41:02 Markets Push the Limits on Pricing Fed Hikes — Subadra Rajappa, Société Générale 54:28 The Mag 7 Trade Is Back — Drew Pettit, Roundhill Investments 1:07:05 Trump-Xi Summit Reinforces ‘Managed Competition’ — Kate Kalutkiewicz, Former White House Trade Official 1:18:17 Paraguay Backs Taiwan's Inclusion in the UN — President Santiago Peña 1:30:19 AI CapEx Is Pushing Real Yields Higher — Lotfi Karoui, PIMCO 1:41:08 Today's Rate Environment Is ‘More Normal’ — Bob Doll, Crossmark Global Investments 1:51:16 Greece Rejects Tolls on Open Shipping Routes — Prime Minister Kyriakos Mitsotakis 2:06:35 Today's Diesel Prices Are Tomorrow's Core Inflation — Torsten Slok, Apollo 2:18:13 Rates Aren't Restrictive Yet — Meghan Swiber, BofA 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/