Bloomberg Surveillance 9/25/2026

0 September 25, 2026 12:24

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
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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

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Lisa Abramowicz: https://twitter.com/lisaabramowicz1
Annmarie Hordern: https://twitter.com/annmarie

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