Bloomberg Surveillance 9/22/2026

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.”

00:00 Oil Retreat, Bond Rally and AI Resurgence
05:26 Yields Can Fall on Good Oil News, Bad Eco Data — Kelsey Berro, JPMorgan Asset Management
17:39 Oil Market to Stay Elevated Through 2027 — Paul Sankey, Sankey Research
31:50 AI Makes True Diversification Harder to Find — Martin Horne, Barings
42:05 Trump-Xi Summit Is About Stability, Not a Reset — Kelly Ann Shaw, Former White House Trade Adviser
52:54 Markets Are Pricing Too Many Fed Hikes — Geoffrey Yu, BNY
1:06:23 White House Unlikely to Ban Diesel Exports — Tobin Marcus, Wolfe Research
1:17:46 US May Be Fighting the Wrong AI War With China — Rumman Chowdhury, Humane Intelligence
1:29:32 Fed May Sacrifice the Two-Year to Stabilize Bonds — Vishal Khanduja, Morgan Stanley Investment Management
1:40:42 Long-Term Bonds Are Losing Their Portfolio Ballast — Mike Pyle, BlackRock
1:52:56 Meta’s Muse Is a ‘New Dawn’ for Consumer AI — Ken Gawrelski, Wells Fargo
2:05:05 75 Basis Points of Fed Hikes May Be the Minimum — Robert Sockin, PGIM
2:19:33 Rate Hikes Won’t Stop the AI Spending Race — Dan Greenhaus, Solus Alternative Asset Management
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Annmarie Hordern: https://twitter.com/annmarie

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