Bloomberg Surveillance 9/16/2026
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.”
Chapter:
00:00 Fed Decision, Strong Consumer and 5% Treasury Yields
06:30 The Fed Can’t Print Oil — George Goncalves, MUFG
18:43 $5,000 Checks Face a Congressional Roadblock — Brian Gardner, Stifel
30:38 Markets Underestimate Fed Easing in 2027 — Arend Kapteyn, UBS
41:08 Fed Hike May Trigger a Bull Steepening — Steven Major, Tradition Dubai
52:43 BNY Holds 8,000 S&P Target Despite Rate Hikes — Alicia Levine, BNY Wealth
1:06:02 Pouring More Money Into Today’s AI Is a Mistake — Stuart Russell, UC Berkeley
1:18:25 AI Buildout Needs Every Source of Capital — Jim Zelter, Apollo Global Management
1:30:58 Higher Interest Rates Are Here for a While — Jim Zelter, Apollo Global Management
1:41:54 The AI Train Has Already Left the Station — Gina Martin Adams, HB Wealth Management
1:52:57 Mortgage Buydowns Can Leave Buyers Underwater — Stephen Kim, Evercore ISI
2:01:02 Strong Retail Sales Give Fed More Room to Hike — Michael McKee
2:06:24 Fed May Need to Engineer Demand Destruction — Thomas Hoenig, Former Kansas City Fed President
2:19:43 Fed Could Hike Three Times Before Spring — Gennadiy Goldberg, TD Securities
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