Bloomberg Surveillance 9/24/2026
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 5% Treasury Yields, Diesel Debate and Tech Selloff
05:20 Stocks No Longer Have the Market to Themselves — Keith Lerner, Truist Advisory Services
18:34 US-China Truce Masks Deeper Tensions — Mary Lovely, Peterson Institute
33:16 Higher Rates Hit Smaller Tech Hardest — Ted Mortonson, Baird
42:06 ‘Modest’ Dollar Appreciation Amid Rising Yields — Daragh Maher, HSBC
54:10 Earnings Can Carry Stocks Through Higher Rates — Lisa Shalett, Morgan Stanley Wealth Management
1:06:54 Diesel Export Curbs Risk Short-Lived Relief — Kevin Book, ClearView Energy Partners
1:21:24 US, China Lack a Permanent AI Crisis Channel — Scott Singer, Carnegie Endowment for International Peace
1:31:05 Bond Selloff Is Starting to Create Value — Edward Al-Hussainy, Columbia Threadneedle
1:41:38 Wells Fargo Warns of 5%-10% Downside to Stocks — Ohsung Kwon, Wells Fargo
1:52:39 Diesel Export Ban Risks Unintended Consequences — Sen. Dave McCormick (R-PA)
2:01:04 US Jobless Claims Hover Near Historic Lows at 197,000 — Enda Curran
2:03:58 Labor Market Isn’t Generating Wage Inflation — Nela Richardson, ADP
2:18:47 Bond Yields May Be Near a Self-Limiting Point — Emily Roland, Manulife John Hancock Investments
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