Bloomberg Surveillance 9/1/2026
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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. Chapters: 00:00 Global Bond Rout, $92 Oil and AI Rate Risk 03:59 Earnings Make Rising Rates Tolerable for Stocks — Cameron Dawson, NewEdge Wealth 17:13 US Assumptions About the Iran War Have Proven Wrong — Lt. Gen. Karen Gibson (Ret.), Academy Securities 32:46 Venezuela Oil Deal May Not Be Sustainable — Doug Rediker, International Capital Strategies 40:52 ‘This Is an Inflation First Fed Right Now’ — Krishna Guha, Evercore ISI 52:40 Stocks Can Keep Grinding Higher Through Year-End — Jordan Jackson, JPMorgan Asset Management 1:06:36 The Last Thing the Economy Needs Is More Stimulus — Henrietta Treyz, Veda Partners 1:18:39 5% Is the ‘Magic Number’ for the 10-Year Yield — Krishna Memani, Lafayette College 1:29:10 Nvidia Is Backstopping the AI Ecosystem — Sara Araghi, Fran
Tags: Academy Securities Inc, Annmarie Hordern, BTIG LLC, Brent Schutte, Cameron Dawson, Dani Burger, Douglas Rediker, Evercore ISI International Ltd, Henrietta Treyz, International Capital Strategies LLC, Jonathan Ferro, Jonathan Krinsky, Jordan Jackson, Karen Gibson, Krishna Guha, Krishna Memani, Lafayette College, Lindsay Piegza, Lisa Abramowicz, Maxim Group LLC
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