Bloomberg Surveillance 9/22/2026
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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 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 Man
Tags: Akin Gump Strauss Hauer & Feld LLP, Annmarie Hordern, Bank of New York Mellon Corp., Barings LLC, BlackRock Inc., Bloomberg Surveillance, Dan Greenhaus, Geoffrey Yu, JP Morgan Investment Management Inc, Jonathan Ferro, Kelly Ann Shaw, Kelsey Berro, Ken Gawrelski, Lisa Abramowicz, Martin Horne, Michael Pyle, PGIM Inc., Paul Sankey, Robert Sockin, Rumman Chowdhury
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