Bloomberg Surveillance 9/23/2026
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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." Chapters: 00:00 Diesel Debate, AI Disruption and Iran Diplomacy 05:29 Earnings Can Overpower Higher Rates — Aaron Kennon, Clear Harbor Asset Management 17:51 Iran Feels the Pressure but Isn't Capitulating — Norman Roule, CSIS 33:54 AI Agents Threaten the Power of Consumer Inertia — Juan Londoño, Cato Institute 42:19 Data Center Debt Is Making Investors Choosier — Winnie Cisar, CreditSights 54:19 Tech CapEx Cycle Has Another 12-18 Months to Run — Stephen Parker, JPMorgan Private Bank 1:05:54 GOP Pressure on Trump Is Starting to Build — Marc Short, Former White House Legislative Affairs Director 1:20:16 Diesel Export Ban Could Raise US Fuel Prices — Daan Struyven, Goldman Sachs 1:30:00 Financial Conditions Are Improving Despite Fed Hike — G
Tags: Aaron Kennon, Amos Hochstein, Annmarie Hordern, BlackRock Inc., Bloomberg Surveillance, Carlyle Group LP, Clear Harbor Asset Management LLC, Creditsights Inc, Daan Struyven, David Rubenstein, Deutsche Bank AG, Gargi Chaudhuri, Goldman Sachs Group Inc., Greg Peters, JPMorgan Chase Bank NA, Jonathan Ferro, Juan Londoño, Lisa Abramowicz, Marc Short, Matthew Luzzetti
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