10 September 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." Chapters: 00:00 Global Rate Hikes, Iran Nuclear Risk and Apple 04:36 5% Treasury Yields Could Start to Bite Stocks — Omar Aguilar, Schwab Asset Management 18:50 Midterms Will Be a Referendum on Trump — Marc Short, Former Chief of Staff to VP Mike Pence 30:35 Mexico Hopes for US Tariff Deal by Year End — Roberto Lazzeri, Mexican Ambassador to the United States 38:55 US Can Withstand Two Rate Hikes — Kurt Reiman, UBS Global Wealth Management 54:06 This Is a Stock Picker's Market — Venu Krishna, Barclays 1:04:51 AI Backlash Is a Bigger Market Risk Than Deficits — Libby Cantrill, PIMCO 1:17:50 Iran Nuclear Inspections Unlikely to Resume Soon — Rafael Grossi, IAEA 1:29:00 Foldable iPhone Could Reach 10% of iPhone Sales — Gene Munster, Deepwater Asset Management 1:40:21 Rate Hikes Could Do More Harm Than Good — Liz Thomas, SoFi 1:49:32 ECB Hikes Rates as Inflation Outlook Worsens — ECB Decision 1:55:39 ECB May Be Done Hiking Rates — Pooja Kumra, TD Securities 2:01:04 Energy Inflation Is Getting Harder for Fed to Ignore — Michael McKee 2:05:52 Rate Hikes Risk Crushing an Already-Strained Consumer — Mike Reid, RBC Capital Markets
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