#wallstreet #investment #markets - Markets Rise as AI, Oil & Treasury Yields Drive the Week: Bloomberg Television

25 September 2026

The Close brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are Morgan Stanley Private Wealth Management Executive Director Katerina Simonetti, BMO Chief FX Strategist Mark McCormick, Jefferies Managing Director & Equity Research Analyst David Katz, Yale University Jackson Institute for Global Affairs Senior Fellow Stephen Roach, Citi Wealth Head of Portfolio Construction & Analytics Olaolu Aganga, Council on Foreign Relations Senior Fellow Rebecca Patterson, Georgetown Institute of International Economic Law Visiting Scholar Peter Harrell, & Keeneland President & CEO Shannon Arvin. Chapters: 00:00:00 Bloomberg The Close 00:02:37 Morgan Stanley on AI, Market Broadening & Portfolio Strategy 00:05:18 Oil Prices, Fed Rate Hikes & Bond Opportunities 00:09:39 The Yen, Dollar & Japan’s Currency Strategy 00:12:55 Dollar Strength, Real Yields & Fed Policy 00:16:41 Top Calls 00:18:02 Carnival Earnings Preview & Rising Fuel Costs 00:21:19 Carnival, Viking & the Cruise Industry Outlook 00:23:02 Stephen Roach on the Trump-Xi Summit & U.S.-China Relations 00:26:06 China’s Economy, Trade Dependence & AI Competition 00:29:54 China, Iran, Russia & the Risk of Japan-Style Stagnation 00:32:17 Microsoft Rallies on New Copilot AI Strategy 00:35:33 Citi Wealth on Rising Yields, Stocks & Earnings 00:38:29 AI Capex, Hyperscaler Debt & Credit Markets 00:41:05 Equities vs. Bonds & the Cybersecurity Opportunity 00:43:32 Closing Bell 00:47:00 Market Movers: Akamai, Microsoft & Atlas Energy 00:49:28 Meta’s AI Rally, Campbell’s & Nike 00:52:01 Treasury Yields & the Return of the Minivan 00:55:37 Weekly Market Recap: AI, Oil & Bonds 00:58:22 Rebecca Patterson on the Economy, AI & Rising Yields 01:01:58 Consumers, Inflation & the Labor Market 01:05:16 Can AI Investment Offset Consumer Weakness? 01:07:00 Markets Rally as Oil & Yields Ease 01:09:41 Peter Harrell on Trump-Xi & U.S.-China Strategic Competition 01:12:10 AI, Trade & the Long-Term U.S.-China Rivalry 01:15:11 Export Controls, Allies & China’s Technology Ambitions 01:18:51 Markets Recap: Stocks Rise as Oil & Yields Fade 01:19:21 Inside the $500 Million Keeneland Yearling Sale 01:22:41 Keeneland CEO Shannon Arvin on Record Horse Sales 01:25:21 Thoroughbred Investing, Auctions & Breeding Economics 01:29:05 What to Watch

Washington Week with The Atlantic full episode, Sept. 25, 2026: Washington Week PBS

#wallstreet #investment #markets - Trump-Xi Summit, Oracle Buildout Hits New Hurdle: Bloomberg Television

24 September 2026

A global bond rout sends the 30-year yield to a 22-year high. President Trump and China President Xi meet today after extending the US, China trade truce. Elizabeth Economy breaks down Washington’s fading leverage over Beijing. Plus, oil surges as tensions with Iran escalate. And tech billionaire Vinod Khosla joins us on why America can’t slow the AI race. Chapters: 00:00:00 - Open Interest begins 00:00:38 - Global Oil Prices & Middle East Tension 00:01:17 - US-China Summit & Trade Truce Extension 00:02:15 - Meta Unveils Muse Companion & AI Hardware 00:06:05 - Top Wall Street Calls 00:06:56 - Oracle's Force Majeure Notice 00:08:49 - Trump Welcomes Xi Jinping to White House 00:16:47 - Vinod Khosla on AI Competition 01:16:10 - Elizabeth Economy on US-China Summit 01:25:31 - Nilam Ganenthiran on AI Safety

#wallstreet #investment #markets - Meta AI Disrupts the Tech Race, Morgan Stanleys's Deal Leak: Bloomberg Television

23 September 2026

Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." Diplomacy in New York raises hopes for an Iran breakthrough. Plus, Morgan Stanley’s confidential deal leak, Royal Caribbean’s $3 billion Sandals bet, and the CEOs of PG&E and Ben & Jerry’s join Bloomberg Open Interest in the C-Suite. Chapters: 00:00:00 - Open Interest 00:01:35 - Iran Talks, Strait of Hormuz & U.S.-China Summit Stakes 00:05:26 - Trump-Xi AI Agenda, Open Source Risks & China Competition 00:10:28 - General Mills, Consumer Spending & Retail Pricing Pressure 00:13:38 - High Interest | Greenland, Texas, Goldman Sachs 00:16:30 - SoftBank's $11B AI Bond Raise, Credit Risk & Private Markets 00:23:32 - Beata Kirr Northern Trust Wealth Management | AI agents threaten customer stickiness 00:32:28 - Top Calls | Microsoft, Novo Nordisk, PG&E 00:33:26 - Kate McShane Goldman Sachs | Consumer Health, Holiday Spending & Retail Strategy 00:39:17 - Morgan Stanley's Accidental Deal Leak & Wall Street Fallout 00:43:58 - Emily Bowersock Hill Bowersock Capital Partners | Why Rising Yields Threaten Stocks 00:53:42 - High Interest | Morgan Stanley, UBS, Royal Caribbean 00:58:59 - Martin Whittaker Just Capital | AI Safety, Voter Sentiment & U.S.-China Competition 01:05:59 - Patti Poppe PG&E | AI data center power demand 01:16:09 - ochanan Senf Ben & Jerry's | Climate and democracy initiatives 01:23:54 - Iran Negotiations, Trump-Xi Meeting & Global Trade Outlook

#wallstreet #investment #markets - Bloomberg Surveillance 9/22/2026: Bloomberg Television

22 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." 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 Management 1:40:42 Long-Term Bonds Are Losing Their Portfolio Ballast — Mike Pyle, BlackRock 1:52:56 Meta's Muse Is a ‘New Dawn’ for Consumer AI — Ken Gawrelski, Wells Fargo 2:05:05 75 Basis Points of Fed Hikes May Be the Minimum — Robert Sockin, PGIM 2:19:33 Rate Hikes Won't Stop the AI Spending Race — Dan Greenhaus, Solus Alternative Asset Management

#Wallstreet #business #Berkshire - Buffett Steps Down at Berkshire: Bloomberg Television

18 September 2026

Get a jump start on the US trading day with David Gura on "Bloomberg Open Interest." Tech stocks pare morning gains as the sector’s recovery from a rocky week loses steam, while the S&P 500 turns lower and Brent crude extends its decline. Plus, China tariffs reportedly on hold ahead of the Trump-Xi summit, a changing of the guard at Berkshire, PwC CEO Paul Griggs on AI reshaping jobs, Mbappé’s stunning Nike exit, and new scrutiny of the Fed over SVB. Chapters: 00:00:00 - Open Interest 00:01:20 - AI Safety Debate, Palantir's Alex Karp & Why Software Stocks Are Rebounding 00:04:43 - Warren Buffett Steps Down as Chairman & Berkshire's Next Chapter 00:07:46 - Trump-Xi Summit, China Tariffs, Rare Earths & Middle East Diplomacy 00:13:20 - High Interest | Lagarde Succession, Saudi Oil Disruption 00:14:28 - Fed Speak Returns, BOJ Rate Hike & Treasury Market Risks 00:17:41 - John Stoltzfus Oppenheimer | AI Earnings Boom, Market Resilience & Why This Isn't a Bubble 00:31:58 - Top Calls | Netflix Downgrade, Etsy Upgrade & StubHub Upgrade 00:32:49 - AI Winners, Software Revival & Why Markets Are Giving AI Another Chance 00:38:30 - Active ETFs, Finding the Next Nvidia & Bitcoin ETF Flows 00:44:42 - Indrani De FTSE Russell | Rising Yields, AI Capex Boom, Credit Markets & Global Asset Allocation 00:52:31 - Trump-Xi Talks, AI Competition & U.S.-China Trade Strategy 00:57:51 - Silicon Valley Bank Review, Bank Oversight & Fed Regulation Changes 01:01:22 - Kylian Mbappé Leaves Nike, On Holding's Big Bet & Sportswear Competition 01:05:33 - Paul Griggs PwC | AI and the Workforce, Productivity Gains & Future Job Creation 01:17:58 - Midterm Elections, Trump Strategy, Tariffs & Executive Power 01:23:06 - Qatar Economic Forum, Geopolitics, Gulf Investment & Global Diplomacy

#Investing #Stocks #WallStreet - A ‘Much Larger Pullback’ Is Justified: How to Prepare: TheStreet

11 September 2026

Gabelli Funds Portfolio Manager Justin Bergner says hotter inflation and a long‑term Treasury yield spike justify a much larger pullback — and lays out how retail investors should position, what stocks to watch, and what kind of pullback would trigger buying again. Recorded: September 11, 2026 00:00 Intro 00:14 CPI Report & Fed Rate Hike Outlook 01:18 The Biggest Risk Facing Markets Right Now 03:19 Can the S&P 500 Keep Rallying? 05:32 S&P 500 Outlook & Defensive Strategy 08:20 Top Healthcare Pick: Merck (MRK) 09:21 Top Value Pick: Ferguson Enterprises (FERG) 11:39 Consumer Staples Pick: J.M. Smucker (SJM) 13:41 Finding Value in Tech & Cyclicals 15:35 Market Pullback Strategy for Investors 18:52 Rapid Fire: This or That

#wallstreet #investment #markets - Stocks, Treasuries Get Relief Ahead of CPI, US Diesel Passes $6/Gallon: Bloomberg Television

11 September 2026

US equity futures and Treasuries find some relief as investors await the latest inflation data for a signal on whether the Federal Reserve will raise interest rates next week. US diesel prices rose above $6 a gallon for the first time ever, raising the risk of further energy-driven inflation. The US marks 25 years since the September 11 terrorist attacks. Isabelle Mateos Y Lago of BNP Paribas joins "Bloomberg Brief" to look ahead to the CPI data. Chapters: 00:00:00 - Bloomberg Brief Begins 00:00:19 - Top News and Headlines 00:00:54 - Global Market Check: Asia Markets: Tech Stocks Slide Ahead of CPI 00:02:07 - European Markets & ECB Rate Expectations 00:03:13 - Treasury Yields Approach 5% & Oil Prices Ease 00:04:45 - First Look Movers 00:06:13 - Inflation, Bond Yields & Market Risks, Bessent Comments & Bank of Japan Independence 00:09:40 - Oil Supply Risks & Strait of Hormuz Tensions 00:12:30 - OpenAI Considers Slowing Cutting-Edge AI Development, Microsoft’s Massive Data Center Expansion Plans 00:14:30 - Trending on the Terminal 00:15:56 - Scotland’s Wind Energy & Data Center Opportunity 00:20:07 - Front Page News 00:21:06 - Markets Update: Treasury Yields, Oil & Equities 00:23:00 - First Look Movers 00:24:16 - Isabelle Mateos Y Lago, BNP Paribas Chief Economist, on CPI Preview & the Fed’s Next Rate Decision, Can Global Markets Handle Higher Bond Yields 00:32:29 - Trending on the Terminal 00:34:04 - Trump, JD Vance & the Republican Convention, Trump and the 25th Anniversary of 9/11 00:39:19 - IEA Warns High Oil Prices Could Destroy Demand, Why Diesel Prices Remain at Record Highs 00:42:00 - What to Watch, 9/11 Commemorations