3 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 Fed Hike Debate, Iran Escalation and Yen Intervention 03:53 Rate Hike Cycle Could Threaten the Bull Market — Keith Lerner, Truist Advisory Services 19:12 Iran War Could Escalate After the Midterms — Ed Mills, Raymond James 31:48 BOJ Hikes Are the ‘Only Thing Left’ for Yen — Jayati Bharadwaj, TD Securities 42:17 Wage Growth Isn't Fueling Inflation — Nela Richardson, ADP 54:29 Investors Hate Bonds Before They Love Them — Emily Roland, Manulife John Hancock Investments 1:06:24 Data Center Backlash Is Reshaping Politics — Adam Hodge, Bully Pulpit International 1:21:08 Companies Are Hoarding Workers, Waiting for Growth — Steve Odland, The Conference Board 1:30:41 Waller May Be a Better Fed Guide Than Warsh — Tony Rodriguez, Nuveen 1:40:30 The Economy May Be Too Small for the AI Buildout — Ohsung Kwon, Wells Fargo 1:52:23 Higher Rates Could Cap AI Stock Valuations — Frank Lee, HSBC 2:00:57 Waller Says August CPI Is Key to Rate Decision — Michael McKee 2:06:58 Consumer Spending Is Stronger Than It Looks — Michelle Meyer, Mastercard Economics Institute 2:17:14 AI Is Still Overpowering Higher Rates — Abby Yoder, JPMorgan Private Bank
