Trade talks between the US and Canada came to a halt over the weekend with new US tariffs going into effect. Now Canada has responded with counter-tariffs. Mathieu Dion explains what this all means
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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 5% Treasury Yields, Diesel Debate and Tech Selloff
05:20 Stocks No Longer Have the Market to Themselves — Keith Lerner, Truist Advisory Services
18:34 US-China Truce Masks Deeper Tensions — Mary Lovely, Peterson Institute
33:16 Higher Rates Hit Smaller Tech Hardest — Ted Mortonson, Baird
42:06 ‘Modest’ Dollar Appreciation Amid Rising Yields — Daragh Maher, HSBC
54:10 Earnings Can Carry Stocks Through Higher Rates — Lisa Shalett, Morgan Stanley Wealth Management
1:06:54 Diesel Export Curbs Risk Short-Lived Relief — Kevin Book, ClearView Energy Partners
1:21:24 US, China Lack a Permanent AI Crisis Channel — Scott Singer, Carnegie Endowment for International Peace
1:31:05 Bond Selloff Is Starting to Create Value — Edward Al-Hussainy, Columbia Threadneedle
1:41:38 Wells Fargo Warns of 5%-10% Downside to Stocks — Ohsung Kwon, Wells Fargo
1:52:39 Diesel Export Ban Risks Unintended Consequences — Sen. Dave McCormick (R-PA)
2:01:04 US Jobless Claims Hover Near Historic Lows at 197,000 — Enda Curran
2:03:58 Labor Market Isn’t Generating Wage Inflation — Nela Richardson, ADP
2:18:47 Bond Yields May Be Near a Self-Limiting Point — Emily Roland, Manulife John Hancock Investments
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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:
00:00:00 – Bloomberg Surveillance | 9/21/2026
00:04:24 – Beata Manthey – Citi Head of European Equity Strategy
00:17:35 – Ed Mills – Raymond James Washington Policy Analyst
00:31:29 – Bob McNally – Rapidan Energy Group Founder & President
00:40:07 – Bob Michele – JPMorgan Asset MGMT Global Head of Fixed Income
00:54:09 – Venu Krishna – Barclays Head of US Equity Strategy
01:06:31 – Henrietta Treyz – Veda Partners Director of Economic Policy Research
01:19:41 – Jason Tyler – Northern Trust Wealth MGMT President
01:29:53 – James Egelhof – BNP Paribas Chief US Economist
01:40:52 – Ulrike Hoffmann-Burchardi – UBS Global Wealth MGMT CIO of Global Equities
01:51:55 – Baiba Braže – Latvia Foreign Minister
02:04:38 – Jamieson Greer – US Trade Representative
——–
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India’s finance boom has produced fortunes across everything from private banking to online broking. Advait Palepu breaks down the five wealthiest names on Bloomberg’s ranking of those who made their money in financial services.
——–
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Bloomberg Surveillance: Early Edition, live from London and New York. Francine Lacqua, Anna Edwards, Matt Miller, and Kailey Leinz deliver the latest news and analysis on the markets with leaders in global finance and economics. Christian Mueller-Glissmann, Managing Director for Portfolio Strategy and Asset Allocation at Goldman Sachs, says he is underweight credit. Orysia Lutsevych, Head of the Ukraine Forum in the Russia and Eurasia Programme at Chatham House, says Putin is not giving up on his demands.

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