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
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The US and China have sealed a two-month extension to their trade truce, as Xi Jinping landed in America for his first state visit in eleven years. Donald Trump became the first US president in six decades to receive a foreign counterpart at that airport, excluding visits by the Pope.

Iranian President Masoud Pezeshkian said his country won’t allow freedom of navigation through the Strait of Hormuz while sanctions and a US blockade remain in place, underscoring the difficulty in reaching a peace deal with Washington despite efforts to revive talks this week.

Meta unveiled a palm-sized, dedicated gadget for using Muse, the company’s popular new artificial intelligence assistant, pushing deeper into the AI devices market with a surprise announcement.

Today’s guests: Clemens Fuest, Ifo Institute President; Grace Peters, JPMorgan Private Bank Co-Head of Global Investment Strategy; Kinger Lau, Goldman Sachs Chief China Equity Strategist; Christian Sinding, Scaleup Europe Fund Investment Committee Chair & EQT Institutional Partner

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“The Pulse With Francine Lacqua” is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops.

Chapters:
00:00:00 – The Pulse with Francine Lacqua
00:00:25 – German Institutes double GDP forecast as outlook brightens
00:01:16 – Grace Peters, JPMorgan Private Bank Co-Head of Global Investment Strategy
00:04:18 – Clemens Fuest, Ifo Institute President
00:10:19 – Grace Peters, JPMorgan Private Bank Co-Head of Global Investment Strategy
00:15:00 – China-US trade truce extended as Xi arrives
00:18:43 – Oil shipments from Mideast reclaim focus
00:22:55 – Thursday headlines
00:23:30 – US 30-year Treasury yield rises to highest since 2004
00:24:14 – Sanchez: Need to rebalance dependence on other economies
00:26:26 – Kinger Lau, Goldman Sachs Chief China Equity Strategist
00:34:21 – Altman, Amodei talk AI safety at UN security council
00:38:38 – Christian Sinding, Scaleup Europe Fund Investment Committee Chair & EQT Institutional Partner
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CNN Senior National Security Reporter Jennifer Hansler, Qatar Airways Group CEO Hamad Ali Al-Khater, Marsh CEO John Doyle, Oaktree Capital Management Co-Chair Howard Marks, Advisor to the Prime Minister of Qatar and Official Spokesperson for the Ministry of Foreign Affairs Dr. Majed Al Ansari, Franklin Templeton Investments CEO Jenny Johnson, Former US Treasury Secretary and Liberty Strategic Capital Founder & Managing Partner Steven Mnuchin, State Street Global Advisors President and CEO Yie-Hsin Hung, Governor and Qatar Central Bank Chairman H.E. Sheikh Bandar bin Mohammed bin Saoud Al-Thani and General Atlantic CEO Bill Ford at the 2026 Qatar Economic Forum, UNGA Special Edition; Powered by Bloomberg.

Chapters:
00:00:00 – Bloomberg This Weekend Begins
00:01:08 – News Now with Lisa Mateo
00:04:16 – Saudi Arabia Confirms Houthi Missile Targeted Riyadh
00:07:14 – World Leaders in NYC Ahead of UN General Assembly
00:12:10 – Moscow Hit in Largest Ukrainian Drone Attack
00:14:41 – Canada Welcomes EU Proposal as ‘Associate Member’
00:18:00 – Lisa Mateo with News Now
00:19:37 – Qatar Airways CEO on State of Global Travel
00:31:31 – News Now with Lisa Mateo
00:33:29 – Marsh CEO Live at Qatar Economic Forum
00:35:20 – Impact on AI and Cyber Risk for Insurers
00:37:29 – Trade & Supply Chains Disrupted By Middle East Events
00:41:31 – Later Today: Where Global Capital Goes Next
00:45:52 – President to Speak at UN on Tuesday
00:48:31 – Top of the Hour with Bloomberg This Weekend
00:49:48 – Headlines with Lisa Mateo
00:52:45 – Oaktree Capital Co-Chair Howard Marks at QEF
01:06:31 – Lisa Mateo with News Now
01:08:10 – Iran Issues New Conditions to End 7-Months Conflict
01:09:29 – Assessing Safety and Security of Strait of Hormuz
01:14:24 – How The War in Iran Is Affecting Global Business
01:16:07 – Qatar’s Role as Diplomatic Intermediary With Iran
01:20:01 – Franklin Templeton CEO Jenny Johnson
01:29:26 – Former Treasury Secretary Mnuchin Live at QEF
01:40:56 – Top of the Hour with Bloomberg This Weekend
01:42:05 – Headlines with Lisa Mateo
01:44:52 – This Week: Trump To Speak To UN General Assembly
01:46:22 – Rubio Speaks to Bloomberg About Role As Secretary of State
01:50:42 – State Street Global Advisors CEO Live at QEF
01:58:01 – Gov. Spencer Cox Live on Bloomberg This Weekend
01:59:44 – Impact of Iran War on Qatar’s LNG Revenue
02:02:18 – Resiliency of Qatar’s Economy & Growth Sectors
02:04:39 – Diversification Within Qatar’s Economy
02:06:51 – Impact of AI Investment on Qatar’s Economic Future
02:11:34 – News Now with Lisa Mateo
02:13:31 – General Atlantic CEO Live at Qatar Economic Forum
02:21:35 – Moments Away: Start of 2026 Qatar Economic Forum
——–
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Charles Schwab CEO Rick Wurster says that the SpaceX IPO was “one of the top five most active days for our clients in the 50-year- plus history of the firm.”

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King Charles asks for reassurances from AI executives that they can keep their inventions under control. “There is urgency in adequately considering the existential dangers of AI falling into the wrong hands.” #ai #uk #world #technology #politics #news

Read more: https://www.bloomberg.com/news/articles/2026-09-17/king-charles-wants-ai-chiefs-to-promise-they-ll-protect-mankind

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