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Bloomberg Markets Full Show (10/01/2021)

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Stocks Fall as Brent Tops $100 Ahead of Key Inflation Data

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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 “ Surveillance.”

Chapters:
00:00:00 – Surveillance | 9/9/2026
00:06:11 – Max Kettner, HSBC Chief Multi-Asset Strategist
00:19:24 – Brent Hits $100
00:30:52 – Heath Terry, Citi Research
00:41:57 – Bessent Challenges Traders to Bet Against Yen
00:53:43 – Steve Chiavarone, CIO of Federated Hermes
01:06:07 – RNC Holds First Midterm Convention
01:18:26 – Jenny Johnson, President & CEO of Franklin Templeton
01:28:06 – Dermot McDonogh, CFO of BNY
01:40:25 – Mike Wilson, CIO of Morgan Stanley
01:54:04 – Bruce Van Saun, CEO of Citizens Financial Group
02:04:48 – Bessent Bond Buyback Annoucement Today
02:07:56 – Mike Feroli, JPMorgan Chief US Economist
02:18:51 – Kara Murphy, President & CIO of Kestra
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Watch it live every week day from 6-9 ET on Television, YouTube, Roku, Apple TV, Samsung TV, Android TV, Rakuten TV.

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USS Lincoln Sailors Describe Toll of Deployment

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The USS Abraham Lincoln’s crew received a long-awaited port visit in Thailand after a 286-day deployment that included a modern-era record of 264 consecutive days at sea and months of combat operations in the Middle East. Joining Bloomberg This Weekend is Bloomberg News Southeast Asia Reporter Philip Heijmans who recently returned from Thailand and says sailors described food shortages, limited communications with family and uncertainty over their return, while many also expressed pride in their mission.
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Apple Unveils Foldable iPhone & New AI Strategy

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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 T. Rowe Price Portfolio Manager Tony Wang, IDC Senior Director, Data & Analytics Nabila Popal, Former Apple CEO John Sculley, Signet Jewelers CEO J.K. Symancyk, LightShed Partners Walter Piecyk, S&P Dow Jones Indices CEO Catherine Clay, Oak Hill Advisors Founder & CEO Glenn August, QTS Co-CEO Tag Greason, AGCO Corp. CEO, Chairman & President Eric Hansotia, & Unifor National President Lana Payne.

Chapters:
00:00:00 Bloomberg The Close
00:02:11 Mark Gurman Breaks Down Apple’s New Era
00:06:57 Apple’s Foldable iPhone Through an Investor Lens
00:10:31 Foldable iPhone’s Impact on the Smartphone Market
00:15:29 Former Apple CEO John Sculley on John Ternus & Innovation
00:19:19 Apple’s $2,000 Price Tag & the AI Opportunity
00:23:10 Apple vs. OpenAI & the Future of AI Devices
00:26:18 Ed Ludlow on Foldable iPhone Demand & Pricing
00:29:18 Signet Jewelers CEO on Strong Earnings & Consumer Demand
00:33:16 Lab-Grown Diamonds, Tariffs & Jewelry Trends
00:38:02 Apple’s New Leadership & Product Strategy
00:43:42 S&P Dow Jones CEO on the S&P 500 Rebalancing
00:47:12 Big Tech Concentration, Equal Weight & Index Investing
00:54:14 Oak Hill’s Glenn August on AI Infrastructure Lending
00:56:41 Distressed Software & Private Credit Opportunities
01:00:19 Credit Markets, Refinancing & the Maturity Wall
01:03:46 Oak Hill Advisors, T. Rowe Price & Private Credit Growth
01:06:36 QTS on the Data Center Boom & Political Backlash
01:10:14 QTS Announces $1 Billion Water Infrastructure Fund
01:12:18 Data Centers, Power Grid Costs & Energy Affordability
01:18:03 AGCO CEO on Rising Costs for Farmers
01:20:10 Autonomous Farming & AGCO’s Retrofit Technology
01:23:08 Agriculture Outlook, Brazil & Global Demand
01:27:20 U.S.-Canada Trade War Escalates
01:30:13 Tariffs, Consumer Backlash & Rebuilding U.S.-Canada Trust
01:32:04 Trade Bans & the Economic Impact on Canada
01:34:57 What to Watch
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More on Bloomberg Television and Markets

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Bessent’s Bluff on Bonds Backfired, Says Pantera’s Morehead

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“The only way a bluff works is if nobody at the poker table knows you are bluffing, and to slide an extra $2 billion of poker chips out onto the table…when you are a forced seller…it backfired.” Dan Morehead talks about Bessent’s bond plan.
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Canada Tariffs Escalate Trade Spat; Markets brace for Inflation Test

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Get a jump start on the US trading day with Vonnie Quinn and Bailey Lipschultz on “Bloomberg Open Interest.” The summer calm may be over. Middle East tensions hit markets ahead of a crucial inflation report, as the US-Canada trade fight escalates. Apple enters the John Ternus era with a foldable iPhone. Plus, NASCAR CEO Steve O’Donnell on racing’s momentum, Bloomberg Intelligence’s Mandeep Singh on Qualcomm’s Amazon chip deal, and Julie Macklowe on tariffs, whiskey and the rise of ready-made cocktails.

Chapters:
00:00:00 – Open Interest
00:02:01 – Saudi Attacks, Iran Risks, Red Sea Disruptions & Oil Near $100
00:03:39 – Geopolitics, Inflation, Fed Risks & Q4 Market Outlook
00:07:49 – Canada Retaliatory Tariffs, Trade War Escalation & Midterm Pressure
00:12:36 – High Interest | Trump’s Midterm Convention, Millennium Nearing $100B & Amazon’s First Sterling Bond Sale
00:13:50 – Qualcomm-Amazon AI Deal, Data Center Chips, AI Capex & Apple Event Preview
00:18:06 – Stuart Kaiser Citi | CPI Risks, Fed Decision, AI Earnings Growth & Market Volatility
00:31:52 – Top Calls | Best Buy Downgrade, SpaceX Buy Rating & Sweetgreen Upgrade
00:33:20 – Apple’s Foldable iPhone, AI Strategy, Oracle Earnings & Data Center Spending
00:41:02 – Novartis Trial Failures, Pharma M&A Risk & Drug Pipeline Concerns
00:44:32 – Katrina Dudley Franklin Templeton | AI ROI Debate, Healthcare Productivity, Markets & Fed Expectations
00:53:54 – Canada Tariffs, U.S. Trade Pressure & Political Fallout
00:56:33 – High Interest | H-1B Visa Collapse, Anthropic’s Abandoned AI Deal & AI’s Impact on Education
00:58:15 – Peter Hughes Apex Group | Family Office Investing, Private Markets, Tokenization & Alternative Assets
01:07:02 – Steve O’Donnell | NASCAR Growth, Media Strategy, Private Equity & Sports Business Expansion
01:17:58 – Julie Macklowe Macklowe Founder | US Hits Canada with 50% Liquor Tariff  
01:24:34 – Big Take | Millennium’s Rise to $100B, Hedge Fund Expansion & Industry Consolidation
——–
More on Bloomberg Television and Markets

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