People are being spotted emerging from New York City’s sewers, generating wild theories online about their intentions.
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President Trump greeted Xi at Joint Base Andrews, a break from protocol that gives Beijing a powerful visual opportunity to present China as an equal peer to the US. The state visit happens after Treasury Secretary Scott Bessent announced the US and China have agreed to extend their trade truce by two months.

Original filename: Xi visiting US Sept 24 – LIVE.mp4
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US equity futures and Treasuries hold steady ahead of the August payrolls report. US retail diesel prices rise to a record high as the wars roil the market. DeepSeek plans to deploy at least 160,000 of Huawei’s top accelerators at a massive new data center in Inner Mongolia. Mark Haefele of UBS Global Management and Veronica Clark of Citi join “Bloomberg Brief” to look ahead to the jobs report.

Chapters:
00:00:00 – Bloomberg Brief Begins – Markets Brace for Payrolls
00:00:50 – Global Market Check: Asian Markets, Yen & BOJ Rate Hike Expectations
00:02:00 – European Markets & ECB Rate Outlook
00:03:14 – US Markets, Treasury Yields & Oil Prices
00:04:33 – First Look Movers: Lululemon, Samsara & Adobe
00:06:01 – Mark Haefele, UBS Global Wealth Management CIO, on the Fed, AI & the Economy, Bond Strategy & the Risk of Stagflation
00:13:44 – Breaking News: DeepSeek’s Massive Huawei Chip Order
00:14:33 – Volkswagen Restructuring & 100,000 Job Cuts
00:17:13 – Sam Altman on AI Rules, Freedom & Public Backlash, Altman on Explaining AI’s Benefits and Risks
00:21:34 – Market Check: Treasuries, Oil & Diesel Prices
00:23:03 – First Look Movers: Lululemon, Samsara & Credit Bureaus
00:24:26 – Veronica Clark, Citi US Economist, on Payrolls Preview, CPI, PCE & the September Fed Decision & Oil Prices, War & Inflation Risks
00:31:56 – Trending on the Terminal
00:33:13 – Iran Conflict, Fuel Prices & US Political Fallout
00:34:37 – US-China Relations Ahead of Trump-Xi Meeting, Supreme Court Fight Over Mail-In Ballots
00:37:57 – Anthropic Moves Closer to an IPO, OpenAI vs. Anthropic in the AI Race, DeepSeek’s 160,000 Huawei Chip Deployment
00:42:34 – What to Watch
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A weekly, midday program that delivers high-impact, editorially driven coverage of the most important corporate transactions shaping the global market. Today’s guests: Pershing Square CEO & Founder Bill Ackman, Pulse Fund Founder & Managing Partner Tenzin Seldon, EQT Partner, Head of AI Infrastructure Jan Vesely, BCG Global Head of Sustainable Investing Vinay Shandal, and JPMorgan Private Bank Global Head of Alternative Investments Kristin Kallergis Rowland.

YouTube Chapters:

00;00;00;00 Bloomberg Deals opens
00;00;56;22 Bill Ackman on Howard Hughes
00;06;42;13 Pershing Square USA
00;10;15;21 Ackman on AI and IPOs
00;14;01;21 Ackman on His Daughter Lucy
00;18;36;25 OpenAI Funding and IPO Plans
00;21;09;22 IPO Market Challenges
00;22;34;22 Paramount-Warner Bros. Deal
00;25;09;13 Climate and AI Power Demand
00;26;39;29 Climate Investment Committee
00;35;43;10 Private Equity and AI
00;41;30;26 Private Credit
00;44;15;29 Blackstone Leadership Changes
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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 | 9/29/2026
00:05:30 – Ed Yardeni, Yardeni Research
00:18:39 – Tobin Marcus, Wolfe Research
00:31:46 – Dan Ives, Yorkville Ives & Co.
00:41:20 – Anders Persson, Nuveen
00:53:17 – Eric Johnston, Cantor
01:07:01 – Joyce Chang, JPMorgan
01:19:51 – Jill Carey Hill, BofA
01:30:42 – Karen Manna, Federated Hermes
01:41:37 – Mona Mahajan, Edward Jones
01:52:16 – Jonathan Krinsky, BTIG
02:06:35 – Gregory Daco, EY-Parthenon
02:17:39 – Black Gwinn, RBC
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