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. Thushka Jeannequin, JPMorgan Asset Management France Global Market Strategist, and Sharon Bell, Goldman Sachs Senior Equity Strategist, discuss market reaction to China anti-lockdown protests. Irene Tinagli, European Parliament Chair of the Economic & Monetary Affairs Committee, discusses European Crypto regulation ahead of the European Parliament’s FTX hearing and ECB rate setting.

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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: Charlie Bouckaert – JPMorgan Global Head of M&A, and Michael Aiello – Weil, Gotshal & Manges Partner.

Chapters:
00:00:00 – Bloomberg Deals | 9/23/2026
00:01:08 – Morgan Stanley Deal List Leaked
00:03:12 – Paramount Settles Lawsuits
00:05:50 – Potential Buyers of Capri | Big Deals
00:07:09 – Royal Caribbean Buys 50% Stake in Sandals Resorts
00:10:37 – Tom Nides | The Big Picture
00:20:51 – PE Fund Lifetimes Extend to 15 Years | Alternative View
00:23:13 – Global M&A Breakdown
00:25:22 – Charlie Bouckaert & Michael Aiello | The Investment Committee
00:39:01 – Bamboo Postpones IPO
00:41:38 – Paramount Weighs Tapping Musk for Equity Investment: Semafor
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The Rundown:Unitree Robotics IPO in Asia, Meta’s court caseEd Ludlow has The Rundown on this week’s biggest tech stories, from Unitree Robotics’s IPO in Asia to Meta’s court case.

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“Balance of Power” focuses on the intersection of politics and global business. On today’s show, Tom Kloza, Founder and Chairman of Kloza Advisors, says everybody still obsesses with the crude oil price, but it’s the diesel price that needs to be watched. Kęstutis Budrys, Lithuanian Foreign Minister, says a Russian drone flew from Belarus into Lithuanian airspace as NATO has experienced more than 60 incidents involving drones or missiles entering its airspace. Greg Allen, Founder and CEO of Decision Tree Research, says AI has already had “extremely concerning incidents” and model releases should not be “exceeding our pace of safety technologies.”

Chapters:

00:02:17 Bloomberg’s Jeff Mason on Trump Moves to Ban News Outlets From White House
00:07:04 Power Moves: Top Financial Moves
00:09:13 Tom Kloza, Founder and Chief Oil Advisor at Gulf Oil, on Record Diesel Prices and Economic Impact
00:12:42 Tom Kloza on Could a Diesel Export Ban Bring Relief?
00:14:18 Tom Kloza on Refinery Capacity and Permitting Reform
00:16:38 Kęstutis Budrys, Lithuanian Foreign Minister, on Critical Minerals and US Security Ties
00:18:36 Kęstutis Budrys on Russian Drone Incursions and NATO Deterrence
00:21:30 Kęstutis Budrys on Lithuania’s Defense Spending and NATO’s 5% Goal
00:25:41 Greg Allen, Founder and CEO of Decision Tree Research, on AI Risks, Self-Improvement and Safety
00:28:31 Greg Allen on Could an AI “Kill Switch” Work?
00:32:22 Greg Allen on US-China AI Race and Safety
00:37:48 Bloomberg’s Jeff Mason on Trump Announces Greenland Security Agreement
00:40:40 Political Panel Reacts: Press Access and First Amendment, Trump Signs Russia Sanctions Bill
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New York City Mayor Zohran Mamdani said he told President Donald Trump that all members of the media were welcome to his press conference after their closely watched meeting Monday. #trump #mamdani #nyc #politics #news #usa

Trump said the press would “never boycott me” after major TV outlets earlier agreed to suspend their White House pool coverage.

Days after Trump announced the prohibition of the news organizations, the outlets sued, arguing that the revocation of their press passes violated due process and First Amendment protections against retaliation and viewpoint discrimination.

Read more: https://www.bloomberg.com/news/newsletters/2026-09-21/trump-s-meeting-with-new-york-s-mamdani-becomes-another-closely-watched-summit

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