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Bloomberg Surveillance 9/18/2025

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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.

00:00:00 Bloomberg Surveillance
00:03:40 Julian Emanuel, Evercore ISI
00:25:56 Morning Movers
00:27:39 On Our Radar
00:31:19 Everett Eissenstat, Squire Patton Boggs
00:40:03 Frances Donald, RBC
00:55:49 Gargi Chaudhuri, BlackRock
01:06:13 Jon Lieber, Eurasia Group
01:12:52 Morning Movers
01:14:33 On Our Radar
01:20:13 Kit Juckes, Societe Generale
01:29:54 Esther George, Former Kansas City Fed President
01:40:23 Alex Altmann, Barclays
01:53:16 Dan Ives, Wedbush Securities
02:08:12 Nela Richardson, ADP
02:19:05 Morning Movers
02:21:21 Adam Hetts, Janus Henderson
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Watch it live every week day from 6-9 ET on Bloomberg Television, YouTube, Roku, Apple TV, Samsung TV, Android TV, Rakuten TV.

Watch more here: https://www.bloomberg.com/btv/series/bloomberg-surveillance

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Follow Surveillance on X at: https://twitter.com/bsurveillance

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Lisa Abramowicz: https://twitter.com/lisaabramowicz1
Annmarie Hordern: https://twitter.com/annmarie

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Is “work from home” really over? #covid19 #shorts

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President Trump and JPMorgan CEO Jamie Dimon are among the most recent bosses to say that workers must come back to the office five days a week.
But is there really data out there that proves this improves worker performance?
On this episode of the Big Take podcast, we discuss the latest push for workers to return to the office https://trib.al/QPQwd5Y

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The Cult of the C-Suite Is Officially Over

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A decade ago, it seemed like chief executives were broadly admired if not universally beloved. But these days, general sentiment over top executives has significantly shifted. And on top of that, CEOs increasingly complain they are overworked, overstressed and subjected to endless scrutiny.

Bloomberg Opinion’s Beth Kowitt joins Brad Stone and Max Chafkin on the Everybody’s Business podcast to unpack why many top talents are turning down CEO jobs and how the culture shift may impact everyday workers.
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Choppy AI Trade, Fed Outlook Drive Asia Markets | Insight with Haslinda Amin 07/03/2026

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Insight with Haslinda Amin, a daily news program featuring in-depth, high-profile interviews and analysis to give viewers the complete picture on the stories that matter. The show features prominent leaders spanning the worlds of business, finance, politics and culture.

Chapters:
00:00:00 – Insight with Haslinda Amin Begins
00:02:11 – Asian markets rebound after tech-led selloff
00:05:28 – Invesco’s Fiona Yang on AI trade becoming more selective
00:19:24 – Trump allies double down on efforts to reshape Federal Reserve
00:23:16 – Takaichi, Modi deepen economic ties to cut reliance on China
00:27:49 – Former Indian Ambassador Deepa Gopalan Wadhwa on Japanese PM Takaichi’s India tour
00:32:19 – Deepa Gopalan Wadhwa on Indo-Pacific strategy alignment
00:42:35 – NYC summer of fun now looks set to add Taylor Swift’s wedding
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China’s Factory Activity Returns to Growth | The China Show 6/30/2026

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“Bloomberg: The China Show” is your definitive source for news and analysis on the world’s second-biggest economy. From politics and policy to tech and trends, Yvonne Man and Avril Hong give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.

Chapters:
00:00:01 – Bloomberg: The China Show opens
00:04:41 – Yen weakens to 162 per dollar
00:07:45 – JPMorgan Asset Management’s Julie Ho on market outlook
00:15:47 – Breaking: Katayama: Will respond to FX appropriately at any time
00:16:39 – EU & China agree to October deadline on trade
00:26:37 – BofA Global Research’s Helen Qiao on China economy
00:39:40 – Chinese investors review bond holdings
00:41:57 – Alert: China clamps down on issuance of higher-yielding offshore debt
00:47:40 – SMBC’s Jeff Ng on yen weakness
01:00:04 – Samsung, SK Hynix to spend $880B to drive Korea’s AI lead
01:04:01 – Bloomberg Intelligence: SK Hynix, Samsung Electronics fuel HK ETP boom
01:11:06 – House of Brands’ Georges Kern on luxury watch demand
01:19:38 – Miniso’s Tom Bartlebaugh on growth plans
01:24:48 – Bloomberg Economics: Hormuz reopening is a double-edged sword for China
——–
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Nike Stock Tumbles: China and Converse Drag Growth Down

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Nike warned that sales will decline this quarter amid persistent weakness in China and at its Converse brand. The world’s largest sportswear company expects revenue to be down in the low-single digits in the three months that started Dec. 1, a surprising turn after two straight periods of growth. Bloomberg’s Jennifer Creery reports.
——–
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