Business
Bloomberg Surveillance 3/18/2026
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.
Chapters:
00:00:00 – Bloomberg Surveillance begins
00:06:23 – Ed Yardeni of Yardeni Research on Buying Opportunities
00:19:18 – Council on Foreign Relations’ Steven Cook on US Possibly Exiting Iranian War
00:30:34 – Pickering Energy Partners’ Dan Pickering on Oil Industry Looking for New Shipping Routes
00:41:41 – Renaissance Macro’s Neil Dutta on the Federal Reserve Rate Decision Ahead of Meeting
00:52:02 – JPMorgan’s Priya Misra on Rising Stocks and Oil Prices
01:06:34 – CSIS Defense & Security Department President Seth Jones on US Vulnerability
01:17:44 – Seth Jones on US Vulnerability’s Chief Strategy Officer Currie on Recovering After Hormuz Crisis
01:31:37 – Barclays’ Global Head of Research Brad Rogoff on Fed Cuts
01:40:34 – Academy Securities’ Peter Tchir on Disruption to Global Supply Chains
01:54:33 – Evercore’s Head of Energy Research Steve Richardson on Rising Growth Risks
02:01:52 – BofA Securities’ Head of US Economies Bhave on Stagflation Risks
02:19:47 – MassMutual’s Head of Investment Strategy Kelly Kowalski on Expected Fed Hold
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As the dust settles after sweeping Democratic wins across the country, many are left to wonder — how will the power shift influence everything from the composition of the FOMC to AI development?
Employ America’s executive director Skanda Amarnath joins Tracy Alloway and Joe Weisenthal on the Odd Lots podcast to discuss whether he thinks a Democrat-led Congress will slow down data center construction.
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Anthropic filed for its long-awaited IPO, a landmark moment in an industry that is growing ever-hungrier for cash to power ahead. Ed Ludlow reports.
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On today’s Big Take podcast, finance reporters Max Abelson and Katherine Doherty discuss their exclusive reporting into who runs Jane Street and why it matters to global markets.
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The stock-market rout on Thursday pulled down companies at the heart of the AI boom due to the prospect of a political shift that will tap the brakes on the industry’s growth.
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UK Chancellor John Healey warned of global “economic storms” in his first budget — hiking taxes on banks and setting a date for defense investment. Alex Morgan breaks down they key measures.
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