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Bloomberg Surveillance 3/23/2026

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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.

Chapters:
00:00:00 – Bloomberg Surveillance Begins
00:07:09 – BNY’s Geoffrey Yu on Stocks Falling and Bonds Rising
00:18:28 – Former Senior US Intelligence Official Roule on Trump’s Ultimatum to Iran
00:30:53 – Societe Generale’s Haigh on the Surge of Oil Prices
00:41:33 – Wolfe Research’s Chief Economist Stephanie Roth on Inflation Risks
00:52:24 – Wells Fargo’s Tracie McMillion Shares Market Advice for Investors
01:08:21 – Former Chief of Staff to Former VP Mike Pence Marc Short on Trump’s Motives
01:19:37 – Atlantic Council’s Ellen Wald on Markets Moving as a Result of Trump’s Social Post
01:30:40 – Schwab’s Collin Martin on Trump-Iran Communication Claims
01:44:05 – Bernstein’s Deputy CIO Mike Contopoulos on Good Chance of Fed Rate Hike
01:56:27 – Citi Research’s Chief US Economist Hollenhorst on Fed’s Reluctance to React
02:06:28 – Renaissance Macro Research’s Dutta on Weak Economies and Historical Fed Cuts
02:15:51 – Federal Reserve Governor Miran on Oil and Fed Expectations
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Will a Democrat-Led Congress Slow Data Center Buildout?

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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 Files for IPO in Global Race to Raise Cash for AI

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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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The Little-Known Trading Firm That Beat Wall Street’s Biggest Giants

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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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Nasdaq Suffers Worst Rout Since March 2020

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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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Healey’s Low-Key Budget Raises Bank Tax, Defense Spending

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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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