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Bloomberg Surveillance 9/10/2026

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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 than “Bloomberg Surveillance.”

Chapters:
00:00 Global Rate Hikes, Iran Nuclear Risk and Apple
04:36 5% Treasury Yields Could Start to Bite Stocks — Omar Aguilar, Schwab Asset Management
18:50 Midterms Will Be a Referendum on Trump — Marc Short, Former Chief of Staff to VP Mike Pence
30:35 Mexico Hopes for US Tariff Deal by Year End — Roberto Lazzeri, Mexican Ambassador to the United States
38:55 US Can Withstand Two Rate Hikes — Kurt Reiman, UBS Global Wealth Management
54:06 This Is a Stock Picker’s Market — Venu Krishna, Barclays
1:04:51 AI Backlash Is a Bigger Market Risk Than Deficits — Libby Cantrill, PIMCO
1:17:50 Iran Nuclear Inspections Unlikely to Resume Soon — Rafael Grossi, IAEA
1:29:00 Foldable iPhone Could Reach 10% of iPhone Sales — Gene Munster, Deepwater Asset Management
1:40:21 Rate Hikes Could Do More Harm Than Good — Liz Thomas, SoFi
1:49:32 ECB Hikes Rates as Inflation Outlook Worsens — ECB Decision
1:55:39 ECB May Be Done Hiking Rates — Pooja Kumra, TD Securities
2:01:04 Energy Inflation Is Getting Harder for Fed to Ignore — Michael McKee
2:05:52 Rate Hikes Risk Crushing an Already-Strained Consumer — Mike Reid, RBC Capital Markets
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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.

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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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More on Bloomberg Television and 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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Ukraine Peace Push Returns to Abu Dhabi

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US, Ukrainian and Russian delegations are scheduled to meet in Abu Dhabi on November 10th and 11th, with Steve Witkoff and Jared Kushner expected to represent the US. Joining Bloomberg This Weekend former Deputy Secretary of State Stephen Biegun discusses how a Democratic-controlled Congress could bring greater scrutiny to President Donald Trump’s foreign policy as the US renews efforts to negotiate an end to Russia’s war in Ukraine.
——–
More on Bloomberg Television and Markets

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How Will the Midterm Results Impact Stocks?

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Global stock markets erased a selloff sparked by a Democratic sweep of the US Congress, as uncertainty surrounding the midterms faded. What are analysts watching now? Bloomberg’s Charlie Wells explains.
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More on Bloomberg Television and Markets

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