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 5% Treasury Yields, Oil Crisis and Fed Rate Hike
04:40 Energy Stocks Are a Better Hedge Than Bonds — Russ Koesterich, BlackRock
17:36 Oil Crisis May End in Military Action or Recession — Stephen Schork, The Schork Group
32:39 AI Regulation Could Box Out Open Source — Ted Mortonson, Baird
42:55 More Fed Hikes Put the Consumer at Risk — Sophia Kearney-Lederman, FHN Financial
52:23 5% Treasury Yields Are a Buying Opportunity — Victoria Fernandez, Crossmark Global Investments
1:05:41 AI CEOs, Not Machines, Should Be Held Responsible — Rumman Chowdhury, Humane Intelligence
1:16:44 AI Spending Is Acting Like Massive Fiscal Stimulus — Harvey Schwartz, Carlyle
1:30:11 Fed May Need Three to Six Rate Hikes — Guneet Dhingra, BNP Paribas
1:42:44 A Fed Hold Would Be Worse for Stocks — Darrell Cronk, Wells Fargo
1:54:38 AI Self-Regulation Doesn’t Work — Max Tegmark, Future of Life Institute
2:07:59 Fed Has Painted Itself Into a Corner — Alex Grassino, Manulife Investment Management
2:17:43 Earnings Momentum Matters More Than Higher Rates — Chris Hyzy, Merrill and Bank of America Private Bank
——–
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Meta CEO Mark Zuckerberg said artificial intelligence labs should rely on independent evaluators and advisers to ensure that models are safe, while Nvidia CEO Jensen Huang dismissed the need for new AI security regulations, arguing that market forces will help companies safely innovate. Though leaders from Anthropic and other major labs have discussed an orchestrated slowdown of tech development, others have called for alternative approaches. 

Stocks and bonds are finding relief after days of selling as traders wait for the Federal Reserve’s latest interest-rate decision and updated projections before placing bets on where markets will head next.

European Commission President Ursula von der Leyen proposed Canada becoming the first associate member of the European Union. She offered the invitation during her state of the union address in Strasbourg, France, with Canadian Prime Minister Mark Carney in attendance. 

Today’s guests: Iain Stealey, JPMorgan Asset Management International CIO for Global Fixed Income; Livia Gallarati, Energy Aspects Global Head of Gas; Cristina Scocchia, illycaffè CEO

—
“The Pulse With Francine Lacqua” is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops.

Chapters:
00:00:00 – The Pulse with Francine Lacqua
00:00:27 – EU proposes Canada to be first associate EU member
00:03:57 – Iain Stealey, JPMorgan Asset Management International CIO for Global Fixed Income
00:14:30 – Saudi Aramco delays some oil deliveries to Europe
00:17:18 – Livia Gallarati, Energy Aspects Global Head of Gas
00:23:29 – Wednesday headlines
00:24:28 – Cristina Scocchia, illycaffè CEO
00:31:32 – Tech executives split on AI safety response
00:38:57 – Bessent: Had good private discussions with China
00:42:20 – UK inflation rises to five-month high
00:44:56 – The Big Take: Iran Blockade’s Rising Price Tag Drains US Global Military Power
——–
More on Bloomberg Television and Markets

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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.”

Chapter:
00:00 Fed Decision, Strong Consumer and 5% Treasury Yields
06:30 The Fed Can’t Print Oil — George Goncalves, MUFG
18:43 $5,000 Checks Face a Congressional Roadblock — Brian Gardner, Stifel
30:38 Markets Underestimate Fed Easing in 2027 — Arend Kapteyn, UBS
41:08 Fed Hike May Trigger a Bull Steepening — Steven Major, Tradition Dubai
52:43 BNY Holds 8,000 S&P Target Despite Rate Hikes — Alicia Levine, BNY Wealth
1:06:02 Pouring More Money Into Today’s AI Is a Mistake — Stuart Russell, UC Berkeley
1:18:25 AI Buildout Needs Every Source of Capital — Jim Zelter, Apollo Global Management
1:30:58 Higher Interest Rates Are Here for a While — Jim Zelter, Apollo Global Management
1:41:54 The AI Train Has Already Left the Station — Gina Martin Adams, HB Wealth Management
1:52:57 Mortgage Buydowns Can Leave Buyers Underwater — Stephen Kim, Evercore ISI
2:01:02 Strong Retail Sales Give Fed More Room to Hike — Michael McKee
2:06:24 Fed May Need to Engineer Demand Destruction — Thomas Hoenig, Former Kansas City Fed President
2:19:43 Fed Could Hike Three Times Before Spring — Gennadiy Goldberg, TD Securities
——–
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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Europe’s oil refiners are paying high premiums for cargoes as the shutdown of Saudi Arabia’s East-West pipeline forces the region’s buyers to scramble for alternatives with fuel prices soaring.  We take a deep dive with Rob Barnett, Senior Energy Analyst for Bloomberg Intelligence. Eric Martin, Bloomberg News State Department Reporter, joins to discuss his Big Take reporting on how Secretary of State Marco Rubio has adapted his foreign policy approach under President Donald Trump. Plus, debate is heating up amongst NFL players and owners – grass versus turf. Nick Pappas, the NFL’s Director of Field Operations, and Randall Williams, Bloomberg Business of Sports Reporter, weigh in on the state of playing surfaces.

Chapters
00:00:00 Bloomberg Businessweek Daily
00:03:05 Markets: Stocks Slip as Yields Rise
00:05:05 Oil, Gas Prices & the Midterms
00:06:20 Saudi Oil Supply & Pipeline Disruptions
00:08:01 Iran Conflict & the Global Oil Market
00:09:11 Why Diesel Prices Are So High
00:11:07 Fed Rate Hikes, Inflation & the Economy
00:13:22 Labor Market & Consumer Spending
00:15:29 Earnings, AI & Market Volatility
00:18:29 Marco Rubio’s Role in Trump’s Foreign Policy
00:21:19 How Rubio Evolved From Trump Rival to Adviser
00:23:53 Rubio, China & U.S. Foreign Policy
00:26:31 Venezuela, Energy Security & Rubio’s Influence
00:29:21 Rubio & the 2028 Presidential Conversation
00:32:21 NFL Debate: Grass vs. Artificial Turf
00:36:00 Inside the NFL’s Playing Field Operations
00:38:17 Injury Rates on Grass vs. Turf
00:40:27 How the World Cup Changed NFL Stadium Fields
00:43:24 Stock Movers: Coinbase, Netflix & Nucor
00:47:21 AI Safety Concerns & the Chip Market
——–
More on Bloomberg Television and Markets

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Nvidia CEO Jensen Huang comments on the sidelines of an event hosted by King Charles III in Scotland about concerns surrounding the mounting risks of artificial intelligence. “You have rigorous testing systems, the testing lab should be contained, and products should not be released to the public until it’s ready to be used by the public,” Huang says.
——–
More on Bloomberg Television and Markets

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