Bloomberg Surveillance 8/31/2026

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 Warsh Rate Bets, $90 Oil and Nvidia's AI Boom 04:04 Consumer Slowdown Could Surprise the Stock Market — Bob Elliott, Unlimited Funds 17:49 US Has Few Options on Iran Without Confronting China — Jon Lieber, Eurasia Group 31:26 US Slowdown Risk Isn't Priced Into Markets — Erik Nelson, Wells Fargo 39:36 Markets Are Overreading Warsh's Hawkish Signal — Andrew Hollenhorst, Citi 52:26 Nvidia Says the AI Spending Slowdown Isn't Coming Yet — Sarah Hunt, Alpine Saxon Woods 1:07:14 Data Center Boom Is Making Energy Investable Again — Sarah Hunt, Alpine Saxon Woods 1:17:25 Venezuela Deal a Bit of a Sideshow for Oil — Paul Sankey, Sankey Research 1:28:13 Fed Has a ‘Kill Switch,’ Not an Inflation Dial — Blake Gwinn, RBC Capital Markets 1:40:34 A Third of S&P Earnings Growth Comes From Two Stocks — Liz Ann Sonders, Charles Schwab 1:54:30 Higher Rates Won't Fix Today's Inflation Problem — Gregory Daco, EY-Parthenon 2:01:52 Nvidia Investing $3.5 Billion in Chipmaker MediaTek — Ed Ludlow 2:04:23 AI Infrastructure Spending Can Run Through 2030 — CJ Muse, Cantor Fitzgerald 2:18:13 Bonds Can Diversify Again — If Investors Think in Years — Matt Diczok, Merrill and BofA Private Bank -------- 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/... Subscribe and turn on notifications so you don't miss any new Bloomberg Television videos: https://tinyurl.com/ysu5b8a9 Follow Bloomberg for business news & analysis, up-to-the-minute market data, features, profiles and more: http://www.bloomberg.com Follow Surveillance on X at:   / bsurveillance   Follow the hosts: Jonathan Ferro:   / ferrotv   Lisa Abramowicz:   / lisaabramowicz1   Annmarie Hordern:   / annmarie   Connect with Bloomberg Television on: X:   / bloombergtv   Facebook:   / bloombergtelevision   Instagram:   / bloombergtv   Connect with Bloomberg Business on: X:   / business   Facebook:   / bloombergbusiness   Instagram:   / bloombergbusiness   TikTok: https://www.tiktok.com/@bloombergbusi... Reddit:   / bloomberg   LinkedIn:   / bloomberg-news