Bloomberg Surveillance 9/14/2026
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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 AI Slowdown, Oil Shock and Fed Rate Hike 03:44 AI Froth Adds to Earnings Risks — Lori Calvasina, RBC 18:38 Iran Is Exploiting the Houthi ‘Wildcard’ — Col. Wayne Sanders (Ret.) 32:09 US Lead Over China Is Too Small to Slow AI — Greg Allen, Decision Tree Research 43:42 AI CapEx Slowdown Could Push US Into Recession — Jonathan Pingle, UBS Investment Bank 53:12 It's Time to Tread Water in Stocks — Chris Harvey, CIBC 1:04:56 AI Companies Can Slow Down Without Washington — Jennifer Huddleston, Cato Institute 1:19:50 Lower-Income Wage Growth Is Outpacing the Wealthy — David Tinsley, Bank of America Institute 1:28:19 Bonds Are Making It Clear the Fed Needs to Hike — Matt Hornbach, Morgan Stanley 1:40:44 AI Is an Economic Story, No
Tags: Annmarie Hordern, Bloomberg Surveillance, Cato Institute Inc, Chris Wright, Christopher Harvey, Cleo Capital LLC, David Stubbs, David Tinsley, Decision Tree Research LLC, Gregory Allen, Jennifer Huddleston, Jonathan Ferro, Lisa Abramowicz, Lori Calvasina, Matthew Hornbach, Morgan Stanley, RBC Capital Markets LLC, Richard Bernstein, Sarah Kunst, Surveillance
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