The Shifting AI and Energy Trades | Bloomberg Surveillance
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The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Monday, September 14th, 2026 Featuring: 1) Dan Ives, Partner at Yorkville & Ives, joins to discuss the AI trade after warnings of a potential slowdown in development. 2) Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, talks her equity call and potential headwinds amid rising energy prices. 3) David Tinsley, Senior Economist for Bank of America, on recent findings on the "sizzling" consumer. 4) Naomi Fink, Chief Global Strategist and Chief Economist at Amova Asset Management, talks the yen, BOJ raising rates, and how Scott Bessent and the Fed affect the carry trade. See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information. Tom Keene, Paul Sweeney, Lisa Mateo and Michael Barr have the economy and the markets "under surveillance" as they cover the latest in finance,
Tags: Business, Business News, Daily News, Investing, Jon Ferro, Lisa Abramowicz, News, Paul Sweeney, Tom Keene, bloomberg, bloomberg podcast, bloomberg radio, bloomberg surveillance, finance, markets, news, podcast, surveillance
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