Bloomberg Surveillance 9/14/2026

0 September 14, 2026 12:50

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, Not an Investment Story — Richard Bernstein, Janus Henderson
1:50:17 Hormuz Oil Flows Will Rise Regardless of Iran — Chris Wright, US Energy Secretary
2:08:38 Cheap Chinese AI Threatens the Growth Story — Sarah Kunst, Cleo Capital
2:19:22 5.5% Treasury Yields Could Challenge the Bull Market — David Stubbs, AlphaCore Wealth Advisory
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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.

Watch more here: https://www.bloomberg.com/btv/series/bloomberg-surveillance

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Lisa Abramowicz: https://twitter.com/lisaabramowicz1
Annmarie Hordern: https://twitter.com/annmarie

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