- Cam Dawson, CIO at NewEdge Wealth
- Claudio Irigoyen, Head: Global Economics Research at Bank of America Securities
- Libby Cantrill, Head of US Public Policy at PIMCO
- Sonal Desai, CIO: Fixed Income at Franklin Templeton
Cam Dawson, CIO at NewEdge Wealth, discusses the outlook for equities and whether rotation will continue out of US stocks. Bank of America's Claudio Irigoyen discusses how tariffs will impact the US and global economies. Libby Cantrill of PIMCO talks about whether traders could or should expect more policy clarity in the coming weeks leading up to April 2. Sonal Desai, CIO: Fixed Income at Franklin Templeton, on the signals about the US economy coming from the bond market.

Bloomberg Surveillance TV: September 14th, 2026
23:42

The Shifting AI and Energy Trades
25:34

Bloomberg Surveillance TV: September 11th, 2026
23:34