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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Wednesday, September 16th, 2026

Featuring:

1) Steven Major, Global Macro Advisor at Tradition, talks about the case for a bond rally and falling yields.

2) Alicia Levine, CIO at BNY, on a constructive equity market approach and how higher yields bleed into equities.

3) Jay Goldberg, Senior Analyst at Seaport Group, joins to discuss AI anxiety and his continue "sell" recommendation on Nvidia.

4) David Rosenberg, founder at Rosenberg Research, joins to talk about his Fed outlook and US consumer economic anxieties.