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.

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 &amp; Paul Sweeney Monday, September 14th, 2026
Featuring:
1) Dan Ives, Partner at Yorkville &amp; 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.

Listen for the latest in finance, economics and investment. 

Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern bring you interviews from Bloomberg Surveillance Television. 

Join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. 

Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. 

Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF. 

Listen for the latest in finance, economics and investment. Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern bring you interviews from Bloomberg Surveillance Television. Join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio.&nbsp; Watch Surveillance TV LIVE each mornings: <a href="http://bit.ly/3P7nstQ">http://bit.ly/3P7nstQ</a>. Watch Surveillance Radio LIVE weekday mornings: <a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a>.&nbsp;

Tom Keene and Paul Sweeney have the economy and the markets "under surveillance" as they cover the latest in finance, economics and investment.

Bloomberg Surveillance

The Shifting AI and Energy Trades

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/56cc976f-07ac-4482-a29a-b4c500e67cf1/transcript