The Shifting AI and Energy Trades

The latest in finance, economics and investment.

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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.

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