The Fed, Rate Hikes, and AI
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
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.
See omnystudio.com/listener for privacy information.
More description
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
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.
See omnystudio.com/listener for privacy information.
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