Rate and Market Uncertainty

Bloomberg Surveillance

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 9th, 2026

Featuring:

1) Seema Shah, Chief Global Strategist at Principal Asset Management, talks about S&P headwinds and her 2H market call.

2) Jay Hatfield, CEO at Infrastructure Capital Management, joins to discuss his views of this week's inflation data and whether the Fed might make a mistake in raising rates.

3) Omar Aguilar, CEO and CIO of Schwab Asset Management, talks his macro, equity, and fixed income outlooks.

4) Bill Cohan, Author of the new book Money to Burn: The Unvarnished Truth About Leon Black, Apollo, and the Rise of a New Wall Street.

See omnystudio.com/listener for privacy information.

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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 9th, 2026

Featuring:

1) Seema Shah, Chief Global Strategist at Principal Asset Management, talks about S&P headwinds and her 2H market call.

2) Jay Hatfield, CEO at Infrastructure Capital Management, joins to discuss his views of this week's inflation data and whether the Fed might make a mistake in raising rates.

3) Omar Aguilar, CEO and CIO of Schwab Asset Management, talks his macro, equity, and fixed income outlooks.

4) Bill Cohan, Author of the new book Money to Burn: The Unvarnished Truth About Leon Black, Apollo, and the Rise of a New Wall Street.

See omnystudio.com/listener for privacy information.

2026-09-09 38 min Transcript
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