Bloomberg Surveillance 9/14/2026

Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day than "Bloomberg Surveillance." Chapters: 00:00 AI Slowdown, Oil Shock and Fed Rate Hike 03:44 AI Froth Adds to Earnings Risks — Lori Calvasina, RBC 18:38 Iran Is Exploiting the Houthi ‘Wildcard’ — Col. Wayne Sanders (Ret.) 32:09 US Lead Over China Is Too Small to Slow AI — Greg Allen, Decision Tree Research 43:42 AI CapEx Slowdown Could Push US Into Recession — Jonathan Pingle, UBS Investment Bank 53:12 It's Time to Tread Water in Stocks — Chris Harvey, CIBC 1:04:56 AI Companies Can Slow Down Without Washington — Jennifer Huddleston, Cato Institute 1:19:50 Lower-Income Wage Growth Is Outpacing the Wealthy — David Tinsley, Bank of America Institute 1:28:19 Bonds Are Making It Clear the Fed Needs to Hike — Matt Hornbach, Morgan Stanley 1:40:44 AI Is an Economic Story, Not an Investment Story — Richard Bernstein, Janus Henderson 1:50:17 Hormuz Oil Flows Will Rise Regardless of Iran — Chris Wright, US Energy Secretary 2:08:38 Cheap Chinese AI Threatens the Growth Story — Sarah Kunst, Cleo Capital 2:19:22 5.5% Treasury Yields Could Challenge the Bull Market — David Stubbs, AlphaCore Wealth Advisory -------- Watch it live every week day from 6-9 ET on Bloomberg Television, YouTube, Roku, Apple TV, Samsung TV, Android TV, Rakuten TV. Watch more here: https://www.bloomberg.com/btv/series/bloomberg-surveillance Subscribe and turn on notifications so you don't miss any new Bloomberg Television videos: https://tinyurl.com/ysu5b8a9 Follow Bloomberg for business news & analysis, up-to-the-minute market data, features, profiles and more: http://www.bloomberg.com Follow Surveillance on X at: https://twitter.com/bsurveillance Follow the hosts: Jonathan Ferro: https://twitter.com/FerroTV Lisa Abramowicz: https://twitter.com/lisaabramowicz1 Annmarie Hordern: https://twitter.com/annmarie Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/