Bloomberg Surveillance

Equities, Bonds, and AI

October 7, 2026·33 min
Episode Description from the Publisher

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 SweeneyWednesday, October 7th, 2026 Featuring: 1) Alicia Levine, CIO at BNY Wealth, on her S&P call and market outlook for 2H 2026. 2) Chuck Clough, Chairman at Clough Capital, talks about what he's seeing in current markets and whether we're facing an AI bubble. 3) Fatima Boolani, Co-Head of Software Equity Research at Citi, discusses software stocks and whether they face an existential AI threat. 4) Kyra Fecteau, Fixed Income Portfolio Manager at Wellington Management, brings us into the market open and talks about whether the bond selloff will bleed into equities.See omnystudio.com/listener for privacy information.

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