Bond Bulls Emerge as Risk-Off Sentiment Builds
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 17 February 2026
⏱️ 32 minutes
🧾️ Download transcript
Summary
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 SweeneyTuesday, February 17th, 2026
Featuring:
1) Dan Skelly, Head of Market Research & Strategy at Morgan Stanley Wealth Management, talks AI capex expansion and valuation pressures.
2) Holger Schmieding, Chief Economist at Berenberg, discusses the geopolitical risks lingering over global markets.
3) Libby Cantrill, Managing Director & Head of Public Policy at PIMCO, examines growing congressional pushback to the Trump Administration's policy agenda.
4) Alexis Christoforous joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on Goldman Sachs planning to remove DEI criteria for board members, and a New York Post story on Costco launching new mobile ordering options.
See omnystudio.com/listener for privacy information.
Transcript
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| 0:00.0 | This is Scarlett Foo. |
| 0:02.0 | And I'm Paul Sweeney, inviting you to join us for the Bloomberg Intelligence Podcast. |
| 0:05.9 | Every day we harness the power of Bloomberg Intelligence to bring you deep dives into the companies that are moving markets, |
| 0:11.1 | from publicly traded companies like Apple, to those that are privately owned but known by everyone on Earth like Open AI. |
| 0:17.5 | Now, I help to build Bloomberg Intelligence to what it is today, Scarlett, and now |
| 0:20.9 | our analysts are the best in the world, covering more than 2,000 global companies. |
| 0:25.2 | That is your legacy, Paul, and we speak to those in-house experts every day. They are Bloomberg's |
| 0:29.6 | go-to authorities on sectors, companies, and legal processes. And we do it all live each weekday, |
| 0:35.6 | then bring you the best conversations in our daily podcast. |
| 0:38.2 | So be sure to search for Bloomberg Intelligence on YouTube, Apple, Spotify, or anywhere else you listen. |
| 0:43.3 | Listen in the afternoons on your way home from work to catch up on the market news you miss during the business day. |
| 0:48.0 | That is the Bloomberg Intelligence podcast. I'm Scarlett Foo. |
| 0:51.0 | And I'm Paul Sweeney. Subscribe today wherever you get your podcast. |
| 1:00.5 | Bloomberg Audio Studios. |
| 1:03.3 | Podcasts Radio News. |
| 1:10.9 | This is the Bloomberg Surveillance Podcast. |
| 1:18.1 | Catch us live weekdays at 7 a.m. Eastern on Apple CarPlay or Android Auto with the Bloomberg business app. |
| 1:23.1 | Listen on demand wherever you get your podcasts or watch us live on YouTube. |
| 1:27.5 | On Q here, Ian Lingen publishes, BMO Capital Markets. We're double-barreled. |
| 1:31.2 | We had Ian Lingen publishing, and Dan Scully just darken the door. |
| 1:32.7 | It doesn't get better than this. |
| 1:35.4 | Let me quote exactly for Global Wall Street, Mr. Lingen. |
... |
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