Equities, Bonds, and Geopolitics
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 15 May 2026
⏱️ 36 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 SweeneyFriday, May 15, 2026
Featuring:
1) Sebastien Page, Head of Global Multi-Asset and Chair of the Asset Allocation Steering Committee at T. Rowe Price, talks the two most important themes he's watching in markets
2) Ian Lyngen, Head of US Rates Strategy at BMO Capital Markets, talks about rising yields and why his approach to the second half of May will be constructive on duration
3) Bob Hormats, Vice Chairman at Kissinger Associates, talks about his Foreign Affairs article on the promise and peril of US-China summit and what the results will bear for the US.
4) Henrietta Treyz, co-founder at Veda Partners, joins in studio for a discussion on Congressional priorities and a look ahead to the midterms.
See omnystudio.com/listener for privacy information.
Transcript
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| 0:00.0 | When the rest of the markets slow down, the futures market keeps moving. |
| 0:04.9 | Did you know that CME Group S&P 500 and NASDAQ 100 futures trade nearly 24 hours with great liquidity? |
| 0:12.0 | In the ETF markets, volume and liquidity lessens after 4pm until the next morning. |
| 0:17.1 | But with futures, you get trading opportunities both day and night. |
| 0:21.1 | Learn more at CMEgroup.com slash equity futures. |
| 0:26.8 | Some follow the noise. |
| 0:29.3 | Bloomberg follows the money. |
| 0:31.5 | Because behind every headline is a bottom line. |
| 0:35.3 | Whether it's the funds fueling AI or crypto's trillion dollar swings, |
| 0:40.0 | there's a money side to every story. And when you see the money side, you understand what others miss. |
| 0:46.9 | Get the money side of the story. Subscribe now at Bloomberg.com. |
| 0:58.1 | Bloomberg Audio Studios Podcasts Radio News. |
| 1:05.8 | This is the Bloomberg Surveillance Podcasts |
| 1:07.6 | Showlist. Catch us live |
| 1:10.0 | weekdays at 7 a.m. Eastern on Apple CarPlay or Android Auto with the Bloomberg Surveillance Podcast. Catch us live weekdays at 7 a.m. Eastern on Apple CarPlay or Android Auto with the Bloomberg |
| 1:14.8 | business app. Listen on demand wherever you get your podcasts or watch us live on YouTube. |
| 1:20.9 | Right now, Secretary Page joins us. Sebastian. That page has had a global multi-assad |
| 1:25.6 | definitive on diversification here at T. Roe Price. |
| 1:30.8 | Sebastian, after this non-breadth rally, this lack of dispersion, I think it's three stocks is the reason we're going up. |
| 1:40.2 | How do you re-diversify? How do you rebalance or do you just stay with it? |
| 1:47.8 | You know, Tom, when you're at a cocktail party and someone finds out you're in the investment business, |
| 1:53.2 | they always want advice, right? |
... |
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