Equity Push amid Bond Warnings
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 27 May 2026
⏱️ 30 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 22, 2026
Featuring:
1) Jim Caron, CIO: Cross Asset Solutions at Morgan Stanley Investment Management, joins to talk about his constructive view on risk assets and whether the bond market will turn around.
2) Win Thin, Chief Economist at Bank of Nassau, talks about potential pockets of demand destruction across the US and global economies.
3) Arkady Gevorkyan, VP: Research at Citi, joins to discuss his non-consensus bullish view on sugar and discusses the broader commodity outlook.
4) Carole Streicher, Deal Advisory & Strategy Service Group Leader for KPMG, joins in studio to discuss the firm's findings on how AI is impacting tax and PE firms.
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. |
| 0:25.7 | The Bloomberg Sustainable Business Summit returns to Singapore on July 22nd. |
| 0:30.9 | Our fifth annual Asia-Pacific Summit will explore how business and finance leaders are shaping the next phase of globalization by strengthening |
| 0:38.5 | resilience, advancing climate adaptation and driving a multi-speed energy transition across Asia's |
| 0:44.8 | diverse markets. Join us for solutions-driven discussions, interactive workshops and networking |
| 0:50.5 | opportunities. Learn more at Bloomberg..com slash SBS-S |
| 0:54.7 | dash Singapore. |
| 0:58.1 | Bloomberg Audio Studios, Podcasts Radio News. |
| 1:08.0 | This is the Bloomberg Surveillance Podcast. |
| 1:17.9 | Catch us live weekdays at 7 a.m. Eastern on Apple CarPlay or Android Auto with the Bloomberg business app. |
| 1:22.9 | Listen on demand wherever you get your podcasts or watch us live on YouTube. |
| 1:24.6 | It's time to frame things up. |
| 1:26.7 | We do that from the physicist from Morgan Stanley. |
| 1:27.5 | James Karen joins us this morning on price down, yield up. Jim Karen, CIO cross-asset solutions, |
| 1:34.7 | Morgan Stanley. Is the bond move over, Jim? Do you acquire bonds, notes, and bills today looking |
| 1:42.3 | for a lower yield, a higher price? |
| 1:46.0 | Good morning, Tom. I think currently right now in the markets, I think bond yields have |
| 1:52.1 | entered into a zone where they're probably going to, it's probably going to be relatively |
... |
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