Inflation and Geopolitics Impact Markets
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 14 May 2026
⏱️ 33 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 SweeneyThursday, May 14, 2026
Featuring:
1) Seema Shah, Chief Global Strategist at Principal Asset Management, talks about markets and a new era for the Fed.
2) Paul Quinsee, Global Head of Equities at JPMorgan Asset Management, talks about his global equity views and diversifying in the US and abroad.
3) Elizabeth Economy, Hargrove Senior Fellow at the Hoover Institution at Stanford University, on the Trump-Xi meeting.
4) Mark Howard, Senior Multi-Asset Strategist at BNP Paribas, joins for a discussion on credit markets amid hot inflation readings and geopolitical uncertainty from Trump's Xi meeting.
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. |
| 1:09.2 | 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. |
| 1:20.6 | We have great analysis now, particularly picking up the pieces of a Federal Reserve present |
| 1:25.9 | and a Federal Reserve future, joining us, Seema Shaw. |
| 1:30.2 | She's Chief of Global Strategist, Principal Asset Management. To me, Seema, the heart of the |
| 1:35.8 | debate, whatever anyone thinks, is a humility on the part of a central bank, including the Bank |
| 1:42.2 | of England, of getting out front of the debate |
| 1:45.8 | or waiting to see what the data hands you. That's called ex-post. How ex-post are central banks |
| 1:53.6 | right now? Hi, Tom. Yeah, look, it was an interesting interview, and I think that, you know, |
... |
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