Inflation Data amid Equity Push Higher
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 28 May 2026
⏱️ 38 minutes
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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 28, 2026
Featuring:
1) Andrew Szczurowski, Senior Fixed Income Portfolio Manager at Morgan Stanley Investment Management, Ira Jersey, Chief US Interest Rate Strategist with Bloomberg Intelligence, and Matt Wittmer, Portfolio Manager at Allspring Global Investments, react to PCE.
2) Nelson Yu, Head of Equities at AllianceBernstein, discusses the equity bull run and where he's seeing investment opportunity.
3) Emily Roland, Co-Chief Investment Strategist at Manulife/John Hancock Investment Management, talks about what's driving earnings growth as the economy shows signs of slowing.
4) Chad Brown, Senior Fellow at the Peterson Institute, talks about his research with Adam Posen at the Petersen Institute and his new book "How to Win a Trade War."
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. We start strong here with special coverage. |
| 1:25.8 | Andrew Sizarowski joins us with Morgan Stanley. |
| 1:28.7 | I mean, you got a nominal GDP, Andrew, but you got a new mix of lower GDP and persistent |
| 1:36.5 | inflation. |
| 1:37.9 | How does that change the application of new money into the bond market? |
| 1:42.2 | Look, I think that when you look at what the bond market's pricing in for Fed and central bank |
| 1:48.7 | policy, you see the bond market's actually doing some of the work for the Fed. |
| 1:52.6 | They're tightening financial conditions a little bit. |
... |
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