Markets Absorb Earnings and Oil Shock
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 1 May 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 SweeneyFriday, May 1, 2026
Featuring:
1) Amanda Lynam, Chief Credit Strategist at Goldman Sachs, discusses AI-related debt issuance and the long term view of the bond market.
2) Ken Kim, Senior Economist at KPMG, brings us into the market open and talks rising oil prices, earnings, and US economic and consumer health.
3) Barbara Humpton, CEO at USA Rare Earth, discusses rare Earth production and mining as well as the Trump admin taking a stake in the company and what it means for their operations
4) Odeta Kushi, Deputy Chief Economist at First American, discusses affordability and housing across income levels in the US amid continued inflation and oil shocks.
See omnystudio.com/listener for privacy information.
Transcript
Click on a timestamp to play from that location
| 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. |
| 1:16.1 | Listen on demand wherever you get your podcasts or watch us live on YouTube. |
| 1:20.9 | Amanda Lyon, Chief Credit Strategist for Goldman Sachs joins us here in studio. |
| 1:24.2 | Amanda, thanks so much for joining us here. |
| 1:26.4 | What's your, how's your market, |
| 1:27.9 | how's the credit market behaving over the last six, seven, eight weeks? I would say, if I had to |
| 1:33.9 | frame the credit market, it's generally resilient, but I think with an expectation of some volatility |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Bloomberg, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Bloomberg and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.