Bond Bulls Emerge as Risk-Off Sentiment Builds

Bloomberg Surveillance

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 SweeneyTuesday, February 17th, 2026
Featuring:

1) Dan Skelly, Head of Market Research & Strategy at Morgan Stanley Wealth Management, talks AI capex expansion and valuation pressures.
2) Holger Schmieding, Chief Economist at Berenberg, discusses the geopolitical risks lingering over global markets.
3) Libby Cantrill, Managing Director & Head of Public Policy at PIMCO, examines growing congressional pushback to the Trump Administration's policy agenda.
4) Alexis Christoforous joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on Goldman Sachs planning to remove DEI criteria for board members, and a New York Post story on Costco launching new mobile ordering options.

See omnystudio.com/listener for privacy information.

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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 SweeneyTuesday, February 17th, 2026
Featuring:

1) Dan Skelly, Head of Market Research & Strategy at Morgan Stanley Wealth Management, talks AI capex expansion and valuation pressures.
2) Holger Schmieding, Chief Economist at Berenberg, discusses the geopolitical risks lingering over global markets.
3) Libby Cantrill, Managing Director & Head of Public Policy at PIMCO, examines growing congressional pushback to the Trump Administration's policy agenda.
4) Alexis Christoforous joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on Goldman Sachs planning to remove DEI criteria for board members, and a New York Post story on Costco launching new mobile ordering options.

See omnystudio.com/listener for privacy information.

2026-02-17 28 min Transcript
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