Equity Push as Bond Yields Rise
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 SweeneyMonday, May 18, 2026
Featuring:
1) Monica DiCenso, Head: Global Investment Strategy at JPMorgan Private Bank, on the underappreciated upside of AI as market worries grow.
2) David Doyle, Head of Economics and Leads Americas Coverage at Macquarie, talks about rising inflation in the US and how it's being priced in to both equity and bond markets.
3) Joe LaVorgna, Chief Economist at SMBC Nikko Securities, talks about the president's economic agenda, tariffs, and how rising inflation could upend that, or if we're seeing disinflationary trends.
4) Michelle Meyer, Chief Economist and Head of Economics Institute at Mastercard, talks about the firms recent Global Travel report amid the backdrop of an increasingly uncertain economic picture.
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 SweeneyMonday, May 18, 2026
Featuring:
1) Monica DiCenso, Head: Global Investment Strategy at JPMorgan Private Bank, on the underappreciated upside of AI as market worries grow.
2) David Doyle, Head of Economics and Leads Americas Coverage at Macquarie, talks about rising inflation in the US and how it's being priced in to both equity and bond markets.
3) Joe LaVorgna, Chief Economist at SMBC Nikko Securities, talks about the president's economic agenda, tariffs, and how rising inflation could upend that, or if we're seeing disinflationary trends.
4) Michelle Meyer, Chief Economist and Head of Economics Institute at Mastercard, talks about the firms recent Global Travel report amid the backdrop of an increasingly uncertain economic picture.
See omnystudio.com/listener for privacy information.
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