Bloomberg Surveillance

The latest in finance, economics and investment.
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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyThursday, May 21, 2026
Featuring:

1) Frank Lee, Global Head of Tech Hardware and Semiconductor Research at HSBC, joins to break down the Nvidia blowout and why there's some investor skepticism, as well as how the report is playing out amid two major tech IPOs.
2) Vishal Khanduja, Head of Broad Markets Fixed Income at Morgan Stanley Investment Management, discusses the ripple effects of recent bond market moves and whether MSIM is starting to price in rate hikes.
3) Lakshman Achuthan, COO and co-founder at ECRI, discusses why he felt inflation cycle was beginning an upward trend pre-Iran war and why he anticipates it will continue.
4) Ivan Feinseth, CIO at Tigress Financial, breaks down Nvidia earnings, how SpaceX/OpenAI IPOs can drive S&P and tech, and why he has one of the highest S&P targets on Wall Street.
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Nvidia, the world’s most valuable company, delivered a sales forecast that drew a lukewarm reaction from investors, even as revenue from data center operators continued to surge.Sales in the three months ending in July will be about $91 billion, the company said in a statement late Wednesday.
Though analysts estimated $87 billion on average, projections ranged as high as $96 billion, according to data compiled by Bloomberg.
For instant reaction and analysis, Bloomberg Businessweek Daily hosts Tim Stenovec and Emily Graffeo speak with:
Ed Ludlow, Bloomberg Tech co-host
Paul Meeks, Head of Technology Research at Freedom Capital Markets
Jay Goldberg, Seaport Research Partners
Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst
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Featuring:
Mark Lehmann, Vice Chair of Citizens Commercial Bank
Katherine Thompson, Senior Fellow: Defense & Foreign Policy at the Cato Institute
Innes McFee, CEO of Oxford Economics Limited
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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Paul Sankey & James Egelhof.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyThursday, May 21, 2026
Featuring:

1) Steve Englander, Global Head of G10 FX Research and of North America Strategy for Standard Chartered Bank, brings us into the market open and discusses capping rates and bond market activity as Kevin Warsh begins his term as Fed Chair.
2) Paul Sankey, founder at Sankey Research, joins for a discussion on the outlook for oil and energy prices.
3) Andreas Utermann, Chairman of Board of Directors at Vontobel, discusses investment opportunities amid the current geopolitical backdrop.
4) Jay Goldberg, Senior Analyst: Semis & Electronics at Seaport Research Partners, previews Nvidia earnings and why he has a "sell" on the stock.
See omnystudio.com/listener for privacy information.