 Kathryn Kaminski, AlphaSimplex Chief Research Strategist, says a 6% 10-year yield is not crazy. Vincent Reinhart, Chief Economist and Macro Strategist Dreyfus and Mellon, says current yield levels are sustainable. Chuck Grom, Gordon Haskett Senior Retail Analyst, says we are seeing signs of a discretionary recession. David Rubenstein, Carlyle Group Co-Chairman and Co-Founder, says fixed income returns are better than a year ago.
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Kathryn Kaminski, AlphaSimplex Chief Research Strategist, says a 6% 10-year yield is not crazy. Vincent Reinhart, Chief Economist and Macro Strategist Dreyfus and Mellon, says current yield levels are sustainable. Chuck Grom, Gordon Haskett Senior Retail Analyst, says we are seeing signs of a discretionary recession. David Rubenstein, Carlyle Group Co-Chairman and Co-Founder, says fixed income returns are better than a year ago. Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: <a href="https://www.bloomberg.com/account/newsletters/surveillance" data-destination="rte:bind">https://www.bloomberg.com/account/newsletters/surveillance</a>

Listen for the latest in finance, economics and investment. 

Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern bring you interviews from Bloomberg Surveillance Television. 

Join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. 

Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. 

Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF. 

Listen for the latest in finance, economics and investment. Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern bring you interviews from Bloomberg Surveillance Television. Join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio.&nbsp; Watch Surveillance TV LIVE each mornings: <a href="http://bit.ly/3P7nstQ">http://bit.ly/3P7nstQ</a>. Watch Surveillance Radio LIVE weekday mornings: <a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a>.&nbsp;

Tom Keene and Paul Sweeney have the economy and the markets "under surveillance" as they cover the latest in finance, economics and investment.

Bloomberg Surveillance

Surveillance: Kaminski on a 6% 10-Year Yield

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/88ec38dc-3fd8-4793-bf18-b06600e11fc0/transcript

Featuring:
Mary Lovely, Senior Fellow at the Peterson Institute for International Economics
Alistair Pinder, Head: EM & Global Equity Strategy at HSBC Securities
Lorraine Hutchinson, Senior Retail Analyst at Bank of America Securities

Featuring:
<ul>
<li>Mary Lovely, Senior Fellow at the Peterson Institute for International Economics</li>
<li>Alistair Pinder, Head: EM &amp; Global Equity Strategy at HSBC Securities</li>
<li>Lorraine Hutchinson, Senior Retail Analyst at Bank of America Securities</li>
</ul>

Bloomberg Surveillance TV: May 15th, 2026

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/b03b7cc1-ce49-45fc-a6d4-b44b0109de00/transcript

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 15, 2026
Featuring:
1) Sebastien Page, Head of Global Multi-Asset and Chair of the Asset Allocation Steering Committee at T. Rowe Price, talks the two most important themes he's watching in markets
2) Ian Lyngen, Head of US Rates Strategy at BMO Capital Markets, talks about rising yields and why his approach to the second half of May will be constructive on duration
3) Bob Hormats, Vice Chairman at Kissinger Associates, talks about his Foreign Affairs article on the promise and peril of US-China summit and what the results will bear for the US.
4) Henrietta Treyz, co-founder at Veda Partners, joins in studio for a discussion on Congressional priorities and a look ahead to the midterms.

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a>. Bloomberg Surveillance hosted by Tom Keene &amp; Paul SweeneyFriday, May 15, 2026 Featuring: 1) Sebastien Page, Head of Global Multi-Asset and Chair of the Asset Allocation Steering Committee at T. Rowe Price, talks the two most important themes he's watching in markets 2) Ian Lyngen, Head of US Rates Strategy at BMO Capital Markets, talks about rising yields and why his approach to the second half of May will be constructive on duration 3) Bob Hormats, Vice Chairman at Kissinger Associates, talks about his Foreign Affairs article on the promise and peril of US-China summit and what the results will bear for the US. 4) Henrietta Treyz, co-founder at Veda Partners, joins in studio for a discussion on Congressional priorities and a look ahead to the midterms.

Equities, Bonds, and Geopolitics

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/05ddde5d-b21c-46f8-ab8d-b44b01075a2a/transcript

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature conversations with Bob Hormats & Ian Lyngen.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.&nbsp;
In this episode, we feature conversations with Bob Hormats &amp; Ian Lyngen.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

Single Best Idea with Tom Keene: Bob Hormats & Ian Lyngen

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/162fd839-c1e1-4521-8d31-b44b00eaa1fc/transcript

Surveillance: Kaminski on a 6% 10-Year Yield

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