About this episode
The episode discusses the impact of earnings and rising oil prices on the market, featuring insights from various experts.
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.
People in this episode
Hosts: Tom Keene, Paul Sweeney
Guests: Amanda Lynam, Ken Kim, Barbara Humpton, Odeta Kushi
Topics covered
- finance
- economics
- investment
- oil prices
- housing affordability
- AI-related debt
Keywords
- earnings
- oil shock
- bond market
- consumer health
- housing
- inflation
- AI debt
Mentioned in this episode
Organizations: Goldman Sachs, KPMG, USA Rare Earth, First American
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