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 &amp; Paul SweeneyTuesday, May 26, 2026 Featuring: 1) Amanda Lynam, Chief Credit Strategist at Goldman Sachs 2) Dhaval Joshi, Chief Strategist - Counterpoint at BCA Research 3) Sheila Kahyaoglu, Managing Director: Equity Research at Jeffries 4) Admr. James Starvridis, former NATO Supreme Allied Commander Europe and former Navy Admiral See omnystudio.com/listener for privacy information.

Stocks Rise as Iran Peace Hopes Hold

Bloomberg Surveillance

Bloomberg Audio Studios Podcasts Radio News. This is the Bloomberg Surveillance Podcast. Catch us live weekdays at 7 a.m. Eastern on Apple CarPlay or Android Auto with the Bloomberg Business app. Listen on demand wherever you get your podcasts or watch us live on YouTube. If I'm Goldman Sachs, I want her to come home.

Amanda Linham, you've been in before, but this is the first time you and I have seen each other since this new online. What's it like to walk into Shea Sachs? I mean, what is it like to walk in? I mean, you worked there before and you did other things. But what was it like to come home? It's wonderful to be back. And it's very special because I came back to lead my old team. So my beloved former boss left and I came back to take his seat. So it's it's been really wonderful.

And I had a great experience with BlackRock, as you know, but it's very nice to be home at Goldman. What is the singular distinction? Like if you're in front of the newly minted Goldman interns beginning of summer, what's your what's your single distinction on yield at this moment? Well, I think for fixed income investors, there's this ongoing tension between the tight level of spreads, but the attractive level of all in yields.

And so the relative value conversations that we're having with clients really are different depending on the focus for which they're approaching the fixed income market. I think on net, this actually just means that this tight level of spreads can probably persist for a bit longer because the wave of demand specifically from pensions and insurance companies is really robust.

Stocks Rise as Iran Peace Hopes Hold

Read the full transcript

The candid version is on a podcast,
not the earnings call.

Stocks Rise as Iran Peace Hopes Hold

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.