Stocks, Bonds Decline as Brent Hits $110 | Bloomberg Brief 5/18/2026

Watch on YouTube ↗  |  May 18, 2026 at 11:18  |  41:41  |  Bloomberg Markets
Speakers
Sharon Bell — Goldman Sachs
Vonnie Quinn — Anchor, Bloomberg
Jude Blanchette — Director, RAND China Research Center

Summary

Stocks and bonds fall as Brent crude hits $110 amid the Iran stalemate. The White House announces a $17 billion agricultural goods deal with China following the Trump-Xi summit. Sharon Bell of Goldman Sachs discusses European equity sectors to watch, favoring banks, tech, renewables, and defense. Jude Blanchette of RAND analyzes the summit outcomes, noting China's continued leverage on rare earths and its stimulus-shy stance.

  • Oil prices rise for a third day, with Brent above $110, as Iran tensions persist.
  • Global bond yields surge on inflation and Fed rate hike expectations.
  • S&P 500 futures decline after seven straight weekly gains.
  • China agrees to buy $17 billion in U.S. agricultural products through 2028.
  • Sharon Bell highlights European banks, tech, renewables, and defense as attractive sectors.
  • Jude Blanchette says Beijing is unlikely to deliver aggressive stimulus despite weak economic data.
  • Nvidia earnings are the key event later in the week.
Trade Ideas
Sharon Bell Goldman Sachs 17:47
European banks benefit from higher rates.
European banks are attractive because they benefit from higher interest rates and a steeper yield curve, and as long as there is no recession, they will perform well.
EUFN MED
Sharon Bell Goldman Sachs 17:59
European tech stocks cheap with growth.
European tech stocks are relatively cheaper than their U.S. peers and still have significant growth potential, making them a good opportunity.
IEUS LOW
Sharon Bell Goldman Sachs 18:02
European renewables needed for energy.
European renewables companies are a good place to invest given the ongoing need for energy and the push for energy transition.
EU LOW
Sharon Bell Goldman Sachs 18:07
European defense benefits from spending.
European aerospace and defense companies should benefit from increased defense spending across Europe, which is a structural tailwind.
European Aerospace & Defense MED
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This Bloomberg Markets video, published May 18, 2026, features Sharon Bell discussing EUFN, IEUS, EU, European Aerospace & Defense. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Sharon Bell  · Tickers: EUFN, IEUS, EU, European Aerospace & Defense