Rotation Trade & Fed Expectations

Rotation Trade & Fed Expectations

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Friday, January 23rd, 2026

Featuring:
1) Joe Quinlan, Head of CIO Market Strategy at Merrill and Bank of America Private Bank, talks equity market strength and sector rotation.

2) Kay Herr, CIO: US GFICC at JPMorgan Asset Management, discusses bond market resilience and her expectations for next week's FOMC meeting.

3) Monica Guerra, Executive Director and Head of US Policy at Morgan Stanley Wealth Management, examines how President Trump’s second term policies are reshaping both the economic and investing landscape.

4) Alexis Christoforous joins with the latest headlines in newspapers across the US, including a New York Post expose on price gouging ahead of this weekend's winter storm, and a Business Insider story on Bojangles wanting New Yorkers to ditch their bagels for biscuits.

See omnystudio.com/listener for privacy information.

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Episoder(4695)

Bloomberg Surveillance TV: September 14th, 2026

Bloomberg Surveillance TV: September 14th, 2026

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The Shifting AI and Energy Trades

The Shifting AI and Energy Trades

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 SweeneyMonday, September 14th, 2...

14 Sep 25min

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Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. Today's guests: Centerview Partners Senior Counselor, Council on Foreign Relations President Em...

12 Sep 35min

Bloomberg Surveillance TV: September 11th, 2026

Bloomberg Surveillance TV: September 11th, 2026

Featuring: David Kelly, Chief Global Strategist at JPMorgan Asset Management Tiffany Wilding, Economist at PIMCO Monica Guerra, Head of US Policy at Morgan Stanley Wealth Management See omnystudio.c...

11 Sep 23min

CPI and National Security since 9/11

CPI and National Security since 9/11

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, September 11th, 2...

11 Sep 30min

Bloomberg Surveillance TV: September 10th, 2026

Bloomberg Surveillance TV: September 10th, 2026

Featuring: Mike Reid, Senior US Economist at RBC Capital Markets Libby Cantrill, Managing Director & Head of Public Policy at PIMCO Gene Munster, Managing Partner at Deepwater Asset Management See ...

10 Sep 19min

PPI and Market and Geopolitical Risks

PPI and Market and Geopolitical Risks

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 SweeneyThursday, September 10th,...

10 Sep 35min

Bloomberg Surveillance TV: September 9th, 2026

Bloomberg Surveillance TV: September 9th, 2026

Featuring: Mike Wilson, Chief US Equity Strategist & Chief Investment Officer at Morgan Stanley Bruce Van Saun, CEO of Citizens Financial Group Mike Feroli, Chief US Economist at JPMorgan See omny...

9 Sep 19min

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