Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI 
Sonal Desai, Fixed Income CIO at Franklin Templeton 
Andrew Hollenhorst, Chief US Economist at Citi Research 
Troy Gayeski, Chief Market Strategist at Future Standard 

Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, shares his market outlook for the year ahead. Sonal Desai, Fixed Income CIO at Franklin Templeton, discusses why she’s remaining constructive on US growth. Andrew Hollenhorst, Chief US Economist at Citi Research, examines the state of the labor market and what it could mean for Fed policy in 2026. Troy Gayeski, Chief Market Strategist at Future Standard, explains why middle-market private equity is the best growth opportunity outside mega-cap tech.

<ul>
<li>Julian Emanuel, Chief Equity &amp; Quantitative Strategist at Evercore ISI&nbsp;</li>
<li>Sonal Desai, Fixed Income CIO at Franklin Templeton&nbsp;</li>
<li>Andrew Hollenhorst, Chief US Economist at Citi Research&nbsp;</li>
<li>Troy Gayeski, Chief Market Strategist at Future Standard&nbsp;</li>
</ul>
Julian Emanuel, Chief Equity &amp; Quantitative Strategist at Evercore ISI, shares his market outlook for the year ahead. Sonal Desai, Fixed Income CIO at Franklin Templeton, discusses why she&rsquo;s remaining constructive on US growth. Andrew Hollenhorst, Chief US Economist at Citi Research, examines the state of the labor market and what it could mean for Fed policy in 2026. Troy Gayeski, Chief Market Strategist at Future Standard, explains why middle-market private equity is the best growth opportunity outside mega-cap tech.

The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And 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. 

The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: <a href="http://bit.ly/3P7nstQ" data-destination="rte:bind">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>.

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

Bloomberg Surveillance TV: January 6th, 2026

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e8963cdf-2ac5-4695-8d6a-b3ca01104ccc/transcript

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

In this episode, we feature conversations with Fordham Global Foresight’s Tina Fordham & Ruchir Sharma of Rockefeller International & Breakout Capital Partners. 

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 Fordham Global Foresight&rsquo;s Tina Fordham &amp; Ruchir Sharma of Rockefeller International &amp; Breakout Capital Partners.&nbsp;
Watch Tom and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>

Single Best Idea with Tom Keene: Tina Fordham & Ruchir Sharma

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/88695b85-7b1c-4b7a-af73-b3cb010d34df/transcript

Featuring:
David Bailin, CIO Group CEO
John Bilton, JP Morgan Global Head of Multi-Asset Solutions
Jonathan Tamari, Bloomberg Government Congress Reporter
Henrietta Treyz, Veda Partners Economic Policy Research Director

Featuring:
<ul>
<li>David Bailin, CIO Group CEO</li>
<li>John Bilton, JP Morgan Global Head of Multi-Asset Solutions</li>
<li>Jonathan Tamari, Bloomberg Government Congress Reporter</li>
<li>Henrietta Treyz, Veda Partners Economic Policy Research Director</li>
</ul>

Bloomberg Surveillance TV: January 7th, 2026

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/463ea504-5bac-4915-a162-b3cb00f91fe9/transcript

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Wednesday, January 7th, 2026

Featuring:
1) Ruchir Sharma, Chairman at Rockefeller International & Founder and CIO at Breakout Capital Partners, explains why 2026 marks a turning point for global markets.2) John Bilton, Head of Global Multi-Asset Strategy at JPMorgan Asset Management, discusses why disinflation and a softer dollar set up a pro-risk backdrop for markets.3) Cameron Dawson, Chief Investment Officer at NewEdge Wealth, on why policy optimism and cyclical trades may mask deeper economic slowdown.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on LinkedIn's rise in popularity, and a New York Post story on a Toronto steakhouse offering MLB free agent Bo Bichette free food for life if he resigns with the Blue Jays.

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 Sweeney Wednesday, January 7th, 2026 Featuring: 1) Ruchir Sharma, Chairman at Rockefeller International &amp; Founder and CIO at Breakout Capital Partners, explains why 2026 marks a turning point for global markets.2) John Bilton, Head of Global Multi-Asset Strategy at JPMorgan Asset Management, discusses why disinflation and a softer dollar set up a pro-risk backdrop for markets.3) Cameron Dawson, Chief Investment Officer at NewEdge Wealth, on why policy optimism and cyclical trades may mask deeper economic slowdown. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on LinkedIn's rise in popularity, and a New York Post story on a Toronto steakhouse offering MLB free agent Bo Bichette free food for life if he resigns with the Blue Jays.

Stocks Head for First 2026 Drop

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/334a25f5-28ec-4e53-82b8-b3cb0106615b/transcript

Bloomberg Surveillance TV: January 6th, 2026

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