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Bloomberg Surveillance hosted by Tom Keene & Alexis Christoforous
Thursday, January 15th, 2026

Featuring:
1) Dominic Konstam, Head of Macro Strategy at Mizuho Americas, discusses why AI driven productivity gains point to structurally lower inflation beyond 2026.

2) Sree Kochugovindan, Senior Research Economist at Aberdeen Investments, examines how Japan’s looming election could extend the Takaichi trade across global markets.

3) Heidi Crebo-Rediker, Senior Fellow for Geoeconomics at the Council on Foreign Relations, on the growing risks and costs for Russia’s shadow fleet amid seizures and Black Sea attacks.

4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Bloomberg News story on how the growing usage on weight-loss drugs could provide big savings for US airlines, and Boston Globe reporting on one of the city's oldest dive bars closing its doors.