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Morgan Stanley Chief US Equity Strategist and Chief Investment Officer Mike Wilson discusses constraints on regional banks, themes for the markets in 2024 and reducing the Magnificent Seven to the Magnificent Four. He speaks with Bloomberg Surveillance hosts Lisa Abramowicz, Jonathan Ferro and Annmarie Hordern.  

Morgan Stanley Chief US Equity Strategist and Chief Investment Officer Mike Wilson discusses constraints on regional banks, themes for the markets in 2024 and reducing the Magnificent Seven to the Magnificent Four. He speaks with Bloomberg Surveillance hosts Lisa Abramowicz, Jonathan Ferro and Annmarie Hordern.

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

Morgan Stanley's Mike Wilson Talks Magnificent Seven Minus Three

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/81a75315-37a6-492d-918b-b1090134d2e9/transcript

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

In this episode, we feature conversations with Mizuho's Dominic Konstam & Anna Wong of Bloomberg Economics.

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. In this episode, we feature conversations with Mizuho's Dominic Konstam &amp; Anna Wong of Bloomberg Economics. 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: Dominic Konstam & Anna Wong

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/d03b0830-1183-4987-8aed-b3d301038cbe/transcript

Featuring:
Nela Richardson, Chief Economist for ADP
French Hill, Republican Congressman for Arkansas
Terry Haines, Founder of Pangaea Policy

Featuring:
<ul>
<li>Nela Richardson, Chief Economist for ADP</li>
<li>French Hill, Republican Congressman for Arkansas</li>
<li>Terry Haines, Founder of Pangaea Policy</li>
</ul>

Bloomberg Surveillance TV: January 15th, 2026

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/efaa140e-647a-48bf-85e9-b3d30116ed9d/transcript

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
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.

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; 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&rsquo;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&rsquo;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.

Dollar-Yen in Focus

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/783afb14-8604-407b-8309-b3d300f402f3/transcript

Morgan Stanley's Mike Wilson Talks Magnificent Seven Minus Three

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