Leland Miller, China Beige Book International CEO, says Evergrande is not China's Lehman moment. Michael Gapen, Barclays Chief U.S. Economist, says a day of reckoning is eventually coming for markets. Mike Darda, MKM Partners Chief Economist & Macro Strategist, says Fed tapering is all but in the bag. Patrick Armstrong, Plurimi Wealth Chief Investment Officer, says stocks are in for a bumpier grind higher.

Leland Miller, China Beige Book International CEO, says Evergrande is not China's Lehman moment. Michael Gapen, Barclays Chief U.S. Economist, says a day of reckoning is eventually coming for markets. Mike Darda, MKM Partners Chief Economist &amp; Macro Strategist, says Fed tapering is all but in the bag. Patrick Armstrong, Plurimi Wealth Chief Investment Officer, says stocks are in for a bumpier grind higher.

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

Surveillance: China Regulation with Miller

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e9c6ba06-5887-48ae-b46b-ae2700489741/transcript

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

In this episode, we feature conversations with Chris Whalen & Joe Quinlan.

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 Chris Whalen &amp; Joe Quinlan. 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: Chris Whalen & Joe Quinlan

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/7a93bbc9-d943-49ad-bd90-b3db0106f2da/transcript

Featuring:
Terry Haines, Founder of Pangaea Policy
Frank Lee, Global Head: Technology Hardware & Semiconductor Research at HSBC
Duncan Edwards, CEO of British American Business

Featuring:
<ul>
<li>Terry Haines, Founder of Pangaea Policy</li>
<li>Frank Lee, Global Head: Technology Hardware &amp; Semiconductor Research at HSBC</li>
<li>Duncan Edwards, CEO of British American Business</li>
</ul>

Bloomberg Surveillance TV: January 23rd, 2026

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/077e68a5-69f2-4353-88fd-b3db0114b5d6/transcript

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.

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 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&rsquo;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.

Rotation Trade & Fed Expectations

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/c639969f-2cb0-4032-b4c1-b3db0102496d/transcript

Surveillance: China Regulation with Miller

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