 Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, says she saw concern, not fear, in markets as the US faced a potential government shutdown. Jordan Rochester, Nomura G-10 FX Strategist, says EUR-USD towards parity is possible. Mike Darda, Roth MKM Chief Economist & Macro Strategist, says yield trades can be unwound over the course of the year if we see softer data. Rep. French Hill (R) Arkansas, discusses congress averting a US government shutdown. 
Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance

Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, says she saw concern, not fear, in markets as the US faced a potential government shutdown. Jordan Rochester, Nomura G-10 FX Strategist, says EUR-USD towards parity is possible. Mike Darda, Roth MKM Chief Economist &amp; Macro Strategist, says yield trades can be unwound over the course of the year if we see softer data. Rep. French Hill (R) Arkansas, discusses congress averting a US government shutdown. Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: <a href="https://www.bloomberg.com/account/newsletters/surveillance" data-destination="rte:bind">https://www.bloomberg.com/account/newsletters/surveillance</a>

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: Concern, Not Fear with Calvasina

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/654f6bd9-2efb-45cf-aa97-b08f00e5f72f/transcript

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

In this episode, we feature conversations with RBC Capital Markets’ Gerard Cassidy & Professor Nathalie Tocci of the Johns Hopkins School of Advanced International Studies, Europe. 

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 RBC Capital Markets&rsquo; Gerard Cassidy &amp; Professor Nathalie Tocci of the Johns Hopkins School of Advanced International Studies, Europe.&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: Gerard Cassidy & Nathalie Tocci

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/8599d607-a455-4c00-978d-b3d201020d85/transcript

Featuring:
Ed Bastian, Delta Air Lines CEO
Edward Mills, Managing Director and Washington Policy Analyst at Raymond James
Alexander Altmann, Managing Director and Global Head of Equities Tactical Strategies at Barclays

Featuring:
<ul>
<li>Ed Bastian, Delta Air Lines CEO</li>
<li>Edward Mills, Managing Director and Washington Policy Analyst at Raymond James</li>
<li>Alexander Altmann, Managing Director and Global Head of Equities Tactical Strategies at Barclays</li>
</ul>

Bloomberg Surveillance TV: January 14th, 2026 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/b75c5e65-92bb-4ebc-8857-b3d201154686/transcript

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Wednesday, January 14th, 2026

Featuring:
1) Gerard Cassidy, Head of US Bank Equity Strategy at RBC Capital Markets, recaps the week's bank earnings.2) Nathalie Tocci, Professor of Practice at John Hopkins SAIS Europe, on the end of trans-Atlantic illusion and Europe’s path toward geopolitical autonomy.3) David Seif, Chief Economist for Developed Markets at Nomura, on why political noise may not derail the Fed’s cautious approach to easing.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on efforts to get people to dress better for air travel, and Jon Stewart giving Surveillance a shout out on The Daily Show.

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 14th, 2026 Featuring: 1) Gerard Cassidy, Head of US Bank Equity Strategy at RBC Capital Markets, recaps the week's bank earnings.2) Nathalie Tocci, Professor of Practice at John Hopkins SAIS Europe, on the end of trans-Atlantic illusion and Europe&rsquo;s path toward geopolitical autonomy.3) David Seif, Chief Economist for Developed Markets at Nomura, on why political noise may not derail the Fed&rsquo;s cautious approach to easing. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on efforts to get people to dress better for air travel, and Jon Stewart giving Surveillance a shout out on The Daily Show.

Big Bank Earnings and Greenland in Focus

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/6095bb74-0493-45c7-9206-b3d200f908e7/transcript

Surveillance: Concern, Not Fear with Calvasina

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