Mike Wilson, Morgan Stanley Chief US Equity Strategist, says a "nasty earnings recession" could be coming. Jordan Rochester, Nomura G-10 FX Strategist, says the euro can stay supported through January. Amrita Sen, Energy Aspects Director of Research, says China will need all energy products when it reopens. Greg Valliere, AGF Investments Chief US Policy Strategist, discusses the House of Representatives failing to elect a speaker.

Mike Wilson, Morgan Stanley Chief US Equity Strategist, says a "nasty earnings recession" could be coming. Jordan Rochester, Nomura G-10 FX Strategist, says the euro can stay supported through January. Amrita Sen, Energy Aspects Director of Research, says China will need all energy products when it reopens. Greg Valliere, AGF Investments Chief US Policy Strategist, discusses the House of Representatives failing to elect a speaker.

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: Earnings Recession with Wilson

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e1ae77da-9eb1-4196-b320-af8000fa775d/transcript

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

In this episode, we feature conversations with Bloomberg Opinion's Marc Champion & Michael Purves of Tallbacken Capital Advisors.

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 Bloomberg Opinion's Marc Champion &amp; Michael Purves of Tallbacken Capital Advisors. 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: Marc Champion & Michael Purves

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/a17dbbda-214a-4dab-ad2c-b3d8010a893d/transcript

Featuring:
Gary Cohn, IBM Vice Chairman
Paul Ryan, Teneo Vice Chairman and former Speaker of the US House of Representatives
Alexander Stubb, President of Finland

Featuring:
<ul>
<li>Gary Cohn, IBM Vice Chairman</li>
<li>Paul Ryan, Teneo Vice Chairman and former Speaker of the US House of Representatives</li>
<li>Alexander Stubb, President of Finland</li>
</ul>

Bloomberg Surveillance TV: January 20th, 2026

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/1c13934a-7871-4e53-8346-b3d8010867a0/transcript

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Tuesday, January 20th, 2026

Featuring:
1) Michael Purves, Founder and CEO at Tallbacken Capital Advisors, discusses risk-off sentiment in European markets and why gold remains the best hedge.

2) Steve Laipply, Global Co-Head of iShares Fixed Income at BlackRock, on record bond ETF flows and the shift toward selective yield strategies.

3) Michael Darda, Chief Economist at Roth Capital Partners, discusses concerns around Fed stability and political pressure.

4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal story on MBAs from top business schools facing a difficult hiring outlook, and Bloomberg News reporting on how an all-female trading desk at Italy's Banca Promos is breaking the mold.

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 Tuesday, January 20th, 2026 Featuring: 1) Michael Purves, Founder and CEO at Tallbacken Capital Advisors, discusses risk-off sentiment in European markets and why gold remains the best hedge.
2) Steve Laipply, Global Co-Head of iShares Fixed Income at BlackRock, on record bond ETF flows and the shift toward selective yield strategies.
3) Michael Darda, Chief Economist at Roth Capital Partners, discusses concerns around Fed stability and political pressure.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal story on MBAs from top business schools facing a difficult hiring outlook, and Bloomberg News reporting on how an all-female trading desk at Italy's Banca Promos is breaking the mold.

Investors Look to Safe Havens as Davos Kicks Off

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/baf996c5-b63a-40c8-938e-b3d800f1d4af/transcript

Surveillance: Earnings Recession with Wilson

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