Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, says the markets need to stop, pause and have a moment of digestion. Mike Wilson, Morgan Stanley Chief US Equity Strategist & Chief Investment Officer and Morgan Stanley Global Investment Committee Chair, says be 'very selective' with stocks. Daniel Ives, Wedbush Senior Equity Analyst, discusses why he's bullish on Apple despite weak earnings. Michelle Meyer, Mastercard Economics Institute Chief Economist for North America, says the consumer and economy are shifting. Sri Natarajan, Bloomberg News, discusses Goldman Sachs commodities research chief Jeff Currie set to leave the bank. 
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 the markets need to stop, pause and have a moment of digestion. Mike Wilson, Morgan Stanley Chief US Equity Strategist &amp; Chief Investment Officer and Morgan Stanley Global Investment Committee Chair, says be 'very selective' with stocks. Daniel Ives, Wedbush Senior Equity Analyst, discusses why he's bullish on Apple despite weak earnings. Michelle Meyer, Mastercard Economics Institute Chief Economist for North America, says the consumer and economy are shifting. Sri Natarajan, Bloomberg News, discusses Goldman Sachs commodities research chief Jeff Currie set to leave the bank. 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: Market Pause with Calvasina

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/33bcf73c-2a85-4ae5-b443-b05700e20e8e/transcript

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

In this episode, we feature conversations with Rockefeller Asset Management’s Avery Sheffield & Dr. Alexis Crow of PwC US. 

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 Rockefeller Asset Management&rsquo;s Avery Sheffield &amp; Dr. Alexis Crow of PwC US.&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: Avery Sheffield & Alexis Crow

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/66765bee-c345-45a9-ac65-b3d40101bf12/transcript

Featuring:
Mona Mahajan, Principal and Head of Investment Strategy at Edward Jones
Jon Lieber, US Managing Director and Head of Research at Eurasia Group
Stephen Stanley, Chief US Economist at Santander US Capital Markets

Featuring:
<ul>
<li>Mona Mahajan, Principal and Head of Investment Strategy at Edward Jones</li>
<li>Jon Lieber, US Managing Director and Head of Research at Eurasia Group</li>
<li>Stephen Stanley, Chief US Economist at Santander US Capital Markets</li>
</ul>

Bloomberg Surveillance TV: January 16th, 2026

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/7bb7bd9e-841e-4cb9-989d-b3d40112c18f/transcript

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Alexis Christoforous
Friday, January 16th, 2026

Featuring:
1) Stephen Parker, Co-Head of Global Investment Strategy at JPMorgan Private Bank, discusses how AI fragmentation and inflation are defining investor strategy.

2) Dr. Alexis Crow, Partner & Chief Economist at PwC US, analyzes why diversification away from the US and toward Europe and EM is becoming increasingly important for investors.

3) Ebrahim Rahbari, Head of Rates Strategy & US Research at Absolute Strategy Research, on how the DoJ subpoena of Jerome Powell raises serious questions about Fed independence.

) Dr. Lindsay Newman, Geopolitical Risk Expert at GZero Media & Visiting Research Fellow at King's College, examines how mixed signals from Washington complicate geopolitical forecasting.

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 Friday, January 16th, 2026 Featuring: 1) Stephen Parker, Co-Head of Global Investment Strategy at JPMorgan Private Bank, discusses how AI fragmentation and inflation are defining investor strategy.
2) Dr. Alexis Crow, Partner &amp; Chief Economist at PwC US, analyzes why diversification away from the US and toward Europe and EM is becoming increasingly important for investors.
3) Ebrahim Rahbari, Head of Rates Strategy &amp; US Research at Absolute Strategy Research, on how the DoJ subpoena of Jerome Powell raises serious questions about Fed independence.
) Dr. Lindsay Newman, Geopolitical Risk Expert at GZero Media &amp; Visiting Research Fellow at King's College, examines how mixed signals from Washington complicate geopolitical forecasting.

Trump’s Pursuit of Powell Threatens to Muddle Fed Tea Leaves

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/641e5e1a-bd92-456b-9c31-b3d400f550cb/transcript

Surveillance: Market Pause with Calvasina

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