Subadra Rajappa, Societe Generale Head of US Rates Strategy, sees a recession in the first half of 2024. Tom Forte, DA Davidson Sr. Research Analyst, discusses Apple as Citi sees another 30% upside. Paul Donovan, UBS Global Wealth Management Chief Economist, says we're seeing disinflation. Max Kettner, HSBC Chief Multi-Asset Strategist, says he struggles to see a big downside surprise in earnings. Clint Henderson, The Points Guy Managing Editor, discusses airline delays persisting ahead of the holiday weekend.


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Subadra Rajappa, Societe Generale Head of US Rates Strategy, sees a recession in the first half of 2024. Tom Forte, DA Davidson Sr. Research Analyst, discusses Apple as Citi sees another 30% upside. Paul Donovan, UBS Global Wealth Management Chief Economist, says we're seeing disinflation. Max Kettner, HSBC Chief Multi-Asset Strategist, says he struggles to see a big downside surprise in earnings. Clint Henderson, The Points Guy Managing Editor, discusses airline delays persisting ahead of the holiday weekend.
 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: Rajappa's Recession Call

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/5670fd6b-2802-4382-8385-b03100e64dcb/transcript

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

In this episode, we feature our conversation with Rebecca Patterson of the Council on Foreign Relations. 

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 our conversation with Rebecca Patterson of the Council on Foreign Relations.&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: Rebecca Patterson

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/40ead585-355c-4640-8490-b3da010207f6/transcript

Featuring:
Chris Wright, US Secretary of Energy
Howard Lutnick, US Secretary of Commerce
Brian Moynihan, Bank of America Chairman and CEO

Featuring:
<ul>
<li>Chris Wright, US Secretary of Energy</li>
<li>Howard Lutnick, US Secretary of Commerce</li>
<li>Brian Moynihan, Bank of America Chairman and CEO</li>
</ul>

Bloomberg Surveillance TV: January 22nd, 2026

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/ec1ba3c0-fb1f-45fe-a4a1-b3da0115133a/transcript

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Thursday, January 22nd, 2026

Featuring:
1) Rebecca Patterson, Senior Fellow at the Council on Foreign Relations & former Chief Investment Strategist at Bridgewater Associates, discusses how policy unpredictability could reshape global demand for US assets.2) Wendy Schiller, Professor of Political Science at Brown University, on the Supreme Court's deliberations over efforts to fire Fed Governor Lisa Cook.3) Jane Foley, Head of FX Strategy at Rabobank, on the renewed debate over the dollar’s safe haven status amid US-Europe tensions.4) Alexis Christoforous joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on Duke University suing its star quarterback, and a New York Times story on federal regulators taking aim at late-night TV.

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 Thursday, January 22nd, 2026 Featuring: 1) Rebecca Patterson, Senior Fellow at the Council on Foreign Relations &amp; former Chief Investment Strategist at Bridgewater Associates, discusses how policy unpredictability could reshape global demand for US assets.2) Wendy Schiller, Professor of Political Science at Brown University, on the Supreme Court's deliberations over efforts to fire Fed Governor Lisa Cook.3) Jane Foley, Head of FX Strategy at Rabobank, on the renewed debate over the dollar&rsquo;s safe haven status amid US-Europe tensions.4) Alexis Christoforous joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on Duke University suing its star quarterback, and a New York Times story on federal regulators taking aim at late-night TV.

Dollar Steadies as Greenland Tensions Ease

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/20f7a04e-638d-48a9-9d29-b3da01114e9b/transcript

Surveillance: Rajappa's Recession Call

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