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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Monday, January 5th, 2026

Featuring:
1) Ed Morse, Senior Advisor and Commodities Strategist at Hartree Partners, discusses the state of commodities markets at large following the capture of Venezuelan President Nicolas Maduro.

2) Keith Lerner, Chief Investment Officer at Truist, discusses how easing policy and earnings growth support the next leg of expansion.

3) Henrietta Treyz, Co-Founder at Veda Partners, joins for more analysis on the geopolitical fallout of the arrest of Nicolas Maduro.

4) Kathy Jones, Chief Fixed Income Strategist at Charles Schwab, on why 2026 favors income over price gains in fixed income markets.