Bloomberg Surveillance TV: January 16th, 2026
Bloomberg Surveillance
Bloomberg
4 • 1.1K Ratings
🗓️ 16 January 2026
⏱️ 21 minutes
🧾️ Download transcript
Summary
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
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Transcript
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| 0:00.0 | Markets move fast. |
| 0:01.7 | Get the insights you need in 10 minutes with Barclays Brief, a podcast from |
| 0:05.6 | Barclays Investment Bank. |
| 0:07.1 | Each week, our experts analyze market themes, helping you anticipate what's next. |
| 0:11.6 | Listen to Barclay's Brief wherever you get your podcasts. |
| 0:17.2 | Bloomberg Audio Studios. |
| 0:19.6 | Podcasts, Radio, News. |
| 0:26.2 | This is the Bloomberg Surveillance Podcasts. |
| 0:29.3 | I'm Jonathan Ferro, along with Lisa Abramwitz and Anne-Marie Hordern. |
| 0:32.9 | Join us each day for insight from the best in markets, economics and geopolitics. |
| 0:54.3 | From our global headquarters in New York City, we are live on Bloomberg Television weekday mornings from 6 to 9 a.m. Eastern. Subscribe to the podcast on Apple, Spotify or anywhere else you listen. And as always, on the Bloomberg Terminal and the Bloomberg Business Out. Let's turn to the stock market. Mano Mahajano, Edward Jones, writing, |
| 1:10.0 | we believe U.S. corporate earnings are on pace to achieve double-digit growth this year. We remain overweight equities relative to fixed income. Mona, welcome to the program. This is slightly unfair because those headlines only just crossed. So you're going to have to do this with me in real time. And if you don't want to go there, don't go there. But what on earth would happen? |
| 1:12.6 | Everyone started tapping their 401k to buy houses. |
| 1:13.9 | What would happen to the stock market? |
| 1:19.6 | Yeah, you know, look, we'll have to wait for details from the president next week. But certainly, I think the motivation here is to make sure that all households, whether you're in the upper |
| 1:25.1 | income bracket, mid-income or lower income, have exposure |
| 1:28.6 | to a diverse set of asset classes. And I do think fundamentally that theory and consideration is the |
| 1:36.4 | right one. We want to make sure that all households are thinking about investments from an early |
| 1:41.6 | stage of their career, their family development, their home ownership |
| 1:45.6 | development. So broadly speaking, we think if this starts a conversation of how should I position |
| 1:50.8 | my assets, whether it's in equities, fixed income or real estate, it's a good step in the right |
| 1:56.0 | direction. Well, let's start with where this is coming from. So there is an affordability problem, |
... |
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