Bloomberg Surveillance TV: January 8th, 2026
Bloomberg Surveillance
Bloomberg
4 • 1.1K Ratings
🗓️ 8 January 2026
⏱️ 30 minutes
🧾️ Download transcript
Summary
Featuring:
- Stephen Miran, Federal Reserve Governor
- Seema Shah, Chief Global Strategist, Principal Asset Management
- Jim Zelter, President, Apollo Global Management
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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. |
| 0:19.7 | Podcasts, Radio, News. |
| 0:26.2 | This is the Bloomberg Surveillance Podcast. |
| 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. |
| 0:37.3 | From our global headquarters in New York City, we are live on Bloomberg Television, weekday Each day for insight from the best in markets, economics and geopolitics. |
| 0:41.1 | From our global headquarters in New York City, we are live on Bloomberg Television weekday mornings from 6 to 9 a.m. Eastern. |
| 0:43.9 | Subscribe to the podcast on Apple, Spotify or anywhere else you listen. |
| 0:47.9 | And as always, on the Bloomberg Terminal and the Bloomberg Business Out. |
| 0:51.0 | We begin this out with investors searching for direction in a pivotal year |
| 0:54.2 | potentially for the Federal Reserve. Fed Governor Stephen Myron doubling down on his doveish stance, calling for the central bank to cut interest rates by more than a percentage point in 2026. Governor Myron joins us now four more. Governor, good morning and happy new year. Happy New Year. Thanks for having me back. It's good to see. You've been very, very transparent about where you are on the dot plot and what your forecast is. |
| 1:12.1 | So let's start there. |
| 1:13.5 | Where are you for this year? Where's your dot? What are you looking for? Yeah, so I'm unsurprisingly the lowest dot. I'm looking for about a point in a half of cuts. A lot of that is driven by my view of inflation. I give a speech about this and about a month ago in December at Columbia University my view is |
| 1:27.6 | that almost all of the excess inflation over target is due to quirks of how we |
| 1:31.9 | calculate inflation so as you have talked about with many of your guests many |
| 1:35.3 | times before shelter inflation really really lags a lot and because average |
| 1:39.1 | tenant rents have caught up to new tenant rents because market rents have been |
... |
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