Dollar-Yen in Focus
Bloomberg Surveillance
Bloomberg
4 • 1.1K Ratings
🗓️ 15 January 2026
⏱️ 31 minutes
🧾️ Download transcript
Summary
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Alexis Christoforous
Thursday, January 15th, 2026
Featuring:
1) Dominic Konstam, Head of Macro Strategy at Mizuho Americas, discusses why AI driven productivity gains point to structurally lower inflation beyond 2026.
2) Sree Kochugovindan, Senior Research Economist at Aberdeen Investments, examines how Japan’s looming election could extend the Takaichi trade across global markets.
3) Heidi Crebo-Rediker, Senior Fellow for Geoeconomics at the Council on Foreign Relations, on the growing risks and costs for Russia’s shadow fleet amid seizures and Black Sea attacks.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Bloomberg News story on how the growing usage on weight-loss drugs could provide big savings for US airlines, and Boston Globe reporting on one of the city's oldest dive bars closing its doors.
See omnystudio.com/listener for privacy information.
Transcript
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| 0:00.0 | Markets move fast. Get the insights you need in 10 minutes with Barclays Brief, a podcast from |
| 0:05.6 | Barclays Investment Bank. Each week, our experts analyze market themes, helping you anticipate |
| 0:10.7 | what's next. Listen to Barclay's Brief wherever you get your podcasts. |
| 0:15.4 | Hi, I'm Stephen Carroll. And I'm Caroline Hepka here to introduce you to a podcast that brings |
| 0:20.6 | you the news you need to start your day in just 15 minutes. |
| 0:24.4 | It's called Bloomberg Daybreak Europe Edition, covering all the top stories across Europe and around the world. |
| 0:30.6 | Each weekday morning, we're up early to bring you the latest news by 7 a.m. |
| 0:34.6 | We've got everything you need to know. |
| 0:36.0 | From geopolitics and global events to |
| 0:38.4 | economics and what's moving markets. I'm covering it all from London. And I'm in the EU's |
| 0:43.5 | capital Brussels. We have 3,000 journalists and analysts around the world to tell you what's happening, |
| 0:48.7 | what it means and why it matters. It's more than just business headlines, from the price of your |
| 0:53.7 | breakfast to global |
| 0:54.9 | shifts in power. Economics and money aren't just part of the story. They're often the driving |
| 0:59.3 | force. So start your day with us on Bloomberg Daybreak Europe Edition for the news you need to know |
| 1:04.4 | and the context to make sense of it. Find new episodes of Bloomberg Daybreak Europe edition |
| 1:09.1 | by 7am London Time on Apple, Spotify, |
| 1:12.1 | or wherever you get your podcasts. |
| 1:18.4 | Bloomberg Audio Studios, Podcasts Radio News. |
| 1:30.9 | This is the Bloomberg Surveillance Podcast. |
| 1:38.1 | Catch us live weekdays at 7 a.m. Eastern on Apple CarPlay or Android Auto with the Bloomberg business app. |
| 1:43.0 | Listen on demand wherever you get your podcasts or watch us live on YouTube. |
... |
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