Rotation Trade & Fed Expectations
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 23 January 2026
⏱️ 38 minutes
🧾️ Download transcript
Summary
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Friday, January 23rd, 2026
Featuring:
1) Joe Quinlan, Head of CIO Market Strategy at Merrill and Bank of America Private Bank, talks equity market strength and sector rotation.
2) Kay Herr, CIO: US GFICC at JPMorgan Asset Management, discusses bond market resilience and her expectations for next week's FOMC meeting.
3) Monica Guerra, Executive Director and Head of US Policy at Morgan Stanley Wealth Management, examines how President Trump’s second term policies are reshaping both the economic and investing landscape.
4) Alexis Christoforous joins with the latest headlines in newspapers across the US, including a New York Post expose on price gouging ahead of this weekend's winter storm, and a Business Insider story on Bojangles wanting New Yorkers to ditch their bagels for biscuits.
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. |
| 0:15.5 | I'm Carol Masser. And I'm Tim Steneveck, inviting you to join us for the Bloomberg Businessweek |
| 0:20.5 | Daily podcast. Now, every day, we are bringing you reporting from the magazine that helps global leaders stay ahead. We've got insight on the people, the companies and trends that are shaping today's complex economy. That's right. Tim, we're all over global business, finance, tech news, all as it is happening in real time, and we've got complete coverage of the U.S. market |
| 0:37.8 | close. |
| 0:38.4 | Got to say basically if it impacts financial markets, if it impacts companies, if it's impacting |
| 0:42.7 | trends and narratives that are out there, we are on it. |
| 0:45.3 | We also have a lot of fun doing it. |
| 0:47.6 | Bloomberg Business Week also brings you the analysis behind the headlines through |
| 0:50.8 | conversations with our expert guests. |
| 0:52.8 | And we are doing this all live each weekday, |
| 0:55.2 | and then we bring you the best analysis in our daily podcast. Search for Bloomberg Businessweek |
| 0:59.8 | on YouTube, Apple, Spotify, or anywhere else you listen. Check it out on your way home from work to |
| 1:04.2 | catch up on the conversations that you miss during the business day. And on the weekend, |
| 1:07.9 | check it out for a complete wrap-up of your Business Week. |
| 1:12.9 | That's the Bloomberg Business Week Daily podcast. |
| 1:13.9 | I'm Carol Masser. |
| 1:14.9 | And I'm Tim Stanovex. |
| 1:17.3 | Subscribe today wherever you get your podcasts. |
| 1:24.4 | Bloomberg Audio Studios. |
| 1:27.3 | Podcasts Radio Radio, News. |
... |
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