Stocks Head for First 2026 Drop
Bloomberg Surveillance
Bloomberg
4 • 1.1K Ratings
🗓️ 7 January 2026
⏱️ 32 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
Wednesday, January 7th, 2026
Featuring:
1) Ruchir Sharma, Chairman at Rockefeller International & Founder and CIO at Breakout Capital Partners, explains why 2026 marks a turning point for global markets.2) John Bilton, Head of Global Multi-Asset Strategy at JPMorgan Asset Management, discusses why disinflation and a softer dollar set up a pro-risk backdrop for markets.3) Cameron Dawson, Chief Investment Officer at NewEdge Wealth, on why policy optimism and cyclical trades may mask deeper economic slowdown.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on LinkedIn's rise in popularity, and a New York Post story on a Toronto steakhouse offering MLB free agent Bo Bichette free food for life if he resigns with the Blue Jays.
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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