Tech Leads Charge Ahead of FOMC Meeting
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 27 January 2026
⏱️ 28 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
Tuesday, January 27th, 2026
Featuring:
1) Cameron Dawson, Chief Investment Officer at NewEdge Wealth, discusses how lofty 2026 earnings forecasts set a high bar for investors.
2) George Catrambone, Head of Fixed Income: Americas at DWS Group, examines how recent geopolitical events are driving market volatility.
3) Kit Juckes, Chief FX Strategist at Societe Generale, discusses the balance between US political pressure and Japan’s fiscal constraints.
4) Alexis Christoforous joins with the latest headlines in newspapers across the US, including Bloomberg News reporting on Yale's endowment struggles, and a Business Insider story on how Finland is looking to poach top US tech talent.
See omnystudio.com/listener for privacy information.
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, |
| 0:04.8 | a podcast from Barclays Investment Bank. |
| 0:07.1 | Each week, our experts analyze market themes, |
| 0:09.7 | helping you anticipate what's next. |
| 0:11.6 | Listen to Barclay's Brief wherever you get your podcasts. |
| 0:17.3 | Bloomberg Audio Studios. |
| 0:19.8 | Podcastss Radio News |
| 0:22.2 | This is the Bloomberg Surveillance Podcasts |
| 0:29.0 | Podcasts |
| 0:30.2 | Watch us live weekdays at 7 a.m. Eastern |
| 0:32.8 | on Apple CarPlay or Android Auto |
| 0:35.2 | with the Bloomberg business app. |
| 0:37.4 | Listen on demand wherever you get your podcasts or watch us live on YouTube. |
| 0:42.3 | I got eight ways to go to start this off. |
| 0:44.3 | Let me just go, Equities 101. |
| 0:46.3 | How far behind is the market? |
| 0:48.3 | I don't sense any exuberance out there. |
| 0:52.3 | And up up we go, Goldman Sachs saying everything's firing on all cylinders. |
| 0:56.0 | I think it depends on where you're looking for exuberance. |
| 0:59.0 | If you're looking at institutional investors, you are absolutely correct. |
| 1:02.0 | There's really no signs of exuberance. |
... |
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