Bloomberg Surveillance

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Chris Whalen & Joe Quinlan.

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Featuring:
Terry Haines, Founder of Pangaea Policy
Frank Lee, Global Head: Technology Hardware & Semiconductor Research at HSBC
Duncan Edwards, CEO of British American Business
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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.
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Intel gave a lackluster forecast for the current quarter after manufacturing problems hampered a comeback bid, a disappointment for investors who anticipated more of a boost from new products.
First-quarter revenue will be $11.7 billion to $12.7 billion, the company said in a statement Thursday. The midpoint of that range fell short of the $12.6 billion estimated by analysts. The company expects to break even in earnings per share, excluding certain items. Wall Street had projected a profit of 8 cents a share.
Intel is struggling with its manufacturing yields — the percentage of usable chips coming out of its factories — making it harder to fill orders. The once-dominant semiconductor company has spent years trying to restore its technological edge and recover from market share losses, and this is one more setback.
Intel shares fell about 5% in extended trading Thursday following the report.
For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with Ivan Feinseth, Research Director and Chief Investment Officer at Tigress Financial Partners.
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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature our conversation with Rebecca Patterson of the Council on Foreign Relations.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.