Rotation Trade & Fed Expectations

from Bloomberg Surveillance Hosted by Bloomberg

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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Rotation Trade & Fed Expectations

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How long is this episode of Bloomberg Surveillance?

This episode is 32 minutes long.

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This episode was published on January 23, 2026.

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