Bloomberg Surveillance Bloomberg Surveillance TV: January 27th, 2026
12 snips
Jan 27, 2026 
Esther George, former Kansas City Fed president, discusses Fed independence, inflation risks and rate-cut timing. Henrietta Treyz, Veda Partners co-founder, analyzes shutdown odds, DHS carve-outs and political optics. Mary Barra, GM CEO, covers EV strategy, hybrid balance, Cadillac racing and capital allocation. Short, fast-moving conversations on policy, politics and auto industry strategy.
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DHS-Only Shutdown As A Political Off-Ramp
- A partial federal shutdown focused only on DHS is technically possible and would avoid wider agency closures.
- Henrietta Treyz says stripping DHS funding from the package gives Congress an off-ramp to prevent a full shutdown.
Minnesota Case Deepens GOP Divisions
- The Alex Preati death has fractured Republican unity and increased pressure for immigration policy changes.
- Treyz argues personnel changes from the White House aren't enough to mollify voters in affected states.
Strip DHS Funding To Avoid Broader Cuts
- Policymakers should separate DHS funding to keep critical agencies funded and focus debate on immigration enforcement.
- Treyz recommends getting unanimous Senate consent to strip DHS funding and proceed with other appropriations.