Bloomberg Surveillance Single Best Idea with Tom Keene: Brian Belski & Patrick McHenry
5 snips
Jan 26, 2026 
Patrick McHenry, former U.S. Representative and one-time House Financial Services Committee chair, weighs in on immigration and congressional responsibilities. Brian Belski, chief investment strategist at Humilis, discusses markets shifting from momentum to earnings, plus tech earnings and small/mid-cap trends. Short, sharp conversations on politics, policy and market drivers.
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Newsroom Teamwork During Major Storm
- Tom Keene recounts the newsroom's team effort covering a massive nationwide storm.
- He shares vivid moments like Miles Miller needing help and being steadied on a hill in Central Park.
Momentum To Earnings-Led Market Shift
- Markets are shifting from a momentum, multiple-driven rally to a more earnings-driven phase.
- Brian Belski warns earnings-driven markets tend to be positive but less strong than multiple-driven rallies.
Tech Earnings As Market Inflection
- Big-cap tech earnings will be a key inflection point for the market this week.
- Belski highlights that major tech reports and recent small/mid-cap outperformance make the week crucial.