Bloomberg Surveillance Bloomberg Surveillance TV: January 30th, 2026
Jan 30, 2026
Dan Ives, Wedbush tech chief offering sharp takes on Apple’s China surge, iPhone pricing, AI monetization and Musk’s multi‑front bets. Thom Tillis, North Carolina senator weighing Fed independence, confirmation holds and legal preconditions. Brian Gardner, Stifel policy strategist explaining political dynamics around Fed nominations and market reactions. They debate confirmation timelines, investor sensitivity and tech sector strategy.
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Personal Ties Mattered In Fed Pick
- Brian Gardner says Kevin Warsh likely benefited from personal connections and a strong campaign to win the Fed nod.
- Gardner argues Trump's personal trust and relationships matter as much as policy views.
Monitor Confirmation For Market Signals
- Brian Gardner advises watching the confirmation process for potential market-moving surprises.
- He warns the process could be lengthy and might prompt the president to reconsider.
Block Nominations Until Legal Issues Clear
- Sen. Thom Tillis says he will block Fed nominees until related DOJ and Supreme Court matters conclude.
- He urges the DOJ to decide quickly whether prosecutions over Fed testimony are worth pursuing.