Bloomberg Surveillance Bloomberg Surveillance TV: January 29th, 2026
8 snips
Jan 29, 2026 
Claudia Sahm, chief economist at New Century Advisors, offers brief takes on labor markets and monetary policy. Angelo Zino, CFRA tech analyst, discusses corporate earnings, AI-driven capex and cloud risks. Jeanette Lowe, Strategas policy research MD, covers looming Homeland Security funding fights and political maneuvers. Multiple short conversations touch Fed pauses, AI supply limits and funding standoffs.
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Episode notes
Fed Paused; Cuts Remain Data-Dependent
- The Fed paused on cuts citing a steadier labor market and improving economy.
- Powell signaled possible future cuts but lacked full conviction, so action is data-dependent.
Congress Is The Right Forum For Fed Politics
- Political and accountability questions about the Fed belong in Congress, not the press conference.
- Powell framed Congress as the venue for democratic accountability on those issues.
Waller's Dissent Reflects Consistent Caution
- Chris Waller's dissent fits his longstanding cautious forecasting stance, not necessarily pure politics.
- His dissent aligns with past labor-market concerns and may reflect consistent economic judgment.