Bloomberg Surveillance Bloomberg Surveillance TV: January 2nd, 2026
30 snips
Jan 2, 2026 
Geoffrey Yu, a Senior Market Strategist, discusses the potential for continued growth in 2026 and how diversification strategies depend on inflation and recession risks. Dana Peterson, Chief Economist at The Conference Board, examines consumer confidence and the impact of tariffs on hiring. Andrew Bishop, a Policy Research expert, analyzes U.S. foreign policy challenges, particularly regarding Iran and China. Dan Ives, Head of Tech Research, shares insights on AI's pivotal role in 2026 and highlights top tech stocks to watch.
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Ask Defensive Questions Now
- Investors should ask defensive and diversification questions before 2026 rather than chase past returns.
- Geoffrey Yu warns there's no single "insurance" that protects all markets so tailor defenses by region and risk.
Broadening Needs Main Street Pickup
- Broadening of market leadership needs Main Street growth to converge with tech winners.
- Yu says a trickle-down into consumer sectors is required for the rally to become more inclusive.
Position For Real-Income Effects
- As the Fed cuts, focus on whether real incomes and hiring will sustain consumer demand.
- Position for sectors that benefit from improving cash-flow dynamics and rising hiring, not just rate moves.