
Jeanette Lowe
Managing Director of Policy Research at Strategas Securities, discussing fiscal and political developments including government funding and Homeland Security legislation.
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Jan 29, 2026 • 20min
Bloomberg Surveillance TV: January 29th, 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.


