Bloomberg Surveillance Tech Leads Charge Ahead of FOMC Meeting
10 snips
Jan 27, 2026 
Kit Juckes, Societe Générale FX strategist on Japan, intervention and dollar trends. George Catrambone, DWS fixed-income head on jumbo tech bond deals, muni opportunities and carry strategies. Cameron Dawson, NewEdge CIO on lofty 2026 earnings forecasts, retail vs institutional positioning and big tech’s capex and AI spending.
AI Snips
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Transcript
Episode notes
Watch The Two-Year Treasury For Policy Shifts
- The two-year Treasury yield is a sensitive indicator of Fed policy expectations and market liquidity.
- A reversal higher could signal stickier inflation or fewer Fed cuts, creating a major shift for risk assets.
Engage Early On Mega Debt Issuances
- Do conduct reverse discussions with syndicates and analysts before mega debt deals to secure allocations.
- Diversify holdings and perform valuation diligence when large tech issuances flood the market.
Tech CapEx Is Reshaping Credit Indices
- Tech capex and frequent issuance will raise the MAG7 presence within credit indices and could change index concentration.
- Rising gross issuance and tight spreads risk a market pushback if net issuance exceeds expectations.