Bloomberg Surveillance Bloomberg Surveillance TV: January 27th, 2026
12 snips
Jan 27, 2026 
Esther George, former Kansas City Fed president, discusses Fed independence, inflation risks and rate-cut timing. Henrietta Treyz, Veda Partners co-founder, analyzes shutdown odds, DHS carve-outs and political optics. Mary Barra, GM CEO, covers EV strategy, hybrid balance, Cadillac racing and capital allocation. Short, fast-moving conversations on policy, politics and auto industry strategy.
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Product Breadth Drives GM's Resilience
- GM's 2025 strength came from product breadth and operational agility across EVs and ICE vehicles.
- Mary Barra credits resilient supply chains, dealers and a balanced portfolio from affordable EVs to high-margin trucks.
EV Adoption To Slow, But GM Stays Committed
- Slower EV adoption is likely after regulatory changes and reduced consumer incentives.
- Barra says GM remains committed to EVs but will rely on ICE strength as adoption slows.
Expand Charging And Cut EV Costs
- Build charging infrastructure and lower EV costs to accelerate consumer adoption.
- Barra advises reducing EV costs and expanding chargers so buyers gain confidence and remain loyal after purchase.