Bloomberg Surveillance Bloomberg Surveillance TV: January 26th, 2026
Jan 26, 2026
Amy Gower, Morgan Stanley metals strategist, succinctly explains why central bank buying and geopolitics are driving gold and silver moves. Savanthi Syth, Raymond James airlines specialist, breaks down which carriers were hit by winter storms and why operational fixes and crew timing matter. Crisp, market-focused conversations on precious metals momentum and airline recovery timelines.
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Prepare Operations Before Winter Storms
- Prepare operations ahead of predictable winter storms to limit cancellations and speed recovery.
- Airlines should pre-position crews and aircraft so flights can resume quickly once weather clears.
Cancellations Fall Once Operations Are Repositioned
- Elevated cancellations can normalize quickly if crews and aircraft are available after a storm.
- A government shutdown's early days may not dent demand, but prolonged FAA constraints can force cancellations.
Add Schedule Cushion To Reduce Disruptions
- Increase schedule cushion to improve connection reliability and reduce cascading disruptions.
- Focus on operational management and execution to restore customer trust and stock performance.