Bloomberg Surveillance Bloomberg Surveillance TV: January 23rd, 2026
Jan 23, 2026
Frank Lee, HSBC semiconductor strategist, breaks down Intel’s execution gaps, foundry ambitions, and advanced packaging prospects. Terry Haines, founder of Pangaea Policy, parses geopolitical maneuvers around Greenland, US-China tensions, and trade risks. Short, punchy takes on chips, supply chains, and the shifting geopolitics reshaping markets.
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Davos Theater Vs. Real Geopolitical Change
- Terry Haines sees the Davos exchanges as political theater more than a structural rupture in alliances.
- He argues markets care about direction and policy substance, not performative disputes.
Middle Powers Face Hard Choices
- Haines warns Canada flirting with China risks forcing it to pick superpowers and creating larger problems.
- He contrasts China's different playbook with Canada's middle-power posture and European paralysis.
Greenland: Security And Resource Strategy
- Haines frames U.S. interest in Greenland as security plus access to rare earths and minerals.
- He sees recent moves as part of a broader U.S. economic and defense realignment versus China.