Impeachment Threat Growing for Kristi Noem | Balance of Power 01/27/2026

Watch on YouTube ↗  |  January 28, 2026 at 00:39  |  47:49  |  Bloomberg Markets
Speakers
Romaine Bostick — Anchor, Bloomberg
Karim Sadjadpour — Senior Fellow, Carnegie Endowment for International Peace
Donald Trump — President of the United States
Joe Mathieu — Host, Bloomberg Radio

Summary

The episode covers a dollar selloff after President Trump said he is not concerned with the dollar's decline, along with earnings-season scrutiny of big-tech AI spending. It also examines the political fallout from the Minneapolis ICE shooting, efforts to impeach DHS Secretary Kristi Noem, and the chance of a government shutdown. A carrier strike group's arrival near Iran raises the risk of a Venezuela-style oil blockade, while political panelists debate the administration's midterm positioning.

  • Dollar falls to a four-year low after Trump's soft-dollar comments; gold tops $5,100/oz.
  • Romaine Bostick says the dollar had its worst single-day drop since April and one of the fastest losses since the 1990s.
  • Big Tech earnings are expected to focus on AI buildout spending and returns; Meta previously sold off on capex-return concerns.
  • The U.S. sends Tom Homan to Minnesota and pulls Greg Bovino back to California amid fallout from the Minneapolis ICE shooting.
  • Democrats push to impeach DHS Secretary Kristi Noem, with articles of impeachment gaining support.
  • Senate talks aim to avoid a January 30 shutdown, with disputes over DHS and ICE funding.
  • The USS Abraham Lincoln carrier group arrives in the Middle East; a potential blockade of Iran's oil exports could create tension with China.
  • The Doomsday Clock moves to 85 seconds to midnight as the political panel discusses leadership and midterm risks.
Ideas
Romaine Bostick Anchor, Bloomberg 2:02
Policy-driven dollar weakness remains a watch item.
President Trump's comments signaling comfort with a softer dollar, combined with unusual Treasury pricing inquiries that traders interpreted as willingness to defend dollar weakness, have driven the dollar index to its worst single-day drop since April and one of the fastest losses since the 1990s. This creates a policy-driven dollar-weakness setup worth monitoring.
UUP HIGH
Romaine Bostick Anchor, Bloomberg 3:55
Big Tech AI capex scrutiny is key.
Upcoming Big Tech earnings will be judged less on revenue and profitability and more on the amount of money being spent on the AI buildout and whether companies can articulate a return on that investment. The sector is relatively healthy, but AI capex scrutiny is the key earnings risk to monitor.
XLK MSFT TSLA NOW IBM HIGH
Romaine Bostick Anchor, Bloomberg 4:23
Meta faces AI capex return scrutiny.
Meta is a prior example of investor skepticism over AI spending: it sold off about 11% last year after failing to articulate when its AI investment returns would materialize. Its upcoming earnings are a test of whether it can better justify continued AI capex.
META HIGH
Karim Sadjadpour Senior Fellow, Carnegie Endowment for International Peace 18:24
Iran blockade threatens oil supply risk.
The arrival of the USS Abraham Lincoln carrier strike group and a potential Venezuela-style economic blockade of Iran's oil exports could amount to economic strangulation as a prelude to political or military pressure. With roughly 90% of Iran's oil exports going to China, a naval blockade would also create tension with China, making oil supply and geopolitical risk worth monitoring.
WTI MED
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This Bloomberg Markets video, published January 28, 2026, features Romaine Bostick, Karim Sadjadpour discussing UUP, XLK, MSFT, TSLA, NOW, IBM, META, WTI. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Romaine Bostick, Karim Sadjadpour  · Tickers: UUP, XLK, MSFT, TSLA, NOW, IBM, META, WTI