To me, context is about pattern recognition.

It's connecting the dots.

It's giving readers an ability to synthesize

a number of different perspectives

so they can understand how the greater whole works,

because nothing really occurs in isolation anymore.

I'm Tim O'Brien and I'm the senior executive editor at Bloomberg Opinion.

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is Bloomberg Surveillance.

I am a modestly foolish near term, but I'm bearish into immediate term.

I expect the S&P to decline to a low double digit percentage this year. I think if we're going to take long dollar... the

S&P to decline to a low double digit percentage this year. I think the euro is the way to go right now,

short the euro long the dollar.

I don't think inflation is too low.

The public doesn't care that core PCE inflation is 1.4%.

They're oblivious to it.

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