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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The economy and the markets can move themselves apart and don't always move in the

same direction, but from a feed on the ground economy perspective

things are okay right now.

And it will take another 18 months of 200,000 a month in non-farm payroll raises

before we see anything like a big jump in wage growth that you'd see

it all employment.

Companies who don't have a clear purpose in life and don't execute well obviously vanish

and they vanish faster than they used to because people

can see the lack of performance more quickly than they used to.

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Good morning everyone, Michael McKee and Tom Key,

in Bloomberg surveillance.

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