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Bloomberg Surveillance

Single Best Idea with Tom Keene: Anastasia Amoroso & Wendy Schiller

Bloomberg Surveillance

Bloomberg

Business News, News, Investing, Business

3.81.2K Ratings

🗓️ 25 July 2024

⏱️ 8 minutes

🧾️ Download transcript

Summary

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Anastasia Amoroso & Wendy Schiller.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.

Transcript

Click on a timestamp to play from that location

0:00.0

The Bloomberg Sustainable Business Summit returns to Singapore on July 31st for solutions-driven discussions on unlocking growth in times of increased ESG scrutiny.

0:09.0

Join global business leaders to drive innovation and scale best practices in sustainable

0:13.5

business summit advisors Bangkok bank crazers

0:16.6

property redseat global rge echneider electric star energy geothermal

0:21.8

presenting sponsors standard, the Singapore Economic Development Board.

0:26.0

Learn more at Bloomberg Live.com

0:28.0

slash Sustainable Biz Singapore Bloomberg Audio Studios.

0:34.2

Podcasts, Radio News. Single best idea. Single Best Idea on Apple Podcast, Thank you for your response, getting it out there, trying to get it out each of every day.

0:50.0

Today was simple, a GDP number, and this has been without question the missed call of the last 18 months.

0:59.0

There's worry, there's angst, levels of gloom, a relative, well it's okay but not, and the numbers come in constructive.

1:06.4

The first look at June 30 ending GDP was a stunning 2.8 percent.

1:14.0

Neil Duda out with a terse note afterwards saying things have rapidly changed since June 30.

1:21.5

Neil Duda in the camp, the Fed's got to get on board,

1:24.0

get going cut rates.

1:25.0

But how do you do that with a 2.8 statistic

1:28.0

with a 5.1% nominal GDP?

1:31.0

Anastasia Anemoroso says, look at the information. With I capital,

1:35.8

Anastasia says, the next few weeks matter.

1:39.5

Next week is absolutely pivotal. It is critical, is going to determine the direction of the

1:43.8

market over the next I would say a couple of months. You know if the rest of the

1:47.0

Max 7 complex does actually deliver then maybe we don't need to worry about the

1:51.5

slowdown and some of those earning surprises but if it

...

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