Single Best Idea with Tom Keene: Francois Trahan, Jane Foley, & Nick Colas
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 26 April 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 Francois Trahan and Jane Foley with a special appearance from Nick Colas.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
See omnystudio.com/listener for privacy information.
Transcript
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| 0:00.0 | Bloomberg Audio Studios. |
| 0:04.2 | Podcasts, Radio News. |
| 0:07.0 | A single best idea with a Bonus Today, we do that on a Friday. We do that after an exhausting week. |
| 0:19.0 | Our team just a great set of guests. I think not every day, but maybe two of the five days this week we blew up the show |
| 0:25.2 | not once but twice just trying to keep up with the news flow so what we've got here I'm |
| 0:30.2 | going to be as quick as I can because we got a bonus around at the end. |
| 0:34.0 | And that is the idea of the debate of the Fed into the May 1 meeting. |
| 0:37.5 | Michael McKee in the front row at the Fed meeting. |
| 0:40.1 | We'll be doing the Fed decides. |
| 0:41.5 | Jonathan Farrell, Lisa Bramowitz, they've let me darken the door. That'll be doing the Fed decides. Jonathan Farrell, Lisa Bramowitz, |
| 0:43.0 | they've let me dark on the door, that'll be fun. |
| 0:45.8 | And we're going to do that on May 1. |
| 0:47.5 | But what we framed out this week is a massive debate |
| 0:50.8 | over should they raise rates, which is an outlier lonely debate |
| 0:55.0 | Lindsay Piazza on the other day with single best idea or a lot of people saying |
| 1:00.0 | what are you waiting for cut rates? |
| 1:04.0 | Francisco Tran was iconic at Bear Stearns, wonderful career, |
| 1:08.0 | Truhan macro research, |
| 1:09.0 | and here is Francois Tran on the job market in a Powell behind. |
| 1:14.4 | If you want it to be forward-looking, you should. |
| 1:18.0 | You know, historically the trigger for the |
| 1:23.2 | Fed when inflation is not an issue and it hasn't been in almost 40 years, you know, is to look at the |
... |
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