Single Best Idea with Tom Keene: Geoffrey Yu & Keith Cowing
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 6 June 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 Geoffrey Yu & Keith Cowing.
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 | Join global business leaders and investors at the Bloomberg Sustainable Business Summit, returning to Singapore on July 31st. |
| 0:09.0 | Take part in solutions driven discussions on how to drive business value and unlock opportunity |
| 0:14.8 | while remaining nimble in times of change and greater ESG accountability. |
| 0:19.5 | Learn more at Bloomberg Live.com slash sustainablebiz Singapore. That's Bloomberg Live. Live.com-Sustainable-biz Singapore. |
| 0:24.0 | That's Bloomberg Live.com-Sustainable-Biz Singapore. |
| 0:28.6 | Bloomberg Audio Studios. |
| 0:34.0 | Podcasts, Radio News. Single Best Idea, |
| 0:45.0 | Idea, usually six minutes long. |
| 0:46.5 | We want to fit it in as something you can listen to around your other longer |
| 0:50.7 | podcast like David Gura and the big take among others but today we could do a three |
| 0:56.8 | hour single best idea the news flow today was absolutely extraordinary in all my |
| 1:02.3 | years of doing this, |
| 1:04.0 | the number of stories, the coverage, |
| 1:06.8 | the video tied into our radio product |
| 1:10.2 | was just absolutely extraordinary. |
| 1:12.2 | We're not gonna touch it all today, but we'll try to get there. |
| 1:16.0 | The ECB today cut their interest rate. They put out, it's very different than when the Fed puts out their headlines, the feds are fewer headlines, more obtuse. |
| 1:27.7 | The ECB wants to tell you everything in their headline dump. |
| 1:31.7 | So they told us everything, including inflation and GDP forecasts, and then |
| 1:36.5 | Christine Lagarde us to get up and reinterpret it. The euro was pretty stable, but within |
| 1:42.1 | it was inflation that refuses to come down, maybe 2026, in a far more |
| 1:48.8 | tepid growth. |
... |
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