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Bloomberg Surveillance

Single Best Idea with Tom Keene: Kenneth Rogoff

Bloomberg Surveillance

Bloomberg

Business News, News, Investing, Business

3.81.2K Ratings

🗓️ 14 May 2025

⏱️ 5 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 a conversation with Harvard professor Kenneth Rogoff.

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

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0:05.2

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0:33.5

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0:39.6

Bloomberg Audio Studios.

0:42.5

Podcasts, Radio News.

0:51.1

What an interesting day in the market. It's quiet economic day.

0:52.4

I get retail sales tomorrow.

0:53.7

The CPI was yesterday, but in it is a shocking two-day lift in the markets, quiet economic day. We get retail sales tomorrow. The CPI was

0:54.5

yesterday, but in it is a shocking two-day lift in the markets and even green on the screen here

0:59.9

this morning. We'll see how we end up through the day in the stock market. We celebrated last week

1:07.0

Rick Atkinson with us, the second volume of his American Revolution. That's a book of the

1:12.9

summer. I had to go with two books of the summer because Ken Rogoff is out with our dollar,

1:18.4

your problem, call it my economic book of the summer, hugely focused on the dollar. And of course,

1:25.2

our worries about debt and deficit. dollar your problem our debt and your

1:32.3

problem here is ken rogoff if you believe that it's going to stay on the higher side as i do

1:39.4

you know debt is very high and it does gradually push up interest rates.

1:45.4

The whole world, for better or for worse, is remilitarizing.

...

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