4 • 1.1K Ratings
🗓️ 12 August 2025
⏱️ 7 minutes
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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Rebecca Patterson & Ira Jersey.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
See omnystudio.com/listener for privacy information.
Click on a timestamp to play from that location
0:00.0 | Hi, I'm Lisa Mateo, introducing you to the new Stockmovers report from Bloomberg. |
0:08.6 | These are short audio reports, five minutes or less, delivered right to your podcast feed throughout the day. |
0:15.2 | Stockmovers fills you in on the day's winners and losers on Wall Street and tells you about the news and data that's |
0:21.0 | driving those gains and losses. If you want to stay plugged into the stock market, but don't |
0:25.9 | want to spend all day watching tickers scroll across your screen, then Stock Movers is a place for you |
0:32.0 | to get informed. Listen a couple times throughout the day to find out what's moving equities and why. |
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0:44.4 | Get the latest stock news and data backed by reporting from Bloomberg's 3,000 journalists and analysts across the globe. |
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1:14.5 | Bloomberg Audio Studios, Podcasts Radio News. Single best idea post-CPI. That's what we do. We'll have PPI on Thursday and onto retail |
1:20.4 | sales. Everybody hanging on this. And of course, I love what Neil Dutte called it, |
1:24.0 | the tariff derangement syndrome. And we'll have to see just all the cross currents |
1:30.1 | that are going on. We had a lot of good conversations. Constance Hunter of EIU got us through the |
1:36.1 | inflation report, Jason Furman out on Twitter from Harvard with his wonderful four annualized |
1:42.7 | statistics, one month, three months, six month, |
1:45.5 | 12 months, and on and on. I saw 28 different flavors of where we're heading on inflation. |
1:51.9 | I'll let you decide. We started strong with Rebecca Patterson from the Council on Foreign Relations. |
1:58.2 | She talked about regime change. |
2:03.4 | I think we're in a new regime for inflation. |
2:06.0 | I think we're in a new regime for bond yields. |
2:12.6 | So if the economy slows a lot, which Constance was talking about right before me, |
2:16.7 | if the economy slows enough, that's going to help pull inflation down. |
... |
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