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This is the Bloomberg surveillance podcast I'm Tom Keane, along with Jonathan Farrow

and Lisa Abramowitz join us each day for insight from the best

in economics, geopolitics, finance, and investment.

Subscribe to Bloomberg surveillance on demand, on Apple, Spotify,

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For those of you gloomy, this is the interview of the day.

There have been optimists. They are congenital optimists

and they're also reasoned optimists.

One of them is Neil Duda, he's out of U.S. economic research at Renaissance macro

and has been extraordinary, not over the last three months, six months,

...