To me, context is about pattern recognition.

It's connecting the dots.

It's giving readers an ability to synthesize

a number of different perspectives

so they can understand how the greater whole works,

because nothing really occurs in isolation anymore.

I'm Tim O'Brien and I'm the senior executive editor at Bloomberg Opinion.

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With us is Ellen Setner, Morgan Stanley, whose research and her team research is really the talk of the industry this morning.

She has been one of caution among others on economic growth.

She reaffirms that sub 2% GDP and the entire Equity's Bonds Currency

Commodity Team at Morgan Stanley adjusts to the locomotive being a little more sub-par

Let's start with how you get in economics from economic growth over to an interest rate call.

How does your interest rate team link those two together?

Well, someone like Matt Hornback,

our global rate strategist has to take into account

all of the global economics teams calls for various monetary

policy movements.

...