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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If you look at the percentage of what's bought online, it's still small.

It's about 10% in the U.S. today.

And so I think as more and more people are enlightened to the benefit of

e-commerce Amazon's going to continue to gain share. Exports are important but

certainly they're far more important for Europe than they are for North America.

One of the reasons why I think our economy has been a bit more resilient

is because we're less dependent on experts.

What history basically shows is that as you approach November and as it becomes increasingly clear who's going to win,

markets tend to calm down and they tend to take on a longer time horizon.

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Radio.

Good morning, I'm Michael McKee, along with Tom Keene.

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