Bloomberg Surveillance Single Best Idea with Tom Keene: Henrietta Treyz & Ron Josey
Nov 17, 2025
Henrietta Treyz, a strategic advisor at Veda Partners and expert on U.S. political and economic dynamics, delves into the implications of a government shutdown on presidential priorities. She highlights how such events redirect focus internationally while predicting a renewed emphasis on economic matters as new data emerges. Additionally, Treyz discusses the unexpected longevity and productivity of older server technology, suggesting that these systems are still driving value, reshaping trends in tech investments.
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International Focus Over Domestic Politics
- The president prioritized international issues over domestic matters during the shutdown period.
- Henrietta Treyz expects an upcoming shift back to economic focus as fresh data arrives.
Watch Who Claims The Economic Mantle
- Watch who in the Republican conference emphasizes the economy to gauge future leadership.
- Use upcoming BLS and agency data to refocus investment and policy expectations.
Servers Stay Productive Longer
- Older servers and chips remain heavily utilized and still generate revenue.
- Henrietta Treyz notes useful lifespans have lengthened to roughly five to six years from shorter cycles years ago.