Bloomberg Surveillance Single Best Idea with Tom Keene: Jordan Rochester & Sharon Miller
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Jun 2, 2025 Dive into the complexities of the current financial landscape as experts reflect on economic uncertainties. Discover how a weaker dollar influences market conditions and hear intriguing anecdotes from the field. The conversation also delves into de-dollarization and evolving European defense spending amid geopolitical tensions. Additionally, the resilience of U.S. small businesses takes center stage, highlighting the significance of data-driven insights over sensationalism. Don't miss the latest trends, particularly in the auto sector!
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Navigating Market Uncertainty
- The first business day of June was unusually uncertain, but they pieced the day together live.
- Highlighting the value of real-time analysis in volatile market conditions.
Fisher and Economist Rivalries
- Olivier Blanchard shared stories of Stanley Fisher's academic interactions illuminating economist rivalries.
- Samuleson once threw chalk at Fisher; Blanchard noted Modigliani was even more intense.
De-dollarization and Europe Growth
- De-dollarization is a major, ongoing structural trade to watch beyond noise from political headlines.
- Europe's increasing defense spending supports growth expectations despite event risks this summer.