Bloomberg Surveillance Single Best Idea with Tom Keene: Marc Champion & Michael Purves
Jan 20, 2026
Marc Champion and Michael Purves dive into the complexities of Europe's cohesion amid transatlantic challenges, emphasizing the difficulties in finding common ground influenced by US policies. Champion highlights the critical need for unity in Europe. Meanwhile, Purves provides sharp insights into the recent volatility in Japan's long-term bonds, contrasting it with the steadiness in U.S. rates. The discussion navigates through market dynamics, including significant movements in equities and gold, making for an engaging analysis of current financial landscapes.
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Weekend Glue: Following The Global Zeitgeist
- The team spent the weekend glued to phones following market and geopolitical news.
- Tom Keene recounts colleagues like William Rhodes and Marc Champion publishing essays over the weekend.
Europe’s Cohesion Is Under Strain
- Europe faces a hard test to find a unifying policy response amid current turmoil.
- Marc Champion warns political cohesion is strained despite leaders knowing they must 'hang together.'
Trump Might Be Driving A Trade Split In Europe
- Donald Trump's approach may aim to split the EU, especially on trade.
- Marc Champion suggests trade division could be a deliberate U.S. strategy to weaken EU unity.