Bloomberg Surveillance Single Best Idea with Tom Keene: Stephanie Roth & Libby Cantrill
Jul 22, 2025
The discussion starts with an optimistic outlook for the economy, predicting a boost in travel demand and consumer spending in the coming quarters. Experts analyze current sluggish conditions and refine economic forecasts while considering tariff impacts. Moving to the political landscape, they explore expected fiscal stimulus effects on GDP and the easing of tariff tensions. They also dive into the sentiments of working-class Americans, highlighting how rising living costs are shaping voter priorities ahead of the 2026 elections.
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Episode notes
Beat Summer Doldrums Proactively
- Avoid summer doldrums by focusing on reading and productive conversations.
- Use summer heat time to engage with ideas and seminars, like Ken Rogoff’s upcoming event.
Economy Improving Post-Tariffs
- Stephanie Roth sees Q3 as okay and Q4 improving due to absorbing tariff impacts and improved travel demand.
- Fiscal stimulus in 2026 is expected to boost GDP by around 40 basis points, enhancing economic growth.
Economic Challenges Fuel Politics
- Stephanie Roth notes many working Americans felt left behind, fueling political upheaval.
- Addressing cost of living remains critical as kitchen table issues continue influencing voters.
