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Bloomberg Surveillance
Single Best Idea with Tom Keene: Wei Li & Ian Bremmer
Jan 17, 2025
Dive into the complexities of the yield curve and discover its impact on American economic growth. Gain insights into U.S. economic projections for 2025, highlighting fluctuating inflation and political risks. The discussion also shifts to global power dynamics, particularly focusing on China's role in shaping the future. Engaging content that combines finance with international relations keeps listeners on the pulse of current events.
03:38
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Quick takeaways
- Wei Li projects the U.S. economic growth rate at 1.5 percent for 2025, highlighting resilience amid inflation volatility and fiscal policy effects.
- Ian Bremmer emphasizes the geopolitical risks of a new U.S. presidency in a 'GZERO world', reshaping international engagement and competition.
Deep dives
Understanding Economic Growth and Inflation Trends
The podcast discusses insights from Wei Li of BlackRock regarding U.S. economic growth projections, anticipating a real growth rate of approximately 1.5 percent for 2025. This figure, while slightly below consensus expectations, signals a resilient economic landscape with potential for improvement if fiscal policies align favorably. Wei Li also emphasizes the volatility of inflation expectations and its effects on break-even pricing, highlighting the importance of nominal GDP in assessing economic health. By separating real growth from inflation, the discussion underscores a nuanced understanding of economic indicators and their implications for financial decision-making.
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AI-powered
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode