Bloomberg Surveillance Single Best Idea with Tom Keene: John Lipsky & Brian Belski
May 13, 2025
Dive into the latest market trends as experts unravel the intricate ties between inflation, retail sales, and consumer behavior. Discover how the U.S. economy shapes global trade, especially the rising influence of Asian markets. Gain insights into stock picking strategies in a tech-dominated landscape and explore innovative tools that can propel business growth internationally. This conversation is packed with valuable perspectives on navigating today’s complex economic environment.
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Episode notes
Global Economy Beyond Trade Wars
- The global economy continues to adapt despite changes in U.S. trade policies that focus mainly on goods.
- Growth in interregional trade within Asia and trade in services shows opportunities beyond traditional goods trade.
Advice on Stock Picking Importance
- Investors should engage in stock picking as it becomes critical again in the market.
- Gaining experience in stock picking is essential for making informed investment decisions.
Tech Stocks as New Staples
- Big-cap tech stocks like the MAG-7 are becoming the new consumer staples due to revenue consistency.
- Investors value their liquidity and stable growth despite some changing business models.