Bloomberg Surveillance Single Best Idea with Tom Keene: David Malpass & Amanda Lynam
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Jul 16, 2025 Engaging conversations bring forth controversial insights that challenge conventional thinking. The discussion navigates the evolving landscape of globalization, spotlighting how countries increasingly depend on foreign energy. Topics also include the intricacies of corporate finance, addressing credit risk and innovative investment strategies. Listeners gain valuable perspectives on how economic fluctuations impact business operations. This dynamic interplay of ideas makes for a thought-provoking experience.
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Future of Global Economy
- David Malpass foresees a future market-based global economy with more domestic production.
- He notes a trend away from blind globalization toward balanced, informed outsourcing and domestic manufacturing.
Rethinking Globalization Risks
- David Malpass highlights risks in globalization where countries overly depend on risky foreign sources.
- Germany sourcing energy from Soviet Union and overreliance on China are cited as major mistakes.
Market Comfort and Corporate Margins
- Amanda Lynam explains tighter credit spreads show more comfort with credit risk in markets.
- She emphasizes watching corporate margins and layoffs to gauge economic activity amid uncertainty.