Bloomberg Surveillance Single Best Idea with Tom Keene: Terry Haines & Lori Calvasina
Aug 19, 2025
Discover the transformative power of industrial AI and how it can streamline business connections. Dive into the escalating geopolitical tensions between Europe and Russia, emphasizing Europe's critical role amid shifting power dynamics. Gain insights from mid-cap companies, showcasing their streamlined business models and market relevance. The discussion also highlights the significance of collaboration in financial analysis, providing a comprehensive view of current economic strategies.
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20th-Century Frames Mislead Geopolitics
- Tom Keene and Terry Haines argue 20th-century Cold War frames mislead current geopolitics analysis.
- They say Europe and China, not a US-Russia bipolarity, will determine outcomes around Russia and security guarantees.
China's Leverage Over Russia
- Haines highlights China's pivotal role because Russia functions as a client state in his view.
- He argues Europe's willingness to enforce sanctions or provide security will decide the conflict's direction.
Russia's Strategic Loss And European Levers
- Haines asserts Russia has already suffered a functional loss if it didn't achieve most war aims.
- He sees sanctions escalation or meaningful European security guarantees as the main levers left.