Bloomberg Surveillance Single Best Idea with Tom Keene: Angela Stent & Jonathan Hill
12 snips
Aug 11, 2025 The discussion delves into the advertising hurdles that small businesses face and the advantages of using Amazon Ads. Geopolitical tensions are highlighted as the U.S. president and the Russian leader prepare to meet, set against a backdrop of economic uncertainty. Additionally, the conversation touches on inflation trends, exploring the prospect of a 4% rate and its implications for the fixed income market. Innovations in cancer treatment from Siemens and GSK also make an appearance, showcasing the intersection of technology and healthcare.
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Quiet August, Yet Heated Policy Climate
- Tom Keene observes August was expected to be quiet but markets and geopolitics are unusually heated.
- He links the unexpected heat to swift shifts in economics and international relations.
Surprise Summit Risks Poor Preparation
- Angela Stent warns the summit appears unplanned and lacks experienced diplomatic preparation.
- She fears President Trump may attend without full backing or understanding of Putin's aims.
This Week Focuses On Inflation And The Fed
- Tom Keene flags upcoming PPI, retail sales, and Chair Powell's Jackson Hole appearance as pivotal.
- He frames the week as crucial for price signals and monetary policy direction.
