Bloomberg Surveillance Single Best Idea with Tom Keene: Isabelle Mateos y Lago & Francisco Blanch
Jun 10, 2025
Dive into family wealth management and investment strategies, particularly through the lens of Dallas family offices. Discover how unique experiences at Texas Ranger games can influence financial decisions. Shift gears to explore Europe's changing trade strategies, especially in relation to the U.S., and the burgeoning partnerships with the UK and India. Uncover current trends in the oil and gold markets, while considering the growing impact of emerging markets on commodity demand.
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Europe's Trade Shift Insight
- Europe initially believed free trade with the US would increase trade and economic benefits.
- Recent weeks have shown the US tariffs may remain high, prompting Europe to diversify trade partners like the UK, India, and CPTPP.
Commodities Outlook and Drivers
- Commodity prices, led by oil, have generally fallen cyclically.
- The end of shale growth and rising demand in emerging markets like India and Africa will drive a future commodity bull market.