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cover of episode Single Best Idea with Tom Keene: Jordan Rochester & Sharon Miller

Single Best Idea with Tom Keene: Jordan Rochester & Sharon Miller

2025/6/2
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Bloomberg Surveillance

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Jordan Rochester: 我认为在地缘政治噪音的背景下,重要的是不要迷失方向,而要关注美元贬值和欧洲国防开支增加等重要趋势。特朗普执政期间的经验告诉我们,太多的噪音容易让人忽略真正重要的交易。欧洲国防开支的增加预示着欧洲经济结构性的改善,如果只关注关税等噪音,就会错过这一趋势。夏季存在事件风险,特别是欧洲可能无法在7月9日截止日期前达成协议,这将迫使欧洲央行在7月降息。G7、北约和欧盟峰会可能达成贸易协议,但欧洲问题仍是关键。

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Jordan Rochester & Sharon Miller.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

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