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

In this episode, we feature conversations with Wendy Schiller & Frances Donald.

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- David Bianco, DWS Chief Investment Officer: Americas
- Adrienne Yih, Barclays Senior Analyst: E-Commerce & Brand Retailing
- Noel Dixon, State Street Global Markets Senior Macro Strategist

David Bianco of DWS believes markets will likely be volatile over the coming year, but "probably still upwards." Adrienne Yih of Barclays says the retail winners right now are giving back real value to consumers. Noel Dixon of State Street thinks the dollar will continue to grind higher going into next year.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 25th, 2024

Featuring:

• Ian Lyngen, Head of US Rates at BMO Capital Markets, talks about the outlook for US rates and Treasury yields as President-elect Trump builds out his cabinet
• Frances Donald, Chief Economist at RBC, on the K-shaped economy and why the US can't have its cake and eat it too
• Bill Lee, Chief Economist at the Milken Institute, discusses the impact of US tariffs on China
• Lisa Mateo on newspapers

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