Single Best Idea with Tom Keene: John Stoltzfus & Jay Bryson

Single Best Idea with Tom Keene: John Stoltzfus & Jay Bryson

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

In this episode, we feature conversations with John Stoltzfus & Jay Bryson.

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

See omnystudio.com/listener for privacy information.

Avsnitt(4020)

9am-10am ET: Fels, Wheeler & Juckes

9am-10am ET: Fels, Wheeler & Juckes

As Mario Draghi holds a news conference to explain why the ECB cut rates, we get instant analysis from PIMCO's Joachim Fels, Atlantic Equities' Chris Wheeler and Societe Generale's Kit Juckes. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

10 Mars 201642min

Juckes: QE has done a lot for asset prices but not demand

Juckes: QE has done a lot for asset prices but not demand

Societe Generale's Kit Juckes says quantitative easing has boosted asset prices a lot, but has done little for aggregate demand. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

10 Mars 201611min

Wheeler: there will be more bank consolidation in the periphery

Wheeler: there will be more bank consolidation in the periphery

Atlantic Equities' Chris Wheeler discusses the impact of the ECB's policy on the financial system. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

10 Mars 201611min

Fels: ECB needs to ease more

Fels: ECB needs to ease more

PIMCO's Joachim Fels says the ECB should loosen policy further to kickstart Europe's economy. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

10 Mars 20168min

Fels: there are constraints on lending in Europe

Fels: there are constraints on lending in Europe

PIMCO's Joachim Fels says the main constraint on lending in Europe is the requirement for banks to hold more capital. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

10 Mars 201612min

8am-9am ET: Gartman & Brown

8am-9am ET: Gartman & Brown

Gartman Letter Editor Dennis Gartman previews Mario Draghi's news conference, while Mitsubishi UFJ's Brendan Brown reacts to the ECB President's comments. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

10 Mars 201642min

Draghi: measures can spill over to FX markets

Draghi: measures can spill over to FX markets

ECB President Mario Draghi admits that central bank policies can have spillover effects. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

10 Mars 201611min

Draghi: I don't anticipate more rate cuts

Draghi: I don't anticipate more rate cuts

ECB President Mario Draghi says that downside risks have increased, but he doesn't plan to cut rates again after the move today. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

10 Mars 201611min

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