tom keene
@tomkeene
bloomberg surveillance. present performance is no guarantee of future job.
Within the Commute: listen on @apple carplay @android auto. on 99.1 FM WDC, 1130 AM NYC and 92.9 FM Boston. and, @SIRIUSXM 121. Then, watch on @YouTube. SUBSCRIBE to Bloomberg Podcasts. 7 to 10 a.m. Economics, Finance, Investment, International Relations. Bloomberg…
As she announces her return to academia, I want to wish the IMF’s First Deputy Managing Director @GitaGopinath all the very best. Gita has been a true trailblazer. Time and time again, she has shown both her intellectual rigour and steadfast leadership.
Toyota is up +8% on the news of a 15% tariff. Why? It's simple. Ford, GM, Tesla, and all the other American manufacturers are going to be paying 50% more for their steel, 50% more for their copper, 25% more for their Canadian production, 25% more for their Mexican production,…
I will be on Bloomberg Radio's Morning Show today at 9:10 AM EDT with hosts Tom Keene & Paul Sweeney to preview upcoming tech sector results. @BloombergRadio @tomkeene @PaulSweeney The show can also be seen simulcast on its YouTube channel at: youtube.com/watch?v=f39oHo…
shout out now w matt luzzetti
On the Japan so called deal (diktat?). Trump can win many fights, but one thing he cannot do is win fights against accounting identities. Trade deals, whatever they do, cannot, as claimed, simultaneously reduce the US current account deficit, and increase net capital flows to the…
The S&P 500's revenue beat rate has been soaring so far this quarter ... right now, at its highest since the second quarter of 2021
tweet of the day toyota out +4.6SD, bond prices lower, yields higher, now eu, yesterday canada. it is ...fluid.
While media attention is rightly focused on the Japan-U.S. trade deal, don't overlook what is happening to the long end of the Japanese bond market where, driven mainly by fiscal concerns, yields continue to climb. With what is a correlated, rather than coordinated, fiscal…
So excited to join the excellent @nytimes team covering China! nytco.com/press/new-corr…
in the very early biggs, california 95917 morning. where american rice began. bloomberg surveillance. SUBSCRIBE to bloomberg podcasts on @YouTube. youtube.com/watch?v=f39oHo…
I like that
no way. has to be Highlander Riggs. There can only be one Highlander.
Rich Hill faced Jamie Moyer Moyer faced Steve Carlton Carlton pitched in the same game as Warren Spahn Spahn faced Satchel Paige Paige was a teammate of Bill Gatewood, who was born in 1881
One reason tariffs haven't affected the stock market more is that they primarily affect the "old economy". GM has $187B in sales but a market cap of just $50B, while Nvidia has $135B in sales and a market cap of $4.1 trillion. GM is much more exposed to tariffs than Nvidia.
Breaking: General Motors' profit shrank 35% last quarter after taking a $1.1 billion tariff hit on.wsj.com/4eXz66U
depends on if vetbill needs to be walked
Did you sleep 3 or 4 hours last night? Or not at all?
tweet of the day
Our beautiful baby girl made her dramatic entrance into this world in the backseat of our @lyft. I am beyond grateful for my doula, Tymaree, who delivered my baby and my husband for thinking quickly. Thank you @people for sharing my birth story! people.com/taylor-riggs-w…
so, baby camry ?
Our beautiful baby girl made her dramatic entrance into this world in the backseat of our @lyft. I am beyond grateful for my doula, Tymaree, who delivered my baby and my husband for thinking quickly. Thank you @people for sharing my birth story! people.com/taylor-riggs-w…
a longer note on @LinkedIn. my must-read for this summer, and more so now is OUR DOLLAR, YOUR PROBLEM. buried in the rogoff footnotes is this 1994 @paulkrugman jewel. foreignaffairs.com/articles/asia/… SUBSCRIBE to @ForeignAffairs.

Yet another reason why the the US trade war is dealing a competitive blow to the rest of the world vs-a-vs China, which should presage a significant increase of Chinese exports to many EMs and advanced countries alike. Year to date, CNY has depreciated against most currencies.…
A little personal update: Today is my first day @TheAtlantic. I'm thrilled to be joining some old friends and meeting some brilliant folks who I've admired from afar. Looking forward to being a part of something special. Send tips!: [email protected]