Bloomberg Audio Studios, podcasts, radio News.
I said, not once but twice today to Paul Sweeney, my head is spinning. My head is spinning. It's single best idea, and it's just the cacophony of news and the themes and the grind of keeping up with this as we all are doing at Bloomberg News. A team is doing a great job of bringing in an eclectic set of voices, and I get the feeling their heads
are spinning just as well. What a week in the markets or recovery year, as we are taping a continued lift of the markets off quiescent or benign inflation, retail sales in two days will be a good state of the consumer. Remember that's a nominal top line number. It's a little different than inflation adjusted economic data. A Heritage
interview today with John Lipski. He is iconic with an American international relations in economics affiliated always with this Stanford of course at JP Morgan Economics and his public service to the International Monetary Fund on China. On the US, John Lipsky.
The rest of the world is still obviously has to take important account of what the world's largest economy is doing, especially since it seems intent on altering at the very least, if not disrupting, the institutional frameworks that were created largely with the support of the United States. The rest of the world is continuing to trade. In other words, for example, within Asia, the growth of interregional trade continues to outstrip
that of trade with the between regions. Especially in the US. Also, trade and services has continued to grow rapidly, and our trade policies that have caused so much upset have exclusively looked at trade in goods. But it's trades and services that forms part of the most interesting opportunity for the global economy.
John Lipski now with the Johns Hopkins University. A number of equity people with us today. Kelly Cox, thank you so much. Julian Emmanuel was scintillating with Evercore Isi. He remains committed to a bull market within the battle of the American economy. Brian Belski in Brian has been a confirmed bull. He was heated in the trade wars of I think three weeks ago, four weeks ago. My head spinning again on that. We had him in for a revisit.
He's with BEMO Capital Markets. Brian Belski, I'm passive and active management.
Following me is one of the greatest stock pickers ever at Nancy Tangler. I'm a great friend of mine and I think we're entering into this period of stock picking and it means matter and you need to have a lot of experience doing that. Number one. Number two, I've said this for a long time now, for at least ten plus years, that the mag seven or the big
cap tech stocks are the new consumer staples. If you go back to the nineties, we went to liquidity and where there was consistency and maybe maybe their business models are changing.
A little bit.
We're going to see that in Google clearly. But I think the consistency of the of the revenue growth going forward and the liquidity that it offers investors, that's why you have to own some of these names.
Brian Bielski emo capital Markets. He reaffirms an optimism of participating in the equity markets. I can't say enough about YouTube, the international distribution in the American interest. Thank you so much for that, And of course, and a commute across the nation and Android Auto an Apple car play. Good morning on Sirius XM is well on our podcast out at Apple, out of spot Ify, on YouTube podcasts, this is single best idea