Single Best Idea with Tom Keene: Dan Williams & Tiffany Wilding

implicit

NDX

RUT

explicit

Metals

USD

PIMCO 8.5
Asset Manager $2100.00B
Dan Williams 8.0

Single Best Idea with Tom Keene: Dan Williams & Tiffany Wilding | Bloomberg Surveillance

wti

if you do get a resolution, you get energy prices falling Wilding explicitly mentions energy prices falling as part of resolution scenario in Middle East.

3 calls

no reliable edge (random outcomes)

3/25/2026 12:26:08 AM	short term up	5 days later	+7.30%	+7.30%
3/11/2026 3:30:55 PM	short term up	5 days later	+0.50%	+0.50%

yields

Wilding argues bonds provide value and would do better if recession risks increase; host interprets this as yields potentially going 'under 3%, under 2%' which implies downward direction for yields.

Introducing the debate about whether Middle East tensions will be resolved, leading to price up and yield down.

Bloomberg host
Tiffany Wilding

High-quality bonds provide value as safe store of account. If Middle East disruption becomes prolonged and ceasefire doesn't hold, global recessionary risks could increase and bond portfolio would do better.

At same time, if resolution occurs and energy prices fall, headline inflation could move below Fed's 2% target later this year/early 2027, allowing Fed to cut rates back toward neutral.
Highlighting Wilding's statement about yields potentially going under 3%, under 2% as a huge outlier statement worth discussing.

Bloomberg host

SignalTube

markets at a glance