Bloomberg Surveillance Single Best Idea with Tom Keene: Dr. Lindsay Newman & Eric Fine
5 snips
Mar 31, 2026 
Eric Fine, an investment pro at VanEck who focuses on emerging markets and commodities. Dr. Lindsay Newman, a geopolitics scholar at King’s College and GZERO Media. They dive into oil pricing oddities and war-driven market dislocations. Discussion covers Operation Epic Fury and shifting Middle East policy. Analysis of EM vs DM dynamics and which commodity-exporting regions stand to win.
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War Created Anomalous Oil Price Disconnect
- War can distort market data and create anomalous price spreads.
- Tom Keene highlighted a rare $10 divergence between generic global oil price and the printed Brent future because futures roll timing amid the war created two prices.
Peacemaker Ambition Versus Forceful Strategy
- Donald Trump's inaugural aim to be a peacemaker contrasts with his administration's forceful posture.
- Lindsay Newman argues he seeks a lasting Middle East peace via a prolonged Operation Epic Fury campaign rather than immediate de-escalation.
Operation Epic Fury As A Strategy To Reorder The Middle East
- The administration may be pursuing durable regional change through force and sustained operations.
- Newman frames the five-week Operation Epic Fury as the mechanism Trump envisions to rewrite Middle East history toward lasting peace.