Avsnitt
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On today's episode, Asia markets are cautious after equity market weakness in the US due to uncertainty around President Donald Trump's next trade war salvo. We speak to Olivier d'Assier, Head of Investment Decision Research, APAC at SimCorp.
Plus, we take you to the world of digital currencies. Earlier today, President Trump reiterated support for stablecoin legislation, saying it will help expand the dollar's dominance. We speak to Peter Chung, Head of Research at Presto ResearchSee omnystudio.com/listener for privacy information.
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On today's episode, we explore the fallout of the Federal Reserve and the Bank of Japan decisions. The Fed held rates steady today. We speak to Mark Cranfield, Bloomberg MLIV Strategist.
Plus- The Federal Reserve Chair Jerome Powell cited the potential for the impact of tariffs on inflation to be “transitory.” The jump in stocks, the biggest for any Fed day since July, follows a bruising four-week stretch in which the S&P 500 slid into a correction. We speak to Jamie Cox, Managing Partner at Harris Financial Group.
See omnystudio.com/listener for privacy information.
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Saknas det avsnitt?
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On today's episode, Peter McGuire, CEO at Trading.com Australia, gives us his outlook on what to expect from the Federal Reserve's decision tomorrow.
Plus, the US equity market declined on signs investors are reducing exposure to US risk assets. We explore that with Rob Williams, Chief Investment Strategist at Sage Advisory.See omnystudio.com/listener for privacy information.
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On today's episode, Asian stocks rose, driven by optimism about China's economy and US data that eased recession concerns and renewed bets on Chinese tech companies. We speak to Mark Konyn, Chief Investment Officer at AIA Group.
Plus- US stocks closed higher in the Monday session -- despite weakness in some tech mega caps. For a look at the markets, we speak to Eric Sterner, Chief Investment Officer at Apollon Wealth Management.
See omnystudio.com/listener for privacy information.
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On today's episode, we discuss China's plan to revive consumption by boosting people's incomes. That is according to the official Xinhua News Agency. This is part of Beijing's plan that adds to recent pledges by the government to support demand in an economy threatened by President Donald Trump’s tariffs. We speak to Paul Dobson, Bloomberg's Executive Editor for Asia Markets
Plus we take a look at how Trump's trade salvo will shape US markets with Joy Yang, Head of Index Product Management & Marketing at MarketVector Indexes.See omnystudio.com/listener for privacy information.
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Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week.
In the US – a preview of next week’s Fed decision and earnings from FedEx. In the UK – a preview of Morgan Stanley’s European Financials Conference. In Asia – a preview of Tencent earnings and the next BOJ decision.See omnystudio.com/listener for privacy information.
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On today's episode, we track the trading action following the S&P 500 entering correction as President Trump's trade war escalates. We speak with Mary Nicola, Bloomberg MLIV Strategist in Singapore.
Plus, a look at how Trump's policies on trade shape global markets. We speak to Sandi Bragar, Chief Client Officer at AspiriantSee omnystudio.com/listener for privacy information.
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On today's episode, we explore what's driving outflows from Asian markets as a global trade war accelerates. Vivek Subramanyam, Founder and CEO of TH Global Capital, joins the program from London. Plus - reaction to a cooler-than-forecast US inflation print that helped Wall Street rebound from two days of heavy losses linked to tariff concerns. We speak with Burns McKinney, Managing Director & Senior Portfolio Manager at NFJ Investment Group.
See omnystudio.com/listener for privacy information.
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On today's episode, we break down the latest messaging from the Bank of Japan with Paul Jackson, Asia Economy Editor for Bloomberg News in Tokyo. Plus - a discussion on the latest round of tariffs from the Trump Administration with Michele Martin, President of Prosperity, the wealth management arm of EisnerAmper.
See omnystudio.com/listener for privacy information.
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On today's episode, we track the trading action in Asia following a selloff in the US that wiped out more than $1 trillion in market value. We speak with Ben Harburg, Founder and Portfolio Manager at CoreValues Alpha. Plus - a look at how fears around recession risks and trade policy have catalyzed the rout in global equities. We hear from Scott Ladner, Chief Investment Officer at Horizon Investments.
See omnystudio.com/listener for privacy information.
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On today's episode, we get reaction to Chinese CPI and PPI data for the month of February with Chi Lo, APAC Senior Market Strategist at BNP Paribas Asset Management. Plus - we discuss the latest headlines on US President Donald Trump's sweeping tariff efforts. We speak with George Schultze, Founder and CEO at Schultze Asset Management.
See omnystudio.com/listener for privacy information.
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Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week.
In the US – a preview of U.S CPI and PPI data, along with earnings from Oracle and Adobe. In the UK – a preview of European Central Bank Chief Christine Lagarde addressing central bankers. In Asia – a recap of China’s NPC and outlook for its’ economy.See omnystudio.com/listener for privacy information.
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On today's episode, we get reaction to US President Donald Trump exempting Mexican and Canadian goods covered by the North American trade agreement known as USMCA from his 25% tariffs, offering major reprieves to the US’s two largest trading partners.
Bank of America CEO Brian Moynihan speaks exclusively to Bloomberg's Shery Ahn in Tokyo. Plus - a conversation with Carin Pai, Executive Vice President and Head of Portfolio Management at Fiduciary Trust International.See omnystudio.com/listener for privacy information.
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On today’s episode, a look at the path forward for the Chinese economy as Beijing shifts its economic focus from investment-led growth to consumption-led growth, with Premier Li Qiang declaring “vigorously boosting consumption” as the top priority in 2025. We speak with Katia Dmitrieva, Asia Economy Reporter for Bloomberg News. Plus - we discuss what’s next for monetary policy in the US ahead of Friday’s jobs report. We’re joined by George Cipolloni, Portfolio Manager at Penn Mutual Asset Management.
See omnystudio.com/listener for privacy information.
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On today's episode, we preview the Chinese Communist Party's 'Two Sessions' meetings and the impact they may have on the country's economy with Shehzad Qazi, COO and Managing Director at China Beige Book International. Plus - with US President Donald Trump's long-awaited tariffs set to take effect, we take a look at the broader market landscape with Patrick Kennedy, Founding Partner at AllSource Investment Management.
See omnystudio.com/listener for privacy information.
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On today's episode, markets are starting the week with another geopolitical one-two punch as European leaders pledge to increase defense spending and assemble what Britain called a “coalition of the willing” to secure Ukraine.
Meantime, Asian stocks opened higher, unswayed by President Trump preparing to slap long-promised tariffs on Canada, Mexico and China. We speak to Mark Cudmore, Bloomberg MLIV Strategist in Singapore.
Plus - we take look at how recent US eco data will shape up the playbook for the rest of 2025. We hear from Todd Walsh, CEO and Chief Technical Analyst, Alpha Cubed InvestmentsSee omnystudio.com/listener for privacy information.
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Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week.
In the US – a preview of the February jobs report and a look at earnings from Macys and Gap. In the UK – a preview of the 'Special European Council.' In Asia – a look ahead to economic data in Australia, and a discussion on China’s tech rally.See omnystudio.com/listener for privacy information.
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On today's episode, Taiwan Vice Premier Cheng Li-chiun shares her thoughts on bilateral relations with the US in an exclusive conversation with Bloomberg's Annabelle Droulers. Annabelle joins from Taipei to discuss the conversation.
Plus - a chat on tariffs and tech with Adam Coons, Chief Investment Officer at Winthrop Capital Management.See omnystudio.com/listener for privacy information.
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On today's episode, we break down earnings from Nvidia amid concerns about slowing spending on AI technology and the potential impact of US tariffs. We speak with Angelo Zino, Vice President of Equity Research at CFRA. Plus - a look at how Chinese tech stocks are offering investors an alternative to the Magnificent Seven. Shuli Ren, Bloomberg Opinion Columnist, joins us from Hong Kong.
See omnystudio.com/listener for privacy information.
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On today’s episode, we preview Q4 earnings from Nvidia with Daniel Newman, CEO at the Futurum Group. Plus - a look at the broader market outlook with Daniel Lam, Head of Equity Strategy at Standard Chartered Wealth Solutions.
See omnystudio.com/listener for privacy information.
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