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2日前

Bessent Floats Longer-Term China Truce, Trump - Albanese Meeting Preview

US Treasury Secretary Scott Bessent dangled the possibility of extending a pause of import duties on Chinese goods for longer than three months if China halts its plan for strict new export controls on rare-earth elements. The US and China have agreed to a series of 90-day truces since earlier this year, with the next deadline looming in November. Australian Prime Minister Anthony Albanese is set to have his first sit down in the White House with President Trump next week. The meeting comes as the Trump administration's interest in critical mineral resources has fueled speculation the US government may take stakes in Australian miners as part of a broader strategic relationship. Also key for Albanese is the fate of the Aukus security agreement that the US signed with Australia and the UK in 2021 to counter China's military expansion in the Indo-Pacific region. Central to the deal is a project — expected to cost hundreds of billions of dollars — to help Australia develop a fleet of nuclear-powered submarines. To help us preview the meeting, we speak to Bloomberg's Paul Allen. Plus - Wall Street was lashed with volatility as investors struggled to gauge the scope of trade tensions between the world's two largest economies. Stocks rallied, plunged, then rose anew amid optimism over earnings. As the earnings season got under way, Morgan Stanley and Bank of America Corp. jumped on solid results. We speak to Keith Buchanan, Senior Portfolio Manager at Globalt Investments. See omnystudio.com/listener for privacy information.

2日前

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21 分鐘
3日前

US-China Reignites Trade Tensions, Powell Signals Another Cut

US President Donald Trump said he might stop trade in cooking oil with China, injecting fresh tensions into the relationship between the world's two largest economies. Trump on Tuesday cast the potential move as retaliation against Beijing for its refusal to buy American soybeans, which he said "is an Economically Hostile Act" that is purposefully "causing difficulty for our Soybean Farmers." The benchmark S&P 500 turned negative as Trump's comments re-escalated the conflict with China. Just hours earlier, both Trump and US Trade Representative Jamieson Greer expressed confidence that friction would ease through ongoing trade talks. We get perspective from Sandra Swirski, Founder & CEO of Integer. Plus - Earnings season has just kicked off. A gauge of big banks jumped after solid results from financial giants. Also today, Federal Reserve Chair Jerome Powell signaled the US central bank is on track to deliver another quarter-point interest-rate cut later this month, even as a government shutdown significantly reduces its read on the economy. For more, we turn to Rob Williams, Managing Partner and Chief Investment Strategist at Sage Advisory Services. See omnystudio.com/listener for privacy information.

3日前

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21 分鐘
4日前

Trump and Xi Spark Another Standoff, OpenAI-Broadcom Deal

US President Donald Trump and Chinese leader Xi Jinping's latest tit-for-tat showdown has both countries claiming the ball is now in the other's court, with the clock ticking toward another escalation in import tariffs. Meantime, Treasury Secretary Scott Bessent said Monday that he believes the Trump-Xi meeting "will still be on," noting there had been "substantial communication over the weekend." In the meantime, he expected US-China staff-level meetings this week, along with moves by the Trump administration to mobilize US allies to put pressure on Beijing, while also threatening "straight brute force countermeasures" if Beijing doesn't act. For more on how this impacted the markets, we heard from James Aitken, Aitken Advisors Founder & Managing Partner. He spoke to Bloomberg's Paul Allen at the Citi ANZ Investment Conference. Plus - Wall Street traders lifted stocks as the US and China signaled willingness to keep trade negotiations alive, Middle East tensions cooled while the artificial-intelligence rally powered ahead. Following its worst rout in six months, the S&P 500 jumped 1.6% to extend a bull market that's already added $28 trillion to its value. The benchmark saw its best session since May. A key gauge of chipmakers surged nearly 5%. Broadcom Inc. soared about 10% as OpenAI agreed to buy its custom chips and networking equipment in a multiyear agreement. For more, we spoke to Matthew Tuttle, CEO and CIO of Tuttle Capital Management. See omnystudio.com/listener for privacy information.

4日前

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18 分鐘
5日前

Andrew Ross Sorkin on the Stock Market Crash That Shattered America

Almost everyone is talking about us possibly being in a bubble. Regardless of how AI investment ultimately pan out, there is an incredible amount of retail speculative mania in the air. So, how does this environment compare to past periods of exuberance? On this episode, we speak with Andrew Ross Sorkin, the editor of Dealbook, the co-host of CNBC's Squawk Box, and the author of the new book 1929: Inside the Greatest Crash in Wall Street History--and How It Shattered a Nation. Sorkin, who previously wrote Too Big to Fail (chronicling the Great Financial Crisis of 2008), went into the archives to discover just how in thrall the American public was to the market on the eve of the great crash. We discuss lessons from the time, similarities, and differences. Read more: Companies Overpaying for AI Add to Bubble Risks, Survey Shows Why Circular AI Deals Among OpenAI, Nvidia, AMD Are Raising Eyebrows Only http://Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox each week, plus unlimited access to the site and app. Subscribe at bloomberg.com/subscriptions/oddlots See omnystudio.com/listener for privacy information.

5日前

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40 分鐘
5日前

US Opens Door to China Deal as Trade Spat Drags On

US equity-index futures jumped in early trading and oil rebounded as President Donald Trump's administration signaled openness Sunday to a deal with China to quell fresh trade tensions while also warning that recent export controls announced by Beijing were a major barrier to talks. Vice President JD Vance called on Beijing to "choose the path of reason" in the latest spiraling trade fight between the world's two leading economies, claiming that Trump has more leverage if the fight drags on. Trump later posted a statement that hinted at a possible off-ramp for Chinese President Xi Jinping while issuing a veiled threat that a full trade war would wound China. For more, we spoke to Paul Dobson, Bloomberg's Executive Editor for Asia Markets. Plus - The bull market in US stocks is having its third anniversary on Sunday, but if history is any guide it needs to broaden out soon to keep running. The S&P 500 Index began its current bull run on Oct. 12, 2022, soaring 83% in that time and adding about $28 trillion in market value. While the gain was 88% before Friday's selloff on President Donald Trump's threat of a "massive increase" in tariffs on goods from China, the benchmark's 13% jump over the past 12 months is still twice the average rise in the third year of a bull market, according to CFRA Research. We speak to Frances Stacey, Wealth Manager at Scarlet Oak Financial. See omnystudio.com/listener for privacy information.

5日前

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21 分鐘
3日前

Why Argentina Needs Bailout After Bailout After Bailout

Argentina is getting bailed out again, with $40 billion of help from the Trump administration. Of course, this is a recurring phenomenon for Argentina, and this time it's happening under the free market-oriented Javier Milei, who has slashed spending to bring down inflation. So why is it in trouble again? And why is this such a recurring feature of the Argentine economy? In this episode, we speak with Greg Makoff, the author of Default: The Landmark Court Battle over Argentina's $100 Billion Debt Restructuring. In this conversation, Greg explains the domestic political context for why Argentina hasn't been able to establish a sustainable economic footing. We discuss the legacy of Peronism, Milei's efforts to sharply change course, and the challenge of seeing any economic reform project through to completion, given the pain required get into fiscal balance. Read more:Argentine Bonds Jump on News US Lining Up $40 Billion in AidArgentina Says US Treasury Will Continue to Support Peso Only Bloomberg - Business News, Stock Markets, Finance, Breaking & World News subscribers can get the Odd Lots newsletter in their inbox each week, plus unlimited access to the site and app. Subscribe at bloomberg.com/subscriptions/oddlots See omnystudio.com/listener for privacy information.

3日前

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40 分鐘
1日前

Japan's Concern Over China Rare Earth Curbs, Credit Woes Hit Wall Street

Japan's Finance Minister Katsunobu Kato voiced serious concern over China's latest export controls on rare earths, stressing the importance of coordinated action from Group of Seven nations. "Japan is deeply concerned about these measures," Kato told reporters in Washington on Wednesday, referring to China's latest trade measures. "I called for G-7 nations to unite and respond," Kato said. Kato spoke following a G-7 meeting held on the sidelines of the International Monetary Fund and World Bank annual meetings. Also in Japan, ruling party leader Sanae Takaichi's chances of becoming prime minister strengthened after progress on policy talks with the Japan Innovation Party, with Monday emerging as a deadline for deciding whether the parties form a new coalition. The Liberal Democratic Party and the Osaka-based JIP, also known as Ishin, confirmed they are on the same page on major policy items. But one major sticking point remains in place: reforms on political funding rules. For more perspective, we speak to Shuntaro Takeuchi, Portfolio Manager at Matthews Asia. Plus - Stocks slid, extending a weeklong stretch of volatility on Wall Street, as bad loans at two regional banks stirred concern about credit quality in the economy and further underscored the fragility of the $28 trillion bull market. Following an earlier advance driven by another solid outlook for artificial-intelligence demand, the S&P 500 turned lower as a pair of regional lenders disclosed problems with loans involving allegations of fraud, adding to concern that more cracks are emerging in borrowers' creditworthiness. We turn to Jeff Palma, Head of Multi Asset at Cohen & Steers. See omnystudio.com/listener for privacy information.

1日前

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21 分鐘
2日前

Why the Trump Administration is Now Taking Equity Stakes in American Companies

It's nothing new for the US government to use public money to support private American companies. The Biden administration, via CHIPS and the Inflation Reduction Act, was aggressive about using loans and grants to accelerate US industry. But the Trump administration has been engaged in something more novel: taking direct stakes in US companies like Intel and MP. But what is the legal basis for such action? And what are the advantages and disadvantages of direct equity stakes? On this episode, we speak with Peter Harrell, visiting scholar at the Georgetown Institute of International Economic Law. We discuss the structure of these new arrangements, and the advantages and disadvantages for the government to be a minority shareholder in publicly-traded companies. Read more:Intel Debuts New Technology in Make-or-Break Moment for CEO’s Turnaround BidUS Rare Earths Stocks Jump on Bets Government Will Keep Buying Only Bloomberg - Business News, Stock Markets, Finance, Breaking & World News subscribers can get the Odd Lots newsletter in their inbox each week, plus unlimited access to the site and app. Subscribe at bloomberg.com/subscriptions/oddlots See omnystudio.com/listener for privacy information.

2日前

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47 分鐘
10月10日

Daybreak Weekend: US Bank Earnings, New Energy Summit, Gold’s Future

Bloomberg Daybreak Weekend with Host Nathan Hager take a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to earnings for U.S banks. In the UK – a look ahead to the annual New Energy Finance summit in London. We also focus on a conversation with Citadel CEO Ken Griffin from Citadel’s securities conference on gold. See omnystudio.com/listener for privacy information.

10月10日

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38 分鐘
10月10日

John Ganz on the Era When America Was Consumed by Panic With Corporate Japan

These days, there's a non-stop drumbeat of concern that China and its dominant companies will eat America's economic lunch, so to speak. Of course, this isn't the first time in our history that there were worries about a rising Asian industrial power. In the 1980s and early 1990s, there was a lot of concern about the rise of corporate Japan. And that fear was seen all over movies and pop culture, from Die Hard to the Michael Crichton novel Rising Sun. This time there is one big difference: Chinese dominance doesn't permeate our pop culture in the same way. And furthermore, the US has long had military bases in Japan, so that dimension was quite different, too. To understand this period further, we talk to John Ganz, who writes the Unpopular Front newsletter, and is the author of the recent book, When the Clock Broke: Con Men, Conspiracists, and How America Cracked Up in the Early 1990s. We discuss how this fear came about and disappeared, but also how it still influences American politics to this day.Only Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox — now delivered every weekday — plus unlimited access to the site and app. Subscribe at bloomberg.com/subscriptions/oddlots See omnystudio.com/listener for privacy information.

10月10日

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47 分鐘

Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.

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Listen for today's top stories, with context, in just 15 minutes. Get informed from Bloomberg's 3,000 journalists and analysts.

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Barry Ritholtz speaks with the people that shape markets, investing and business.

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The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF.

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Tariffs, crypto, deregulation, tax cuts, protectionism, are just some of the things back on the table when Donald Trump returns to the Presidency. To help you plan for Trump's singular approach to economics, Bloomberg presents Trumponomics, a weekly podcast focused on the Trump administration's economic policies and plans. Editorial head of government and economics Stephanie Flanders will be joined each week by reporters in Washington D.C. and Wall Street to examine how Trump's policies are shaping the global economy and what on earth is going to happen next.

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Make sense of the world with one essential conversation, every week. Mishal Husain, one of Britain's best interviewers, brings her signature blend of curiosity and tenacity to weekly conversations with world leaders, business titans, and cultural icons, revealing who they really are and how they see the world changing around them. Subscribe today at Bloomberg.com/audio or on Apple Podcasts and Spotify. For annotated transcripts of Mishal's conversations head to Bloomberg.com/latest/weekend-interview

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Bessent Floats Longer-Term China Truce, Trump - Albanese Meeting Preview

US-China Reignites Trade Tensions, Powell Signals Another Cut

Trump and Xi Spark Another Standoff, OpenAI-Broadcom Deal

Andrew Ross Sorkin on the Stock Market Crash That Shattered America

US Opens Door to China Deal as Trade Spat Drags On

Why Argentina Needs Bailout After Bailout After Bailout

Japan's Concern Over China Rare Earth Curbs, Credit Woes Hit Wall Street

Why the Trump Administration is Now Taking Equity Stakes in American Companies

Daybreak Weekend: US Bank Earnings, New Energy Summit, Gold’s Future

John Ganz on the Era When America Was Consumed by Panic With Corporate Japan

Unlock episodes early and listen ad-free.

Eating Steak With Nassim Taleb and Charlie McElligott

Can Bob Brackett Be Stumped About Commodities?

Part 1: The Witness

Silicon Valley Bank Crisis Reverberates Across Wall Street

Surveillance: ECB Hikes 75 Basis Points

Surveillance: Stock Pickering with Emanuel

Lots More With Scarlet Fu and Corey Cantor

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