25本のエピソード

Deeper conversations on the week's most significant developments. Tune in and join in!

Bloomberg Opinion Bloomberg

    • ニュース

Deeper conversations on the week's most significant developments. Tune in and join in!

    Hawkish Rhetoric

    Hawkish Rhetoric

    Markets were faced with streams of hawkish rhetoric this week. In Russia, Vladimir Putin ordered the mobilization of reservists and, again, hinted at nuclear options. In Washington, Fed Chair Jerome Powell, again, signaled the Fed would crush inflation at the expense of growth, and delivered another 75 bps hike. Admiral James Stavridis, Jonathan Levin and John Authers join.
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    • 31分
    Advance and Retreat

    Advance and Retreat

    This week we discuss market maneuvers post-CPI and pre-FOMC with John Authers. Clara Ferreira Marques discusses Putin’s options as domestic criticism emerges and President Xi fails to offer public acknowledgment of, or support for, Putin’s war. And Justin Fox notices a trend in one industry that illuminates changes in the US labor force. 
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    • 31分
    Blackouts Loom

    Blackouts Loom

    The Fed is about to enter its traditional pre-FOMC blackout period, so speakers were plentiful this week. We speak with Conor Sen about whether traders are pricing in the right move in September. Clara Ferreira Marques joins to analyze Vladimir Putin's propaganda agenda via RT. And Shuli Ren considers how China could learn lessons on growth from its Communist neighbor Vietnam.  
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    • 30分
    Leaders Come; Leaders Go

    Leaders Come; Leaders Go

    Adrian Wooldridge joins to explore what a Liz Truss premiership might mean for markets, as she looks set to take over from Boris Johnson as Tory Party leader and British Prime Minister. Clara Ferreira Marques discusses Mikhail Gorbachev’s complicated legacy with Russia’s Vladimir Putin currently at war. One leader staying put and on message is Fed Chair Jerome Powell. We discuss his 2022 Jackson Hole message to markets with Nir Kaissar.  
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    • 31分
    The Fall

    The Fall

    It's all about what the fall will bring. For market participants, Jackson Hole might provide a clue - Jonathan Levin joins on the Fed's glide-path. Leonid Bershidsky discusses the evolution of Russia's war in Ukraine and how Russians who have left, or want to leave, should proceed. Andreas Kluth joins from Berlin on Germany's energy conundrum: should the country delay nuclear exit a fourth time? Should it ration usage in a war economy pose?
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    • 29分
    It's Tightening, Jim, But Not As We Know It

    It's Tightening, Jim, But Not As We Know It

    Marcus Ashworth on another tool central banks are ramping up. Not the PBOC though, which actively eased this week as 2022 GDP growth looks increasingly precarious. Dan Moss joins us. And Jared Dillian on markets, looking towards Jackson Hole and companies digest a new 1 percent buyback tax in the Inflation Reduction Act.
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    • 30分

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