Is This the End of the US Exceptionalism Trade?
For years and years now, there has been one winning trade: Go long the US versus the rest of the world. Thanks to tech dynamism and general pro-growth US macro policies, American assets have far outst...
17 Huhti 202538min
Javier Blas on China's Rare Earths Dominance
Every time there is tension between the US and China, there are stories about China threatening to withhold exports of rare earth metals, which are supposedly crucial for all kinds of advanced technol...
15 Huhti 202530min
What an American Stove Maker Wants You to Know About US Manufacturing
One of the ironies of the tariffs is that, while ostensibly the goal is to reshore US manufacturing, it's actually been US makers of physical goods themselves that have warned about the damage that tr...
14 Huhti 202538min
Introducing: Stock Movers
Check out the new Stock Movers Podcast from Bloomberg. Subscribe for five-minute reports on today's winners and losers in the stock market. Listen on Apple: https://apple.co/4kJ43ON Listen on Spotify:...
13 Huhti 202530s
Jim Chanos on Who's Getting Caught Swimming Naked
In a big bull market, people will overlook a lot. They'll suspend their disbelief. They'll buy into fantastical, unrealistic stories about the future. But when the momentum turns sharply the other way...
12 Huhti 202540min
Lots More on Why Neil Dutta Is Sticking With His Recession Call
On Wednesday, President Trump put a 90-day pause on reciprocal tariffs for every country except China. The market, which had been in a state of deep panic, surged massively on the announcement. But th...
11 Huhti 202512min
Rob Kaplan on How the Fed Will Think about the Tariffs
On Wednesday, Trump pulled back from the brink on most of the reciprocal tariffs announced on April 2. The market surged. But we're still in an extraordinarily challenging moment. We have new across-t...
10 Huhti 202532min
Viktor Shvets on Trump's Historical, Revolutionary Moves
How should we make sense of the Trump tariffs? They've been terrible for the stock market, obviously. Small businesses seem to hate them. Energy companies aren't fans either. US manufacturers are talk...
9 Huhti 202530min
