Standoff

Standoff

Market participants will be on the alert for signs President Xi Jinping's Covid-zero policy might be nearing the end of its shelf-life when Xi addresses the 20th National Congress of the CPC this weekend. The chip war between the US and China ramped up this week with more restrictions from the US on Chinese semiconductor companies. Another hot CPI reading whipsaws markets. And David Fickling discusses food insecurity. John Authers, Shuli Ren, Tim Culpan and David Fickling join.

See omnystudio.com/listener for privacy information.

Episoder(102)

Buffett Beware

Buffett Beware

We take a look at market short-covering and recap the Midterms. We also consider the hackneyed label: "The Next Warren Buffett." Cam Crise, Jonathan Bernstein, and Justin Fox join.See omnystudio.com/l...

18 Nov 202230min

Electoral Incentives

Electoral Incentives

As Midterm results trickle in, a deeply divided Congress is taking shape. Inter-party divides are also on display. Bloomberg Opinion's Jonathan Bernstein discusses the challenges the next Congress wil...

15 Nov 202217min

Inflation slows, a Red Wave wrinkles

Inflation slows, a Red Wave wrinkles

Inflation slows, for now. Where will markets and the Fed go from here? And where exactly was the red wave? Are more permanent voting blocks forming? We explore those questions with Bloomberg Opinion's...

11 Nov 202229min

The Red Ripple

The Red Ripple

The balance of power in Washington is yet to be decided days after the Midterm elections. That's not what Republicans thought would happen as Election Day approached. Bloomberg Opinion's Jonathan Bern...

10 Nov 202214min

It's the Economy, Stupid... or is it?

It's the Economy, Stupid... or is it?

The Fed raises rates yet again. No surprise there, but its forward guidance was. And how much are Republicans and Democrats actually thinking about the economy when they head to the polls Tuesday? Jon...

3 Nov 202230min

Radicalism on the Ballot

Radicalism on the Ballot

We preview the 2022 Midterm Elections. What's at stake at the local, state and Federal levels? And how is radicalism driving voters to the polls? Jonathan Bernstein joins.See omnystudio.com/listener f...

2 Nov 202214min

The Global Investment Pivot

The Global Investment Pivot

Investors are closely monitoring a Fed pivot, but there's another pivot they should have their eyes on: leadership turnover in China and the UK. Shuli Ren and Adrian Wooldrige on those stories. And Al...

27 Okt 202231min

Difficult Decisions Ahead

Difficult Decisions Ahead

New UK Prime Minister Rishi Sunak will soon put forth his economic plan. Will it bring the stability the nation yearns for? Bloomberg Opinion's Adrian Wooldridge joins.See omnystudio.com/listener for ...

26 Okt 202212min

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