Harvesting Time

Harvesting Time

Alexis Leondis joins with a guide to making the most of this year's investing losses. We also speak with Shuli Ren on Xi Jinping's efforts to have big tech help with common prosperity. Stephen Mihm discusses how export controls have intersected with US foreign policy and how current controls will impact the US and Chinese economies. And Jonathan Levin dissects what Fed speakers will aim to say to the market before the next batch of data and the December 14th FOMC decision.

See omnystudio.com/listener for privacy information.

Avsnitt(102)

Ohio Looks for Answers, Workers Call for Benefits

Ohio Looks for Answers, Workers Call for Benefits

Who owns train cars? Not who you think, according to Bloomberg Opinion's Brooke Sutherland. She joins to explain. Editor Sarah Green Carmichael also joins to talk about giving workers benefits, as opp...

10 Mars 202334min

Data Dependency and the Global Energy Pivot

Data Dependency and the Global Energy Pivot

Opinion columnist John Authers reflects on the week in markets and looks at the Fed's rate hike path. He explains why the phrase "data dependent" carries more meaning than it might seem. Opinion's Dav...

3 Mars 202333min

The Fed Lag and Mortgage Rate Dilemma

The Fed Lag and Mortgage Rate Dilemma

Bloomberg Chief Rates correspondent Garfield Reynolds says the strong start to 2023 might just be a red herring. He joins to break down rate moves and explains what recent eco-data and hawkish Fed mes...

24 Feb 202334min

Fed Hawks Emerge as Inflation Remains Sticky

Fed Hawks Emerge as Inflation Remains Sticky

St. Louis Federal Reserve president James Bullard and head of the Cleveland Fed Loretta Mester roil markets late in the week after suggesting the Fed could raise rates for longer than anticipated. How...

17 Feb 202334min

Should the Fed Cut Rates... and Should You Cut Meat?

Should the Fed Cut Rates... and Should You Cut Meat?

Could we see rate cuts this year? Maybe, says Bloomberg Chief Rates Strategist Garfield Reynolds. But it'll come at a cost. Adani isn't Evergrande - it's worse, according to Bloombrerg Opinion's Shuli...

10 Feb 202334min

Man versus market: Powell and Adani Go it Alone

Man versus market: Powell and Adani Go it Alone

John Authers and Mark Cranfield pick apart the market reaction to Fed Chair Jerome Powell's post-FOMC news conference. They appraise the market's response to what it heard. Indian industrialist Gautam...

3 Feb 202333min

Tanks in Ukraine and China's Reopening

Tanks in Ukraine and China's Reopening

The US and Germany will supply Ukraine with top tier battle tanks. How will it help Ukraine fight against Russian aggression? Retired Navy Admiral and Bloomberg Opinion columnist James Stavridis offer...

27 Jan 202333min

The Fed’s Impact on EM and America’s Drinking Problem

The Fed’s Impact on EM and America’s Drinking Problem

How will rate hikes from the Federal Reserve play out in emerging markets? We get the view from Bloomberg Opinion columnist John Authers. Plus, Garfield Reynolds tells us why fighting the Bank of Japa...

20 Jan 202334min

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