• Tracking the Yen's Impact on BOJ Policy
    Feb 21 2025

    On today's episode, we look at how recent movement in the Yen may impact the Bank of Japan's approach to rate strategy with Mary Nicola, Bloomberg MLIV Strategist in Singapore. Plus - a look at how disappointing earnings from Walmart rattled investors after retail sales data signaled an abrupt pullback by US consumers. We hear from Vance Howard, CEO and Portfolio Manager at Howard Capital Management.

    See omnystudio.com/listener for privacy information.

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    19 mins
  • The Impact of Tariff Threats on China
    Feb 20 2025

    On today's episode, we examine how the threat of US tariffs on China may impact the world's second largest economy. We speak with Jenni Marsh, Greater China Eco-Gov Team Leader in Hong Kong. Plus - reaction to minutes from the FOMC's January meeting from Eric Lynch, Managing Director at Scharf Investments.

    See omnystudio.com/listener for privacy information.

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    17 mins
  • Examining China's Recent Tech Rally
    Feb 19 2025

    On today's episode, we look at the forces driving China's recent tech rally with Jason Lui, Head of APAC Equity & Derivative Strategy at BNP Paribas. Plus - a discussion on how a newly proposed round of tariffs from US President Donald Trump may move global markets with Jim Thorne, Chief Market Strategist at Wellington-Altus Private Wealth.

    See omnystudio.com/listener for privacy information.

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    22 mins
  • China's Xi Voices Support For Private Sector
    Feb 18 2025

    Featuring:

    • Hao Hong, Chief Economist at Grow Investment Group
    • Ecaterina Bigos, CIO for Asia ex-Japan Core Investments at AXA Investment Managers

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    15 mins
  • US, Russia to Meet on Ukraine; Markets Cautious Amid Global Trade Tensions
    Feb 17 2025

    On today's episode, Bloomberg's Michael Heath discusses the latest on planned discussions between Russia and the United States to bring an end to the Russia-Ukraine War. Fred Neumann, Chief Asia Economist at HSBC, shares his market outlook amid boiling global trade tensions. Plus - German Chancellor Olaf Scholz sits down with Bloomberg to discuss tariffs. He speaks with Stephanie Flanders, Head of Economics and Government for Bloomberg News.

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    17 mins
  • Daybreak Weekend: Housing Data, German Elections, Alibaba Earnings
    Feb 14 2025

    Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week.

    • In the US – a look at U.S housing data and earnings from the EV maker Rivian.
    • In the UK – a look at upcoming German elections.
    • In Asia – a look ahead to earnings from Alibaba and economic data in South Korea.

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    37 mins
  • US Tariff Delay Boosts Global Market Sentiment
    Feb 14 2025

    On today’s episode, we wrap up the trading week with the latest tariff news out of the United States.

    We speak with Helen Zhu, Managing Partner and Chief Investment Officer at NF Trinity in Hong Kong, and David Chao, Global Market Strategist, APAC, at Invesco from Singapore.

    See omnystudio.com/listener for privacy information.

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    20 mins
  • APAC Reacts to Hot US CPI Print; Honda & Nissan Earnings
    Feb 13 2025

    On today's episode, we get reaction to a higher-than-expected US inflation print from Michael Green, Portfolio Manager and Chief Strategist at Simplify Asset Management. Plus - a preview of earnings from Nissan and Honda with James Hong, Head of Asia Autos at Macquarie Capital.

    See omnystudio.com/listener for privacy information.

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    21 mins