On today's episode, we explore what's driving outflows from Asian markets as a global trade war accelerates. Vivek Subramanyam, Founder and CEO of TH Global Capital, joins the program from London. Plus - reaction to a cooler-than-forecast US inflation print that helped Wall Street rebound from two days of heavy losses linked to tariff concerns. We speak with Burns McKinney, Managing Director & Senior Portfolio Manager at NFJ Investment Group. See omnystudio.com/listener for privacy informati...
Mar 13, 2025•19 min
On today's episode, we break down the latest messaging from the Bank of Japan with Paul Jackson, Asia Economy Editor for Bloomberg News in Tokyo. Plus - a discussion on the latest round of tariffs from the Trump Administration with Michele Martin, President of Prosperity, the wealth management arm of EisnerAmper. See omnystudio.com/listener for privacy information.
Mar 12, 2025•19 min
On today's episode, we track the trading action in Asia following a selloff in the US that wiped out more than $1 trillion in market value. We speak with Ben Harburg, Founder and Portfolio Manager at CoreValues Alpha. Plus - a look at how fears around recession risks and trade policy have catalyzed the rout in global equities. We hear from Scott Ladner, Chief Investment Officer at Horizon Investments. See omnystudio.com/listener for privacy information....
Mar 11, 2025•19 min
On today's episode, we get reaction to Chinese CPI and PPI data for the month of February with Chi Lo, APAC Senior Market Strategist at BNP Paribas Asset Management. Plus - we discuss the latest headlines on US President Donald Trump's sweeping tariff efforts. We speak with George Schultze, Founder and CEO at Schultze Asset Management. See omnystudio.com/listener for privacy information.
Mar 10, 2025•21 min
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 preview of U.S CPI and PPI data, along with earnings from Oracle and Adobe. In the UK – a preview of European Central Bank Chief Christine Lagarde addressing central bankers. In Asia – a recap of China’s NPC and outlook for its’ economy. See omnystudio.com/listener for privacy information....
Mar 07, 2025•39 min
On today's episode, we get reaction to US President Donald Trump exempting Mexican and Canadian goods covered by the North American trade agreement known as USMCA from his 25% tariffs, offering major reprieves to the US’s two largest trading partners. Bank of America CEO Brian Moynihan speaks exclusively to Bloomberg's Shery Ahn in Tokyo. Plus - a conversation with Carin Pai, Executive Vice President and Head of Portfolio Management at Fiduciary Trust International. See omnystudio.com/listener f...
Mar 07, 2025•24 min
On today’s episode, a look at the path forward for the Chinese economy as Beijing shifts its economic focus from investment-led growth to consumption-led growth, with Premier Li Qiang declaring “vigorously boosting consumption” as the top priority in 2025. We speak with Katia Dmitrieva, Asia Economy Reporter for Bloomberg News. Plus - we discuss what’s next for monetary policy in the US ahead of Friday’s jobs report. We’re joined by George Cipolloni, Portfolio Manager at Penn Mutual Asset Manage...
Mar 06, 2025•21 min
On today's episode, we preview the Chinese Communist Party's 'Two Sessions' meetings and the impact they may have on the country's economy with Shehzad Qazi, COO and Managing Director at China Beige Book International. Plus - with US President Donald Trump's long-awaited tariffs set to take effect, we take a look at the broader market landscape with Patrick Kennedy, Founding Partner at AllSource Investment Management. See omnystudio.com/listener for privacy information....
Mar 04, 2025•17 min
On today's episode, markets are starting the week with another geopolitical one-two punch as European leaders pledge to increase defense spending and assemble what Britain called a “coalition of the willing” to secure Ukraine. Meantime, Asian stocks opened higher, unswayed by President Trump preparing to slap long-promised tariffs on Canada, Mexico and China. We speak to Mark Cudmore, Bloomberg MLIV Strategist in Singapore. Plus - we take look at how recent US eco data will shape up the playbook...
Mar 03, 2025•20 min
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 preview of the February jobs report and a look at earnings from Macys and Gap. In the UK – a preview of the 'Special European Council.' In Asia – a look ahead to economic data in Australia, and a discussion on China’s tech rally. See omnystudio.com/listener for privacy information....
Feb 28, 2025•39 min
On today's episode, Taiwan Vice Premier Cheng Li-chiun shares her thoughts on bilateral relations with the US in an exclusive conversation with Bloomberg's Annabelle Droulers. Annabelle joins from Taipei to discuss the conversation. Plus - a chat on tariffs and tech with Adam Coons, Chief Investment Officer at Winthrop Capital Management. See omnystudio.com/listener for privacy information.
Feb 28, 2025•18 min
On today's episode, we break down earnings from Nvidia amid concerns about slowing spending on AI technology and the potential impact of US tariffs. We speak with Angelo Zino, Vice President of Equity Research at CFRA. Plus - a look at how Chinese tech stocks are offering investors an alternative to the Magnificent Seven. Shuli Ren, Bloomberg Opinion Columnist, joins us from Hong Kong. See omnystudio.com/listener for privacy information.
Feb 27, 2025•19 min
On today’s episode, we preview Q4 earnings from Nvidia with Daniel Newman, CEO at the Futurum Group. Plus - a look at the broader market outlook with Daniel Lam, Head of Equity Strategy at Standard Chartered Wealth Solutions. See omnystudio.com/listener for privacy information.
Feb 26, 2025•17 min
On today's episode, reaction to the Bank of Korea's decision to cut its policy rate with Katia Dmitrieva, Asia Economy Reporter for Bloomberg News in Hong Kong. Plus - the latest on Donald Trump's tariff threats and the prospects of an end to the Russia-Ukraine War. We speak with Rebecca Walser, President at Walser Wealth Management. See omnystudio.com/listener for privacy information.
Feb 25, 2025•19 min
On today's episode, we preview tomorrow's Bank of Korea rate decision, as well as the trading week ahead with Garfield Reynolds, Bloomberg's Markets Live team lead in Sydney. Plus - a busy week ahead in the States with PCE inflation data and earnings from Nvidia. We speak with Chuck Cumello, President and CEO at Essex Financial Services. See omnystudio.com/listener for privacy information.
Feb 24, 2025•20 min
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 preview of preview PCE, and personal spending data, and Nvidia earnings. In the UK – a preview of the next G20 summit. In Asia – a look at the evolving relationship between Washington and Beijing. See omnystudio.com/listener for privacy information.
Feb 21, 2025•39 min
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....
Feb 21, 2025•19 min
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.
Feb 20, 2025•17 min
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.
Feb 19, 2025•22 min
Featuring: Hao Hong, Chief Economist at Grow Investment Group Ecaterina Bigos, CIO for Asia ex-Japan Core Investments at AXA Investment Managers See omnystudio.com/listener for privacy information.
Feb 18, 2025•15 min
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. See omnystudio.com/listener for privacy information....
Feb 17, 2025•17 min
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. See omnystudio.com/listener for privacy information.
Feb 14, 2025•37 min
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.
Feb 14, 2025•20 min
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.
Feb 13, 2025•21 min
On today's episode, we examine the landscape for EM investing with Ben Luk, Senior Multi Asset Strategist at State Street Global Markets. Plus - a look at Federal Reserve Chair Jerome Powell's first day of testimony in Washington ahead of Wednesday's US CPI print with Adam Turnquist, Chief Technical Strategist at LPL Financial. See omnystudio.com/listener for privacy information.
Feb 12, 2025•19 min
On today's episode, reaction to the US imposing a 25% blanket tariff on steel and aluminum imports with Joe Deaux, Metals and Mining Reporter for Bloomberg News. We also examine the state of China's AI industry with Taosha Wang, Portfolio Manager at Fidelity International. Plus - a look at the broader market landscape with Brian Krawez, President at Scharf Investments. See omnystudio.com/listener for privacy information.
Feb 11, 2025•20 min
On today's episode, we explore President Donald Trump's plan to announce 25% tariffs on all imports of steel and aluminum, applying to metal imports from all countries. We speak with Brian Fowler, Bloomberg News Senior Editor in Tokyo. Plus - a look at how recent eco data will play into fiscal policy with Shams Afzal, Managing Director at the Carnegie Investment Counsel. See omnystudio.com/listener for privacy information.
Feb 10, 2025•19 min
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 CPI and Retail sales data, along with quarterly earnings from McDonalds. In the UK – a look at a summit on artificial intelligence taking place in Paris. In Asia – a look at the potential fallout of Donald Trump's trade war with China. See omnystudio.com/listener for privacy information....
Feb 07, 2025•39 min
On today's episode, we recap a busy trading week in the APAC region with Mary Nicola, Bloomberg MLIV Strategist in Singapore. We also take a look at Amazon's earnings with Arun Sundaram, Vice President of Equity Research at CFRA. Plus - a preview of the January US jobs report with Keith Buchanan, Partner and Senior Portfolio Manager at Globalt Investments. See omnystudio.com/listener for privacy information.
Feb 07, 2025•24 min
On today's episode, we examine how this week's US tariffs on China are weighing on global equities. We speak with Stephanie Leung, Chief Investment Officer at StashAway. Plus - a look at the broader investment landscape with Zachary Hill, Head of Portfolio Management at Horizon Investments. See omnystudio.com/listener for privacy information.
Feb 06, 2025•19 min
