Bloomberg Opinion
Get wide-ranging commentary on the latest in business, economics and politics on the Bloomberg Opinion podcast.
Episodes
Introducing 'Here's Why' - Complex News Stories Explained
Listen to the 'Here's Why' podcast: - on Apple: https://apple.co/3Lg3RGn - on Spotify: https://spoti.fi/3LiIX9q - or Anywhere: https://bit.ly/3xYsHHy. Each episode of 'Here's Why' uses experts at Bloomberg to explain one news story in just a few minutes.See omnystudio.com/listener for privacy information.
Airline Mergers and Restaurant Loyalty
We explore airline mergers, COVID boosters, and the impact of generational wealth. We also discuss how loyal customers are to their favorite restaurants. Columnists FD Flam, Brooke Sutherland, Allison Schrager, and Bobby Ghosh join. Amy Morris hosts.See omnystudio.com/listener for privacy information.
Fossil Fuel Use and Drug Development
We take a closer look at fossil fuels, cancer drug development, and the pros and cons of buying American. Plus, just how dangerous are hair straighteners for your health? We explore it all with the Bloomberg Opinion team. Columnists Lara Williams, Romesh Ratnesar, Lisa Jarvis, and FD Flam join. Amy Morris hosts.See omnystudio.com/listener for privacy information.
AI, Critical Thinking, Ultra-Processed Foods
Artificial intelligence threatens jobs, but will it enable people to think critically? We explore that topic, along with vaccines, housing, and the negative health effects of ultra-processed foods. Bloomberg Opinion columnists Allison Schrager, Lisa Jarvis, Conor Sen, and Bobby Ghosh join. Amy Morris hosts.See omnystudio.com/listener for privacy information.
Eco Sentiment and Food Experiments
We dig into economic sentiment and consumer spending in the US, reliance on science during the pandemic, and experimenting with food. Columnists Conor Sen, Faye Flam, Jonathan Levin, and Howard Chua-Eoan join. Amy Morris hosts.See omnystudio.com/listener for privacy information.
Trust in Science, Politics, and Taylor Swift
Taylor Swift's Eras Tour confronts the climate crisis - what can she and others do to take action. We discuss that story, science reliability, trust in government, and the fiscal apocalypse. Columnists Lara Williams, Faye Flam, Clive Crook, and Kathryn Edwards join. Amy Morris hosts.See omnystudio.com/listener for privacy information.
Credit Card Penalties and EV Subsidies
We discuss whether credit card penalties are ethical, and whether they should be legal. We also examine electric vehicle subsidies, Donald Trump's take on healthcare, and the intelligence of rats. We speak with Bloomberg Opinion columnists Erin Lowry, Frank Wilkinson, Chris Bryant, and Faye Flam. Amy Morris hosts.See omnystudio.com/listener for privacy information.
Generic Drugs and Marijuana Legislation
We examine the effectiveness of generic drugs and over-the-counter decongestions, and how COVID anxiety is still in the minds of many Americans to this day. Also, would passing marijuana legislation be useful to President Biden's re-election campaign? Bloomberg Opinion's Jonathan Bernstein thinks so. He joins us, along with columnists Rachel Rosenthal, FD Flam, and Lisa Jarvis. Amy Morris hosts.Se
Remote Work and Senate Practices
We examine remote work and its impact on women, families, and office spaces, and also discuss the state of the Senate. Columnists Betsey Stevenson, Jonathan Bernstein, Beth Kowitt, and Justin Fox join. Amy Morris hosts.See omnystudio.com/listener for privacy information.
2% Inflation and Small Business Outlook
We discuss the effect of inflation on small businesses and restaurants, and how soon the US will reach 2%. Also, we dig into generational economic anxiety. Bloomberg Opinion's Jonathan Levin, Jessica Karl, Erin Lowry, and Justin Fox join. Amy Morris hosts.See omnystudio.com/listener for privacy information.
Introducing: Bloomberg Hot Pursuit!
Matt Miller and Hannah Elliott have a new podcast focused on cars. Listen for drive reviews, news updates and dealership details from auto industry insiders. If you like this episode, download more and subscribe on Apple, Spotify or anywhere you get your podcasts. Apple: http://apple.co/4935eTf Spotify: http://spoti.fi/3MaWkJT Anywhere: http://bit.ly/3QqrPC2 See omnystudio.com/
Worker Relocation and eSports in the Olympics
We explore the worker exodus from major cities, weight loss drugs, and developing America's risk-takers. We also dig into a debate around eSports - should it be an Olympic sport? Bloomberg Opinion's Adam Minter thinks so. Adam Minter joins us, as do Bloomberg Opinion columnists Conor Sen, Lisa Jarvis, and Allison Schrager. Amy Morris hosts.See omnystudio.com/listener for privacy information.
COVID Data Findings and the Impact of Teleheatlh
We examine some key topics in the healthcare space, from the effectiveness of telehealth, to the ineffectiveness of recent vaccine rollouts and some COVID-19 prevention strategies. We also talk about the latest developments in working-from-home. Bloomberg Opinion columnist Sarah Green Carmichael, Justin Fox, Lisa Jarvis, and F D Flam join the discussion. Amy Morris hosts.See omnystudio.com/listene
Laundry's Effect on Climate Change; Traffic Cameras Saving Lives
Scientists say climate change is accelerating, but their voices are getting drowned out. Might using the drier while doing laundry be counterintuitive, or helpful, in slowing climate change. We also dig into the effectiveness of traffic cameras and Gen Z's relationship with live sports. Lara Williams, David Fickling, Justin Fox, and Adam Minter join. Amy Morris hosts. Transcript: 00:01Speake
The Latest Vaccine Rollout and Science Celebrities
We discuss work-from-home myths, the latest vaccine rollout, and science celebrity culture. We also dig into why women are a neglected asset in the inflation fight. Columnists Claudia Sahm, Sarah Green Carmichael, Lisa Jarvis, and FD Flam join.See omnystudio.com/listener for privacy information.
Child Care Costs and a Glimmer of Hope for Housing
This week, we discuss child care affordability and legislation. We also examine the causes of natural disasters, a dysfunctional housing market, and biking to work. We're joined by Bloomberg Opinion's Sarah Green Carmichael, Conor Sen, Lara Williams, and Justin Fox. Amy Morris hosts.See omnystudio.com/listener for privacy information.
Labor Fights and the Miami Tech Boom... or Bust?
We discuss the state of labor in the US, the outlook for the GOP and Democrats, Miami's potential tech boom, and genetics and AI. Columnists Betsey Stevenson, Jonathan Bernstein, Lisa Jarvis, and Jonathan Levin join. Amy Morris hosts.See omnystudio.com/listener for privacy information.
Being Black in America and Damp Eco Sentiment
We discuss why Americans are pessimistic on the economy despite a drop in inflation. We also dig into Moderna and vaccines, climate change's relationship with farming, and being black in America. Claudia Sahm, Justin Fox, Lara Williams, and Lisa Jarvis join. Lisa Mateo hosts.See omnystudio.com/listener for privacy information.
Hurricanes, Housing, and Tipping
We talk Hurricanes, manufactured homes, and the relationship between weight loss drugs and alcohol. Bloomberg Opinion columnists David Fickling, Jonathan Levin, and Lisa Jarvis join for those discussions. We also talk tipping with editor Bobby Ghosh. Amy Morris hosts.See omnystudio.com/listener for privacy information.
INTRODUCING: Bloomberg News Now
Bloomberg News Now is a comprehensive audio report on today's top stories. Listen for the latest news, whenever you want it, covering global business stories around the world. Listen and Subscribe on: Apple: apple.co/3Eyz9EX Spotify: spoti.fi/45IG5LR Anywhere: bit.ly/460OMka See omnystudio.com/listener for privacy information.
Climate and the Economy
We dig into a variety of climate-related topics with the Bloomberg Opinion team. Columnist Claudia Sahm explains how the heat is dragging on economic productivity. Opinion's Liam Denning raises the alarm on how the wildfires in Hawaii can affect communities across America. F.D. Flam discusses how fossil fuels are threatening baby penguins, and editor Jessica Karl joins to wrap Opinion's commentary
UPS and the Fed and Wind 'Turbinegeddon'
UPS has a message for the Federal Reserve, says Bloomberg Opinion's Conor Sen, and he tell us the Fed should listen. What is wind "turbinegeddon," and why is it a troubling climate omen? Bloomberg's Chris Bryant joins us to explain. We also explore why even wealthy Americans are anxious about money with Bloomberg's Allison Schrager. And can an electric vehicle be a muscle car? Bloomberg's Bobby Gh
COVID, Alcohol Consumption, and Childcare Costs
What to make of the recent COVID uptick? Bloomberg Opinion editor Brooke Sample talks about the possible responses to the recent rebound. Columnists Kathryn Edwards and Lisa Jarvis also join us, discussing childcare costs as well as alcohol consumption> We also explore the expensive office lunch with Allison Schrager. Amy Morris hosts.See omnystudio.com/listener for privacy information.
The GOP and Polls and a Postpartum Breakthorugh
How much attention should voters pay to Donald Trump's huge lead in the GOP primary polls? Bloomberg Opinion columnist Jonathan Bernstein says not too much. He joins to explain. Opinion's Faye Flam also provides some political analysis, as it relates to Robert F. Kennedy Jr., vaccines, and conspiracy. Columnist Lisa Jarvis joins to discuss the potential benefits of a postpartum depression pill, an
An Unlikely College Sports Marriage and Emergency Nest Eggs
Bloomberg Opinion Adam Minter says as student athletes generate billions of dollars for universities and now earn money themselves, a marriage of college sports and private equity makes sense. He joins to explain. Columnist Faye Flam talks about outrage currency and how Robert F. Kennedy Jr. is cashing in. And we also welcome Allison Schrager and Merryn Somerset Webb, who discuss emergency savings
Donald Trump, Manhattan Real Estate, and Taylor Swift
Bloomberg Opinion's Jonathan Bernstein joins to talk about the GOP and Donald Trump in the wake of his latest indictment. We also discuss the nation's hottest real estate market: Manhattan. Columnist Justin Fox has the details on that story. Erin Lowry and Jonathan Levin join, talking about the value of a college education and Taylor Swift. Amy Morris hosts.See omnystudio.com/listener for privacy
Human Rights in El Salvador and Race in Hiring
Bloomberg Opinion's Eduardo Porter discusses El Salvador's controversial iron fist policy that raises complicated questions about democracy. Columnist Lisa Jarvis says, if you never got COVID, thank you genes. She joins to explain. Kathryn Edwards says assertions of racial bias against white men are not supported by unemployment data. And Faye Flam joins to talk about rising temperatures. Hosted b
GOP House Conflicts and San Francisco in Crisis
How much longer can Kevin McCarthy appease House members and is a government shutdown inevitable? Jonathan Bernstein joins to discuss the latest in DC. Bloomberg's Sarah Green Carmichael joins to talk about Shopify's approach to meetings and whether other corporations should consider how often, and how long, they meet. Opinion's Justin Fox discusses the similarities and differences between Detroit
Arctic Drilling and Cricket in the US
Drilling in the Arctic is like drilling on the moon, according to columnist Liam Denning, who joins us again to talk about his findings on his trip north. Closer to the equator, it's much hotter, and Opinion's Andrea Felsted discusses where folks are going amid the summer travel season. Columnists Faye Flam breaks down the danger of aspartame, and Bobby Ghosh tells us whether he thinks a new crick
BONUS EPISODE: Student Loan Supreme Court Fallout
After the Supreme Court threw out President Biden's plan to cut student loan debt, more than 40 million people are preparing to resume payments on their debt. And it's not just former students who could feel the pain. The broader economy could also take a hit. Bloomberg's Denise Pellegrini has details in this special report. See omnystudio.com/listener for privacy information.
Lehman II and Remembering Richard Ravitch
Are we staring down "Lehman II?" In a way, yes, according to Bloomberg Opinion's Chris Bryant. He joins to explain. We also dig into the UK's climate miss with columnist Lara Williams, and Opinion's Brooke Sutherland joins to talk about AI's impact on manufacturing. And Allison Schrager discusses her column on Richard Ravitch. Amy Morris hosts.See omnystudio.com/listener for privacy information.
The GOP and Hunter Biden and Roe One Year Later
We explore the GOP's focus on Hunter Biden and the political implications of their investigations. Bloomberg Opinion's Jonathan Bernstein joins. Columnist Lisa Jarvis joins to discuss the impact of overturning Roe v. Wade one year later. Columnists Conor Sen and Justin Fox also discuss their columns on stagflation and work productivity. Amy Morris hosts.See omnystudio.com/listener for privacy info
Alibaba's Shakeup and Rethinking College
Bloomberg Opinion's Tim Culpan analyzes Alibaba's leadership change and outlook for the company, as well as the overall economic picture in China. Economist Kathryn Edwards also joins to discuss her Opinion column about inequality in the US. Editor Romesh Ratnesar discusses the value of a college education and why some students are choosing not to attend. And columnist Faye Flam breaks down the im
A Fed Pause and an Arctic Army
A Fed pause, a travel boom, and an army on top of the world. We dig into those stories and more on this week's episode of Bloomberg Opinion. Columnists Jonathan Levin, Liam Denning, Rachel Rosenthal, and Brooke Sutherland join to discuss. Amy Morris hosts.See omnystudio.com/listener for privacy information.
NEW PODCAST: Bloomberg Talks
Get today’s top interviews from Bloomberg News on the NEW Bloomberg Talks podcast. On Apple: apple.co/45Oio52 On Spotify: spoti.fi/3NdBTM7 On Stitcher: bit.ly/45MmtGW Anywhere: bit.ly/3oODwaOSee omnystudio.com/listener for privacy information.
EVs and Climate Change and the Paparazzi Economy
We discuss the effectiveness of electric vehicles on climate change goals with Romesh Ratnesar of Bloomberg Opinion, and also dig into the exodus from New York City with columnist Justin Fox. Opinion's Lisa Jarvis joins to talk about social media's affect on adolescent mental health, and columnist Allison Schrager discusses the new paparazzi economy. Amy Morris hosts.See omnystudio.com/listener fo
Airline Mergers and Health Worker Concerns
We explore airline mergers and regulation with Bloomberg Opinion's Brooke Sutherland. We also talk about the shortage of nurses and the concern in the UK over doctors. Editor Rachel Rosenthal and columnist Therese Raphael join for those discussions. We also talk about unemployment insurance with Bloomberg's Kathryn Edwards. Amy Morris hosts.See omnystudio.com/listener for privacy information.
GOP Urban Deserts and Ghost Kitchens
Bloomberg Opinion columnist Jonathan Bernstein joins the show to discuss Republican disinterest in appealing to America's urban regions. Lisa Jarvis, columnist with Bloomberg Opinion, discusses the FDA liberating the Opill. Lara Williams joins to talk about protecting lions to save the climate. And where did ghost kitchens go? Opinion's Leticia Miranda tells us they're a phenomenon of pandemic's p
Biden's Fed Pick Miss and Lowering the Voting Age
This week, we dig into President Biden's nomination of Adriana Kugler for the Fed's Board of Governors. Bloomberg Opinion columnist Allison Schrager says the president's made a mistake. Opinion's Jonathan Bernstein also joins, critiquing Vivek Ramaswamy's plan to raise the voting age. We also discuss life as a middle manager in corporate America with Sarah Green Carmichael, and discuss why plastic
Consumers Cruise as AI Looms over Labor
Bloomberg Opinion columnist Jonathan Levin parses through cruise data and says it presents further evidence that consumers are resilient. Conor Sen with Bloomberg Opinion also joins to discuss the threat artificial intelligence poses to jobs. Lisa Jarvis explains the health risks of loneliness and columnist Leonid Bershidsky also joins to talk about the war in Ukraine and Vladimir Putin's ambition
The Price of Bank Runs and the Value of Twitter Blue
Bloomberg Opinion columnist Paul Davies says although JPMorgan's rescue of First Republic calmed markets for a brief moment, regulators should consider how the costs of such a move could ripple through the economy. Opinion's Lisa Jarvis joins to discuss the weight loss drug race. We also consider the implications for America's democracy if we do in fact see a Biden-Trump rematch with columnist Cli
The Cure to Bank Runs and the AM Radio Quagmire
How do you stop bank runs? Bloomberg Opinion's Paul Davies says the less banks, the less runs. We also discuss the US housing market and childcare in America. Bloomberg Opinion's Conor Sen and Kathryn Edwards say, respectively, both are broken. And Opinion columnist Liam Denning also joins, explaining why electric vehicles are a threat to AM Radio. Amy Morris hosts.See omnystudio.com/listener for
Fed Disunity and the Mifepristone Court Battle
Is Fed disunity coming at just the wrong time? Bloomberg Opinion's Jonathan Levin talks about the Fed dissent and how it could affect inflation in the US. Opinion's Lisa Jarvis says the recent ruling on mifepristone is a threat not only to women's health, but also pharmaceutical innovation. Bloomberg Opinion editor Sarah Green Carmichael critiques complicated hiring practices, and columnist Lara W
Will Americans Push Back on Inflation, and Farmers on America First?
Bloomberg Opinion columnist Chris Bryant says we're all being too passive on inflation. What action can consumers take? He joins to explain. Opinion's Adam Minter also joins, discussing how protectionism negatively impacts farmers. Frank Wilkinson and Conor Sen also talk about their recent columns, "Tennessee Gun Politics Are Warped by Racism" and "Major League Baseball’s Revolution Has Just Begun
Biden's Missed Oil Opportunity and CDC Mistrust
President Biden promised to refill the Strategic Petroleum Reserve when oil prices reached a certain threshold. It hit that level, and Biden flinched. Now, he'll pay for it, says Liam Denning, columnist with Bloomberg Opinion. Liam joins us alongside columnists Justin Fox, Faye Flam, and Beth Kowitt. With the Bloomberg Opinion team, we examine New York City's COVID rebound, the CDC's attempt to re
A Netanyahu Pivot and Federal Spending Lessons
Israeli Prime Minister Benjamin Netanyahu pivots from his controversial judiciary proposal in the face of mass protests. Opinion columnist Bobby Ghosh discusses the questions it raises about Israel's democracy. Bloomberg's Allison Schrager and Timothy Lavin also join. Allison talks about how rising rates are making us re-examine federal spending, and Lavin explains why the expensive government sem
Gen Z Workers and America's Needed Real Estate Bust
Columnist Conor Sen describes the real estate bust that America's suburbs need. Justin Fox is looking for the labor force's missing Gen Z workers. Beth Kowitt explains how abortion politics put Walgreens in a no-win situation. Jonathan Bernstein asks 'will the GOP stick by Trump' Hosted by Amy Morris. See omnystudio.com/listener for privacy information.
In Search of the New SVB and the Future of Cancer Drugs
Opinion columnist Tim Culpan joins the program to discuss the future of startups and venture capitalists who found a home in Silicon Valley Bank. Lisa Jarvis with Bloomberg Opinion digs into the Pfizer-Seagen deal, exploring the possibilities for cancer drug development. Opinion's Jonathan Bernstein also joins, weighing the future of the Republican Party should former President Trump be indicted.
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 opposed to raises. And Opinion columnist Alexis Leondis talks about the mortgage lender lie, while Lara Williams discusses ocean health.See omnystudio.com/listener for privacy information.
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 David Fickling describes the unintended consequences of Russia's war in Ukraine as it relates to energy. And columnist Shuli Ren previews China's National People's Congress.See omnystudio.com/listener fo
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 messaging might mean for the US economy. Opinion's Tim Culpan discusses the exploding interest in ChatGPT and outlines the risks of artificial intelligence developed in China. Columnist Alexis Leondis al
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 does the rate hike path affect investing strategies? Bloomberg Chief Rates correspondent Garfield Reynolds discusses what this week’s market moves mean for investors and breaks down recent bond marke
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 Ren. We discuss what's next for Gautam Adani. We also explore meat alternatives with Opinion columnist Stephen Mihm.See omnystudio.com/listener for privacy information.
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 Adani found himself at the mercy of the market this week too. Shuli Ren explains Adani's predicament and what any permanent damage may mean for India's growth trajectory. See omnystudio.com/listener
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 offers his outlook. Bloomberg Executive Editor for Asia Markets Paul Dobson also joins to discuss the push and pull between US and Asian markets. In this episode, we also cover the political instability in
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 Japan could be a losing bet. And Justin Fox weighs in on the post-pandemic drinking binge that just won't end. Listen to the latest Bloomberg Opinion podcast for fresh takes on these and other stories in
House on Fire
Republicans elected a House Speaker. Although Kevin McCarthy seems secure in the role, for now, Bloomberg Opinion columnist Jonathan Bernstein believes there's more instability to come. And Bloomberg's John Liu examines China's geopolitical and economic risks.See omnystudio.com/listener for privacy information.
China's COVID Pivot and Speakership Stagnation
Shuli Ren discusses returning home amid China's reopening and the devastating effects of zero-COVID. John Authers breaks down market risks, as they relate to inflation, the Fed, and DC gridlock. And Tim Culpan weighs Twitter's future.See omnystudio.com/listener for privacy information.
The Best of Bloomberg Opinion
Join us as we wrap the top stories we covered this year. Philosopher Volodymyr Yermolenko breaks down Ukrainian and Russian identities and post-war questions. Clara Ferreira Marques remembers Mikhail Gorbachev. David Fickling examines the world's bread baskets, and Cambridge professor Helen Thompson discusses the new world order.See omnystudio.com/listener for privacy information.
Not So Negative Anymore
Global reaction to the Bank of Japan's decision to tweak its yield curve control mechanism with Marcus Ashworth and Paul Dobson. Jonathan Bernstein wraps up the year in politics. And Bobby Ghosh joins to discuss the lessons the 2022 World Cup had to teach us.See omnystudio.com/listener for privacy information.
Match of the Day
Jonathan Levin and John Authers join to discuss the Fed’s response to the inflation outlook for 2023 and beyond: fairly unanimous until it’s not. The market, too, a player in this game. David Fickling joins to discuss fusion, how it works (now that it does) and what’s to be done with that “BFD”, in the phrasing for Energy Secretary Granholm.See omnystudio.com/listener for privacy information.
Around The World
We start in the US this week with John Authers explaining the Roman calendar is only tangentially related to market moves. But it is responsible for the hefty load of predictions arriving right about now. Stephen Mihm explains why The Bahamas is good at keeping secrets. Then we move to Kazakhstan, a country other countries need to be on good terms with. And finally Shuli Ren explains how taxation
Carrots and sticks
Clara Ferreira Marques joins to discuss the protests that erupted in China this week and how authorities are apt to handle the dissent. Barry Ritholtz joins to discusses markets in 2022 as we kick off the final month of the year.See omnystudio.com/listener for privacy information.
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
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/listener for privacy information.
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 will face.See omnystudio.com/listener for privacy information.
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 Jonathan Levin and Jonathan Bernstein.See omnystudio.com/listener for privacy information.
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 Bernstein explains why the country didn't experience a "red wave" this election cycle.See omnystudio.com/listener for privacy information.
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? Jonathan Levin, Jonathan Bernstein, and Stephen Mihm join the conversation.See omnystudio.com/listener for privacy information.
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 for privacy information.
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 Alexis Leondis discusses another type movement... a physical kind. State migration in part motivated by high taxes.See omnystudio.com/listener for privacy information.
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 privacy information.
Oil Peak? Consumer pique?
A bold call from David Fickling on oil this week... see if you agree. We also examine data showing the beginnings of a shift in US consumer behavior with Jonathan Levin. And John Authers discusses why we haven't yet seen capitulation in equity markets. See omnystudio.com/listener for privacy information.
Consumer Cracking
A hotter-than-expected September inflation print portends another jumbo rate hike. Today, we take a deep dive into the data, examining how inflation is influencing consumer behavior. We discuss with Jonathan Levin.See omnystudio.com/listener for privacy information.
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 discu
Q4... Continue Watching
Jonathan Bernstein joins to look at the midterms slate five weeks out. Clara Ferreira Marques discusses Jair Bolsonaro's performance in the first round of the Brazilian election relative to poll predictions, and why 'Bolsonarismo' looks like it will remain a force post-election, no matter the result. And Mike Regan takes the temperature of a very whippy market digesting more Fed speak and lower lo
Dollar for Your Thoughts
Dollar strength is fast becoming an Achilles heel for global economies, already grappling with geopolitical uncertainty and unmanageable inflation. Sterling’s plunge this week after a stunning HM Treasury announcement added a layer to FX market turmoil. Tom Orlik, Dan Moss and Andreea Papuc join. We also speak with Justin Fox on how labor market participation in the US could help the Fed. See omn
Hawkish Rhetoric
Markets were faced with streams of hawkish rhetoric this week. In Russia, Vladimir Putin ordered the mobilization of reservists and, again, hinted at nuclear options. In Washington, Fed Chair Jerome Powell, again, signaled the Fed would crush inflation at the expense of growth, and delivered another 75 bps hike. Admiral James Stavridis, Jonathan Levin and John Authers join.See omnystudio.com/liste
Advance and Retreat
This week we discuss market maneuvers post-CPI and pre-FOMC with John Authers. Clara Ferreira Marques discusses Putin’s options as domestic criticism emerges and President Xi fails to offer public acknowledgment of, or support for, Putin’s war. And Justin Fox notices a trend in one industry that illuminates changes in the US labor force. See omnystudio.com/listener for privacy information.
Blackouts Loom
The Fed is about to enter its traditional pre-FOMC blackout period, so speakers were plentiful this week. We speak with Conor Sen about whether traders are pricing in the right move in September. Clara Ferreira Marques joins to analyze Vladimir Putin's propaganda agenda via RT. And Shuli Ren considers how China could learn lessons on growth from its Communist neighbor Vietnam. See omnystudio.com/
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