Bloomberg Opinion

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...

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...

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.

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/listene...

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...

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...

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.

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.

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.

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.

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.

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...

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.

 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...

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.

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, 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 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.

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.

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.

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.

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.

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.

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.

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...