Bloomberg Opinion

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 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 om...

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/list...

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.

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...

Adrian Wooldridge joins to explore what a Liz Truss premiership might mean for markets, as she looks set to take over from Boris Johnson as Tory Party leader and British Prime Minister. Clara Ferreira Marques discusses Mikhail Gorbachev’s complicated legacy with Russia’s Vladimir Putin currently at war. One leader staying put and on message is Fed Chair Jerome Powell. We discuss his 2022 Jackson H...

It's all about what the fall will bring. For market participants, Jackson Hole might provide a clue - Jonathan Levin joins on the Fed's glide-path. Leonid Bershidsky discusses the evolution of Russia's war in Ukraine and how Russians who have left, or want to leave, should proceed. Andreas Kluth joins from Berlin on Germany's energy conundrum: should the country delay nuclear exit a fourth time? S...

Marcus Ashworth on another tool central banks are ramping up. Not the PBOC though, which actively eased this week as 2022 GDP growth looks increasingly precarious. Dan Moss joins us. And Jared Dillian on markets, looking towards Jackson Hole and companies digest a new 1 percent buyback tax in the Inflation Reduction Act. See omnystudio.com/listener for privacy information.

Inflation may have cooled a degree in July, but pressures are still simmering. John Authers and Jonathan Levin weigh expectations and volatility... and the usefulness of models. Jonathan Bernstein looks at the week in politics and primaries. Anjani Trivedi considers data on the popularity of the traditional financial hubs. See omnystudio.com/listener for privacy information.

The House Speaker's visit to Taiwan vied with the 'Fed Pivot' in dominating the market narrative this week. John Authers and Tim Culpan assess. We speak with Liam Denning about a green map of America that may surprise. And David Fickling explains why falling grain prices and the reopening of the Port of Odesa provides little comfort for governments trying to feed nearly 800 million hungry citizens...

This week we examine how dollar strength is intertwined with pain for developing nations. Sri Lanka is serving as a warning to investors with nearly two dozen countries currently staring at default. Europe, too, faces tough choices as Russia closes the energy spigots. We speak with Liam Denning, Ruth Pollard and Stephen Mihm. See omnystudio.com/listener for privacy information.

Interest rates, political leadership, mortgage payments... It was quite the week for decisions. We speak with John Authers, Shuli Ren and Brooke Sutherland on the difficult choices faced by institutions, companies, and global political leaders this week. Hosted by Vonnie Quinn. See omnystudio.com/listener for privacy information.

Inflation worsened and expectations for a 100-basis point move from the Fed revived debate over whether recession is here, imminent, or to come. We speak with Barry Ritholtz and Nir Kaissar. Jonathan Bernstein analyzes what we learned from the seventh January 6th hearing. Hosted by Vonnie Quinn. See omnystudio.com/listener for privacy information.

We bring you an earlier conversation with Helen Thompson, political economist at Cambridge University, and author of 'Disorder: Hard Times in the 21st Century'. She discusses discuss global energy entanglements and the geopolitical consequences of alliances disrupted by energy supply and security. She also talks about the fragilities of democracy, including dwindling 'losers' consent'. Hosted by V...

Jared Dillian discusses investing strategies and when it's the right time to time the market. Jonathan Bernstein examines the latest developments from the House January 6th Committee public hearings; David Fickling has more on the risks of food shortages across the world. Hosted by Vonnie Quinn. See omnystudio.com/listener for privacy information.

Justin Fox on the big, boxy apartment buildings that are proliferating at a never-before seen pace post-pandemic; Jonathan Bernstein assesses the progress of the House January 6th Committee public hearings; Shuli Ren and Tim Culpan examine China's economic woes from youth unemployment to weakening economic growth. Hosted by Vonnie Quinn. See omnystudio.com/listener for privacy information.

Fed Chair Jerome Powell's admission that a single data-point forced the Fed to change tack and front-load rate increases kicks off this week's Opinion. John Authers, Nir Kaissar and Jonathan Levin on what we learned from outsized moves in the markets and from the Fed. We consider, too, what might be in store for July. And Lisa Jarvis gives us an update on Covid-19 in the US as omicron sub-variants...

As workers retreat from big city offices once again due to new Covid sub-variants and other factors, we examine crime statistics with Justin Fox. We also look at the history of remote work with Stephen Mihm - turns out it all started as one giant leap for mankind. Alexis Leondis explains how someone on a quarter mil a year can still feel the pinch. And John Authers considers the odds the economy e...

David Fickling details how close hundreds of millions of people are to hunger, stunted growth, and worse as the world's bread baskets fail to feed. Ruth Pollard details Sri Lanka's chaos from Colombo and why international investors are studying Sri Lanka's default as a case study for other developing economies. And Jonathan Bernstein on the House January 6th Committee public hearings which start n...

Mohamed El-Erian's warning informs the show this week. We examine the strengthening dollar with Marcus Ashworth. Tim Culpan discusses the ever-simmering tensions between the U.S. and China over Taiwan. Admiral James Stavridis gives his views on whether Taiwan will be a flashpoint this year. The former Supreme Allied Commander also discusses NATO expansion and introduces us to his new book 'To Risk...

Two years after George Floyd's murder and the movement towards rectifying race imbalances we audit the performance of the finance industry with John Rogers Jr., founder of Ariel Investments. The 40-year veteran of value investing also gives us his thoughts on the market selloff. Jonathan Bernstein revisits the wacky week in primaries. And David Fickling explains why hundreds of millions of people...

Sell in May is taking on new velocity with Nir Kaissar; A look-ahead to the Pennsylvania primaries with Jonathan Bernstein; Hal Brands on whether Russia's war in Ukraine is turning into a proxy war; And nostalgia is the new black - not just in Russia, but also in The Philippines, where 'Bongbong' Marcos is returning the dynasty to the presidential palace. Clara Ferreira Marques gives her analysis....

Bloomberg Opinion with Vonnie Quinn: Deeper conversations on the week's most significant developments. This week, Jonathan Levin on interpreting transparency; Harvard's Theda Skocpol on the Stacey Abrams playbook - right there for Democrats seeing challenges piling up; Jonathan Bernstein on the meaning of JD Vance; and David Fickling on Pakistan's fundamental deficiency.. See omnystudio.com/listen...

Bloomberg Opinion with Vonnie Quinn: deeper conversations on the week's most significant developments. This week, a conversation with Helen Thompson, political economist at Cambridge University, and author of 'Disorder: Hard Times in the 21st Century'. They discuss global energy entanglements and the geopolitical consequences of alliances disrupted by energy supply and security. They also discuss...

This week we look at Elon Musk's Twitter gambit with Matt Levine - will Musk follow through? Now that there's a more committed path to financing, what are the capital markets telling us via those commitments, and what are the next steps for Musk, Twitter's board, and shareholders? We also revisit China's 2022 growth target with Shuli Ren, who called it 'fantasy' on the show two weeks ago before th...