Higher Level Thoughts on the Outcome of the U...

The big things you need to know:First, reporting season stats have come in “slightly squishy” in our view, suggesting to us that the choppy price action in the S&P 500 of late has been about more than geopolitical concerns.Second, what we read in earnings call transcripts this pa ...  Show more

The big things you need to know:First, the various earnings stats we track point to a sleepy start to reporting season, suggesting to us that geopolitics hasn’t been the only thing contributing to the US equity market’s recent gyrations. These stats also highlight how the mega ca ...  Show more

With three weeks to go until the US presidential election, we check in with the latest from Washington. Then: we examine how global wars might affect the race. Plus:  we cast our eyes to Asia, where our correspondents break down the region’s outlook on the election.See omnystudio ...  Show more

On November 5, voters in the US will head to the polls to decide who should be the next president: Donald Trump or Kamala Harris. But over the past several months, people from around the world have been placing millions of dollars on who will win that race. As interest in bett ...

This campaign, candidate Donald Trump is promising even more extreme versions of the policies that marked his first term. But what would higher, and more widespread, tariffs actually look like? And in what form would any retaliation come? Today on the show, Soumaya and the FT’ ...

Trump won over America by securing electoral votes in all seven swing states and gaining ground in historically blue areas. On this week's "How We Got Here," Max and Erin cope with post-election grief by going through the election data bit-by-bit. They discuss what we can lear ...