Breaking Down Trump's Potential Trade & Econo...

Is the AI trade busting or is the market just catching its breath? This week, Warren Pies of 3Fourteen Research joins us to explain why he took equity risk off while still believing the AI build-out has room to run. We also explore financials vs. staples flashing caution, why Fed ...  عرض المزيد

The AI trade is cracking and the Fed is too boxed in to help. This week, Felix and Quinn weigh what a fracturing AI story and stalled monetary policy mean for markets heading into year end. We explore gold breaking to new lows, implied correlations spiking, Lagarde's exit and Eur ...  عرض المزيد

US President Donald Trump’s tariff strategy is reshaping trade, diplomacy, and the American economy. The levies have sparked turmoil in financial markets, but are already bringing in billions of dollars in revenue for the US Treasury. So far, the global economy has held up better ...  عرض المزيد

Has Donald Trump's policy of imposing trade tariffs worked? He has signed a major trade deal with Japan, with Tokyo pledging to invest hundreds of billions of dollars in the US. Could this open the way for similar deals with other countries? And what does it all mean for the glob ...  عرض المزيد

This is a special edition of the Bloomberg Daybreak: US Edition podcast.      Subscribe to the show:      on Apple: http://bit.ly/3DWYoAN       on Spotify: http://bit.ly/3jGRYiB       Anywhere: http://bit.ly/3J1bct9 On today's episode:      President Donald Trump imposed the steepe ...  عرض المزيد