Breaking Down Trump's Potential Trade & Economic Policies | Stephen Miran

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

Suivant

The Bond Market Is Trapping The Fed | Weekly Roundup

Bond investors are testing whether policymakers can suppress yields without reigniting the inflation they claim to fear. This week, we unpack the political incentives, stubborn prices, and Fed’s looming credibility test currently testing markets. We explore the massive increase t ...  Afficher plus

Fiscal Dominance Is Breaking The 60/40 Portfolio | Matt Hougan & Bob Haber

The 60/40 portfolio was built for an old regime, but what replaces bonds when fiscal dominance and currency debasement become structural? This week, Bitwise CIO Matt Hougan and Proficio CIO Bob Haber join the show to explore how hard assets fit into modern portfolio construction. ...  Afficher plus

Épisodes Recommandés

Here's Why Tariffs May Deliver for Trump
Here's Why

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 ...  Afficher plus

What do Trump's tariffs mean for the global economy?
The Inside Story Podcast

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 ...  Afficher plus

Trump Tariffs: Everything You Need to Know
Bloomberg Businessweek

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 ...  Afficher plus

Can the World Count on ‘TACO’ Anymore?
Trumponomics

In this episode of Trumponomics, we explore whether Donald Trump’s attack on Iran changes the calculus on his “reciprocal” tariffs and a looming deadline. Host Stephanie Flanders is joined by John Authers, senior editor for markets and a Bloomberg Opinion columnist, and Shawn Don ...  Afficher plus