Japan Hikes Rates, Reshaping Carry Trade

Beyond software and chips, the AI boom relies on good old-fashioned manufacturing of essential components – a skill that has made a new class of people very, very rich. On today’s Big Take Asia podcast, host Oanh Ha talks with Bloomberg reporter Cindy Wang and Opinion columnist C ...  Show more

China is ramping up an ongoing effort to shore up local government budgets and fund AI data centers with tax revenue from its richest citizens. Billionaires across the country are seeing bills hit their doorstep, and one major deadline to pay up is just weeks away. On today’s Big ...  Show more

Donald Trump has threatened 100% tariffs on Chinese goods, while Xi Jinping hit back with export limits on rare earth minerals. As the two leaders come face to face in South Korea to make a deal, the stakes are high.This podcast was brought to you thanks to the support of readers ...  Show more

Trump finalizes a major trade deal with China, securing rare earth mineral exports vital for U.S. manufacturing. The PBD Podcast breaks down the chessboard of tariffs, leverage with ethane and chips, and what this means for 2026. A huge win for American industry—and Trump’s dealm ...  Show more

President Trump’s trade war against China has so far proved harder to win than his administration ever let on. And it reached new levels of tension this month when China said it would further restrict exports of rare-earth minerals to the United States and Europe.

Keith ...

This weekend American and Chinese officials are meeting to try and ease tensions over trade after China’s recent decision to restrict rare-earth exports. How has China gained the upper hand? Anxiety about screen time is focused on young people, but the elderly are addicted to dev ...  Show more