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12min chapter
Oracle Earnings, EU China Tariffs
Bloomberg Intelligence
Impact of Political Developments on Markets and Trade Tensions with China
The chapter delves into the consequences of a leader's declining popularity and possible right-wing political shift in France, focusing on rising debt, deficits, and credit concerns. It also examines the European Union's decision to impose tariffs on electric cars from China, affecting trade dynamics and EV market competition between Chinese and European manufacturers. Lastly, it discusses the challenges faced by European electric vehicle manufacturers in price competitiveness and the upcoming conversation on rising power demand.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode