In this insightful discussion, Brooke Masters, the U.S. financial editor at the Financial Times, and Ortenca Aliaj, banking editor at FT, explore the implications of Donald Trump's potential second term on the banking sector. They analyze regulatory shifts, market reactions, and strategic adaptations of banks in the face of changing policies. The conversation touches on the unpredictability of Trump's governance, the future of Environmental, Social, and Governance standards, and emerging trends like the rise of private credit in finance.

FT's US climate reporter, Aime Williams, and US financial editor, Brooke Masters, explain why President Trump announced tariffs on Chinese goods and how it could help him win votes. Topics include the impact of tariffs on trade, Biden's strategy on China, and concerns over the dominance of Chinese EVs in the market.

Brooke Masters, a seasoned financial journalist with expertise in the banking and airline sectors, discusses Europe's struggles in the electric vehicle battery race, particularly with Northvolt's survival challenges. The conversation shifts to the Bank of England maintaining interest rates amid ongoing economic tension. Masters also highlights the growing dissatisfaction among frequent flyers with airline loyalty programs, dissecting how customers' emotional investments and recent policy changes are impacting loyalty and profitability across the industry.

Brooke Masters, FT's expert on regulatory risks, discusses US inflation, China's economic meeting, and the risks of deregulation. Topics include Supreme Court decisions, implications of deregulation on industries, and shifting power to the judiciary.

Brooke Masters and Antoine Gara discuss BlackRock's game-changing acquisition of Global Infrastructure Partners, explaining the significance of the deal for Wall Street. They delve into the evolution of private investments, highlighting the shift towards mainstream finance and the implications for the private capital industry.