Catherine Thorbeck

Burns McKinney, Managing Director at NFJ Investment Group, analyzes the impact of President Trump's tariff threats on Asian markets and Wall Street's recent rally. He highlights the need for earnings-focused investment strategies. Meanwhile, Catherine Thorbecke, a Bloomberg Opinion columnist specializing in Asia's tech scene, discusses the fierce competition in China's AI sector, where startups struggle to monetize amidst a flood of generative AI tools. She emphasizes the challenges faced by these 'Little Dragons' as they navigate a complex landscape filled with both rivals and state support.

Catherine Thorbecke, a Bloomberg Opinion Columnist based in Tokyo, discusses Apple's intricate ties with China and the looming impact of US tariffs. James Abate, Chief Investment Officer at Centre Asset Management, sheds light on the economic implications these tariffs may have on global markets. The conversation dives into Apple’s challenges with local competition, the pressing need to diversify supply chains beyond China, and the potential repercussions of these dynamics on the stock market amidst uncertain economic indicators.

Guests Robert Schein, Chief Investment Officer at Blanke Schein Wealth Management, and Catherine Thorbecke, Bloomberg Opinion columnist, delve into the heated trade discussions between President Trump and China's Xi Jinping. They explore the fallout from Musk's public disputes with Trump, impacting Tesla's stock significantly. The conversation shifts to Apple's complicated manufacturing ties with China, questioning whether the iPhone giant can truly exit without facing major hurdles despite U.S. pressure. It's a captivating look at geopolitics and economics in tech.

Catherine Thorbecke, an Asia Tech columnist for Bloomberg Opinion, delves into the U.S. investigation surrounding DeepSeek and its suspected acquisition of Nvidia chips. She highlights the implications for global tech innovation and U.S.-China relations. David Aspell shares insights into the macroeconomic landscape, discussing market volatility and investment strategies. Bill Adams, Chief Economist at Comerica Bank, analyzes the U.S. economy, the Federal Reserve's future actions, and the resilience of Asian markets amidst changing economic policies.

Catherine Thorbecke, a Bloomberg Opinion Tech Columnist, dives into the implications of Elon Musk potentially acquiring TikTok's U.S. operations and the complex relationship with China. Dr. Ariel Cohen from the Atlantic Council analyzes the recent ceasefire between Israel and Hamas, linking it to global geopolitical dynamics and U.S. political shifts. Ross Mayfield, an Investment Strategist, discusses the recent decline in U.S. retail inflation and its effects on market trends, offering insight into how these factors could influence Federal Reserve policies.

Catherine Thorbeck, Bloomberg Opinion's Asia tech columnist, shines a light on SoftBank’s ambitious $100 billion investment in the U.S. tech sector and the intricacies of securing funding amidst past financial hurdles. The conversation also navigates the challenges facing the U.S. housing market and strong retail performance despite economic strains. Additionally, Thorbeck discusses potential mergers in the Japanese auto industry, emphasizing the urgent need for innovation in the electric vehicle market and the impact of Chinese competition.

Catherine Thorbeck, Bloomberg Opinion's Asia Tech columnist, dives into SoftBank's ambitious $100 billion investment in the U.S. and what it means for the tech landscape. She discusses the challenges facing the American housing market, including skyrocketing prices and supply shortages. The conversation also touches on the fluctuating European stock markets and the political uncertainties impacting investor sentiment. Finally, they explore the auto industry's response to the rise of electric vehicles, focusing on the potential merger between Honda and Nissan.

Catherine Thorbeck, Asia tech columnist for Bloomberg Opinion, shares her insights on SoftBank's bold $100 billion investment plan in the U.S., aiming to create 100,000 jobs in AI and infrastructure. She discusses the implications for the U.S. economy and the competitive landscape in Japan's automotive industry, exploring potential mergers like Honda and Nissan. Thorbeck also delves into the challenges of traditional retail in the U.S. while contrasting it with the performance of off-price retailers during these turbulent times.

Michael McKee, a Bloomberg economics correspondent, discusses U.S. retail sales and consumer confidence. Geetha Ranganathan offers insights on Netflix's strategies for subscriber growth and potential price hikes. Eric Witenes and David Powell analyze the European Central Bank's expected rate cuts amid economic weaknesses. James Mager highlights China's economic recovery post-holiday, while Catherine Thorbeck delves into TSMC’s dominance in the semiconductor industry and its earnings outlook. Engaging insights on how these factors intertwine shape the global economic landscape.

Join Michael McKee, an expert on U.S. economics, as he analyzes retail sales trends and their implications. Geetha Raganathan dives into Netflix's potential earnings and subscriber growth strategies, while Eric Witenas shares insights on the European Central Bank's upcoming decisions. David Powell discusses inflation impacts, and James Maeger reveals China's economic data challenges. Finally, Catherine Thorbeck explores TSMC's competitive edge and its critical role in the semiconductor industry. A thought-provoking discussion on global economic trends!