Mary Nicola, a Bloomberg MLive strategist from Singapore, shares her insights on bond markets and dollar strength. Chris Carey, a portfolio manager at Carnegie Investment Council, discusses how the incoming Trump administration may reshape markets and the economy. They analyze the implications of U.S. retail inflation data for interest rates and delve into the yen's decline amidst political shifts. The conversation also touches on market optimism, Bitcoin's surge, and the potential effects of tariffs on Chinese and U.S. equities.

Guests discuss potential outcomes for President Biden and speculate on successors like Kamala Harris. They analyze the Fed's stance on economic growth, market reactions to political actions, and macroeconomic environments in Japan and China. Other topics include AI in financial services, upcoming bank earnings season, and the impact of political changes on global markets.