Derek Brower

Derek Brower, U.S. News Editor at the Financial Times, dives into the unpredictable effects of Trump's presidency on corporate America. He discusses how tariffs and trade policies have created winners and losers among industries. European defense firms and the cryptocurrency sector are highlighted as surprising beneficiaries. The volatility of the market and specific companies, like Decker's Outdoor, illustrate the challenges businesses face in adapting to shifting regulations. Brower sheds light on the intricate dance between corporate influence and presidential policies.

Derek Brower, the US political news editor at the Financial Times, dives into how bond markets reflect electoral sentiments. He discusses the rise in 10-year Treasury yields amid speculation of a Trump victory, seen as a signal of inflationary policies. They explore polling trends, undecided voters, and the economic implications of a divided Congress. The conversation also touches on market speculations, including insights on Coca-Cola's performance amidst election uncertainties. Brower's expertise sheds light on the intricate dance between politics and financial markets.

Kamala Harris, the newly-nominated Democratic presidential candidate and Vice President, joins Financial Times' Lauren Fedor and Derek Brower to dive into the Democratic National Convention in Chicago. They discuss the party's vibrant atmosphere, the significance of Harris’s acceptance speech, and the internal challenges of uniting diverse ideologies. The trio also contrasts the Democratic and Republican campaign strategies, focusing on critical issues like economic policy and abortion rights. The conversation highlights the urgent need for a cohesive vision to face upcoming elections.