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, U.S. news editor at the Financial Times, and Guy Chazan, FT reporter specializing in the U.S. economy, delve into the ramifications of a June immigration raid in Bethlehem, Pennsylvania. Brower discusses why Bethlehem serves as a focal point for understanding Trump's America. Chazan shares firsthand accounts of community reactions, ongoing fears of detentions, and the economic implications of deportations. Together, they explore the nuances in local opinions on immigration enforcement and the organizing efforts of community members in response.

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.