Edward Harrison, author of Bloomberg's Everything Risk Newsletter, provides insights on Fed policy and the unfolding U.S. economic landscape. He discusses inflation metrics and upcoming bank earnings with a focus on regulatory changes. Danny Lee, a Bloomberg News reporter, dives into the Chinese EV market, spotlighting BYD's rise and the challenges faced by foreign automakers. They also explore the implications of the Biden administration's decision against Nippon Steel's acquisition, affecting U.S.-Japan relations.

Edward Harrison, a Bloomberg senior editor and author, discusses U.S. inflation trends and their implications for Fed policy. Allison Williams shares insights into the upcoming earnings season for major banks like JPMorgan Chase and Wells Fargo. Bill Ferries analyzes Shigeru Ishiba's proposal for an Asian NATO, while Garode Reedy dives into the broader impact of Ishiba's defense strategies. Together, they highlight the evolving economic landscape and geopolitical shifts in Asia.

Edward Harrison, a Senior Editor at Bloomberg, discusses the anticipation around Nvidia's earnings and U.S. economic data. Kunjan Sobhani, a Senior Semiconductor Analyst, highlights the competitive landscape in the AI chip market. Oliver Crook, Bloomberg's correspondent in Germany, examines the struggles of Germany's economy amidst manufacturing declines while contrasting it with France's optimistic outlook. The podcast also explores Japan's upcoming leadership election and potential candidates, emphasizing the impact of these political dynamics on the economy.

Edward Harrison, a Senior Editor at Bloomberg and author of a risk-focused newsletter, joins Kunjan Sobhani, a Senior Semiconductor Analyst, and Oliver Crook, a Bloomberg correspondent covering Germany. The trio discusses the impact of upcoming U.S. GDP and inflation data on Federal Reserve strategies, as well as Nvidia's pivotal role in the AI market. They delve into Germany’s economic challenges, highlighting a manufacturing slump, and explore the shifting political landscape in Japan, focusing on key candidates vying for leadership and the public's dissatisfaction with current governance.

Edward Harrison, a senior editor at Bloomberg and author of 'The Everything Risk' newsletter, joins Kunjan Sobhani, a Senior Semiconductor Analyst, and Oliver Crook, a correspondent covering Germany. They dive into the anticipation of Nvidia's earnings and the competitive landscape of AI chips. Germany's economic struggles are examined, highlighting a prolonged manufacturing contraction. The conversation shifts to Japan's upcoming leadership election, discussing party dynamics and the potential impact of new candidates on the nation's political landscape.