Edward Harrison

Meghan O'Sullivan, a former Deputy National Security Advisor and director at Harvard's Belfer Center, discusses the implications of the upcoming meeting between Donald Trump and NYC Mayor-elect Zohran Mamdani. She doubts a comprehensive deal on Ukraine is feasible soon and stresses NATO's role. Edward Harrison from Bloomberg analyzes market reactions, explaining Bitcoin's impact on equities and the significance of upcoming holiday data for Fed rate cuts. The conversation underscores the intersection of national security and economic strategy.

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.