Wendy Schiller, Director at Brown University, shares insights on the challenges and strategies of a potential second Trump term, discussing immigration policies and political dynamics. Geetha Ranganathan, a Bloomberg Intelligence Media Analyst, dives into Netflix's financial health, highlighting subscriber growth and the impact of advertising on revenue. Stephen Flynn, a Senior Credit Analyst, provides an analysis of Netflix's credit profile and compares its low leverage in the industry. Together, they navigate the complexities of current economic uncertainties.

Michael McKee, a Bloomberg economics correspondent, discusses U.S. retail sales and consumer confidence. Geetha Ranganathan offers insights on Netflix's strategies for subscriber growth and potential price hikes. Eric Witenes and David Powell analyze the European Central Bank's expected rate cuts amid economic weaknesses. James Mager highlights China's economic recovery post-holiday, while Catherine Thorbeck delves into TSMC’s dominance in the semiconductor industry and its earnings outlook. Engaging insights on how these factors intertwine shape the global economic landscape.

Join Michael McKee, an expert on U.S. economics, as he analyzes retail sales trends and their implications. Geetha Raganathan dives into Netflix's potential earnings and subscriber growth strategies, while Eric Witenas shares insights on the European Central Bank's upcoming decisions. David Powell discusses inflation impacts, and James Maeger reveals China's economic data challenges. Finally, Catherine Thorbeck explores TSMC's competitive edge and its critical role in the semiconductor industry. A thought-provoking discussion on global economic trends!