Nigel Farage, Leader of the Reform UK party and known for his ties to Donald Trump, discusses the positive shift of his party toward moderation and a blend of tax and spending cuts. James Mager, Bloomberg's senior China economics reporter, dives into China's economic growth and challenges, noting how a last-minute stimulus propelled it towards government goals despite looming US tariffs. The conversation also touches on the finalized Israel-Hamas ceasefire, hinting at a cautious optimism in global geopolitical dynamics.

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.