Jennifer Welch

Jennifer Welch, Chief Geoeconomics Analyst at Bloomberg Economics, and Gerard DiPippo, Senior Geoeconomics Analyst, dive into the potential fallout of a Chinese invasion of Taiwan. They estimate a staggering economic impact of $10 trillion, far surpassing previous crises like the COVID pandemic. The discussion covers Taiwan's pivotal role in the semiconductor industry and various military strategies China might employ. They explore the intertwined nature of military actions and global economics, assessing how the world could be shaped by these geopolitical tensions.

Angela Stent, a Senior Fellow at the Brookings Institution, sheds light on Ukraine's unexpected drone strike deep within Russian territory, causing alarm in Moscow. Joining her, Jennifer Welch discusses the implications for global economics amidst U.S.-China trade tensions. Jeffrey Hirsch provides insights into Starz's current earnings and its strategic shift post-separation from Lionsgate. The conversation weaves through military strategies, economic impacts, and the evolving landscape of streaming, making for a compelling exploration of today's geopolitical dynamics.

Jennifer Welch, Chief geo-economics editor at Bloomberg Economics, shares her expertise on the intricate US-China trade dynamics surrounding rare earths. Alex Grassino, Global chief economist at Manulife, discusses the uncertain economic landscape and investment strategies amid fluctuating tariffs. Julia Coronado, founder of MacroPolicy Perspectives, analyzes inflation and its impact on Federal Reserve policy while Brad Stone provides insights into the shifting political climate in California, highlighting the tension between national narratives and state realities.

Gina Martin Adams, Chief Equity Strategist at Bloomberg Intelligence, analyzes market trends and investor sentiment following the first 100 days of Trump's presidency. Kunjan Sobhani, Senior Semiconductor Analyst, dives into developments in the semiconductor industry, discussing Nvidia's influence and the competitive landscape. Jennifer Welch, Chief Geo-economics Analyst, sheds light on the evolving U.S.-China rhetoric and its implications on global trade. Together, they explore economic policies, tech earnings, and the shifting dynamics in international relations.

Jennifer Welch, a chief geoeconomics analyst for Bloomberg Economics, and Ziad Daoud, chief emerging markets economist at Harvard Kennedy School, explore the surprising stability of oil prices amid rising geopolitical tensions, particularly between Israel and Iran. They discuss how Trump's foreign policy and the decoupling of oil prices from traditional threats challenge the usual economic forecasts. The conversation highlights the complexities of the oil market, examining the factors that contribute to this unexpected resilience.