Joe Deaux

Joe Deaux, Bloomberg’s economic statecraft reporter, dives into the implications of President Trump's proposed copper tariffs. He explains how these 50% levies could impact everyday items like cars and smartphones, and even affect the electrical grid. The discussion highlights the complexities of domestic copper production and the increased reliance on foreign suppliers, especially from Chile. Deaux further explores the surprising beneficiaries of the tariffs, such as traders and miners, while addressing the economic uncertainties and inflation concerns at play.

Stuart Paul, a U.S. economist at Bloomberg Economics, discusses the easing of inflation and its implications for American households amid rising tariff fears. Joe Deaux, a Metals & Mining Reporter, sheds light on the retaliatory effects of U.S. metal tariffs. Ed Price, a Senior Fellow at NYU, reflects on how President Trump has shifted U.S. policies and global relations. They explore the intricate interactions between consumer prices, trade dynamics, and the broader economic landscape.

Join Bloomberg News Metals & Mining reporter Joe Deaux as he shares insights on the potential for US copper import tariffs, expected sooner than anticipated. Ruth Foxe Blader, founder of Foxe Capital, discusses the generational technology revolution driven by AI, including its vast impacts on industries. Sevasti Balafas, CEO of GoalVest Advisory, provides savvy strategies for navigating investment amidst market uncertainty. Together, they unravel the complex interplay of tariffs, technology, and economic growth.

Daniel Byman, Director at the Center for Strategic and International Studies, analyzes recent geopolitical tensions, especially U.S. involvement in the Middle East and its implications for Iran's nuclear ambitions. Joe Deaux, Bloomberg Economic Statecraft Reporter, discusses the significant takeover of U.S. Steel by Nippon Steel, highlighting the strategic motivations and the impact on the American steel market. The conversation also touches on the recent Supreme Court ruling that restricts gender-affirming care for transgender minors, igniting broader debates on rights and medical treatments.

Joe Deaux, a Bloomberg News Metals & Mining Reporter, discusses Trump's proposed 25% tariffs on steel and aluminum imports, exploring its potential impact on domestic production and inflation. Dan Close, Head of Municipals at Nuveen, dives into the complexities of stadium financing in the municipal bond market. Tim Gokey, CEO of Broadridge, shares insights on the evolving investment landscape and the firm's role in capital markets amidst rising technology trends. The conversation highlights the intricate relationship between tariffs and global investment dynamics.

Guests Joe Deaux, Bloomberg's Economic Statecraft reporter, Ellen Wald, consulting president and Atlantic Council fellow, and Mark Gurman, consumer tech managing editor, delve into Trump’s aggressive tariff strategies. They discuss the implications of new tariffs on copper and pharmaceuticals, analyzing potential impacts on domestic industries and global trade dynamics. The conversation also touches on the ripple effects of these tariffs on supply chains, consumer prices, and the stock market, alongside broader economic relations with countries like China.

Bloomberg Daybreak: Asia Edition features Joe Deaux discussing Nippon Steel's deal with US Steel, Steven Sun on China's economy, and Prashant Bhayani's insights on APAC markets. They explore Nippon Steel's strategies, implications of the deal, China's trading programs, AI revolution, Singapore's economic outlook, and Japan's technological investments.

Topics include US House vote on TikTok, Nippon Steel's US Steel deal, Chinese lawmakers on AI and semiconductors, challenges in getting info from Chinese delegates, and analyzing China's tech advancements and global competitiveness.

Topics discussed include Nippon Steel's scrutiny in China, APAC markets, data leaks revealing China's cyberattacks, intricacies of steel production, evolving dynamics in the mining industry, impact of AI on Asia's economy, Fed rate cuts, equity market liquidity, and China's alleged state-sponsored cyber attacks.

Esmark offers to buy US Steel after a rejected offer from rival Cleveland-Cliffs. The bond market sees ongoing tumult as the Fed casts a hawkish shadow. TaskUs CEO discusses the need for content moderation sparked by Generative AI. The podcast also analyzes the Treasury trade, AI-generated content challenges, stock performance, yield curve movement, and recession signals.