Joe Deaux

Joe Deaux, a Bloomberg economic statecraft reporter, dives into an unusual deal allowing Nvidia and AMD to sell AI chips to China. He discusses how the U.S. government has mandated a 15% revenue share, blending national security with corporate profit. Deaux reveals the complexities of Trump's influence over trade dynamics, illustrating the tension between innovation and security. The conversation raises intriguing questions about future trade negotiations and the implications of such unprecedented arrangements on the global tech landscape.

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.

Joe Deaux, a Bloomberg reporter specializing in economic statecraft, shares insights from his recent trip to Greenland, where he explored the potential for rare-earth mining. He discusses the geopolitical significance of these resources and the logistical hurdles faced by investors. Deaux highlights local opinions on U.S. ambitions, particularly influenced by Trump’s rhetoric. He also delves into the environmental challenges and the strategic implications of extracting these minerals in a rapidly changing Arctic landscape.

Jen Dlouhy, a Senior Reporter for Bloomberg News focused on the White House, discusses President Trump's push for flexibility from Putin and Zelenskiy as he seeks to end the ongoing war in Ukraine. Joe Deaux, an Economic Statecraft Reporter, shares insights on Trump's unprecedented willingness to intervene in corporate matters for national security. Jai Patel, CFO of the MTA, highlights the financial challenges his agency faces and innovative strategies to sustain operations amidst economic recovery efforts. Together, they navigate a complex landscape of diplomacy and economic policy.

Joe Deaux, Bloomberg's economic statecraft reporter, sheds light on the surprising agreement allowing Nvidia and AMD to sell some AI chips to China. He discusses the intricate deal that requires companies to pay 15% of their revenue to the U.S. government, highlighting the blend of national security concerns and business interests. Deaux explains how this move reflects Trump's unique approach to trade, balancing competitiveness with geopolitical tensions in the semiconductor sector. Tune in to discover the implications for U.S.-China relations and the tech industry.

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.