Laura Davison

Joshua Green, a national correspondent for Bloomberg Businessweek and author of the bestseller Devil's Bargain, teams up with Laura Davison, Bloomberg's White House editor focused on tax policy. They discuss the looming threat of a government shutdown and how Elon Musk's controversial influence complicates Republican negotiations. The conversation dives into financial transparency concerns linked to federal contracts and the intriguing intersection of Musk's initiatives with fiscal policy. Tensions rise as Musk pushes for updates from federal workers, adding to the political drama.

Woo Jin Ho, a Senior Technology Analyst, discusses the shocking resignation of Super Micro's auditor and its impact on the AI market. Alison Williams analyzes UBS's strong performance compared to European banks, showcasing its robust equities business. Sam Fazeli dissects Eli Lilly's disappointing earnings and the challenges they face with obesity drug demand. Mandeep Singh highlights Google's impressive performance in a competitive cloud market. Laura Davison shares insights on Puerto Rico's increasing political significance in U.S. elections, including recent controversies and voter integrity issues.

In this engaging discussion, Ira Jersey, Chief US Interest Rate Strategist, analyzes recent PCE data suggesting a possible rate cut by the Federal Reserve. Laura Davison, Politics Editor, sheds light on a Bloomberg poll revealing voter concerns around the economy. Nadia Lovell, Senior Equity Strategist at UBS, shares her market outlook amid shifting economic trends. Mandeep Singh, Tech Analyst, discusses Intel's challenges and the competitive landscape with Nvidia and AMD. The conversation weaves through critical economic indicators and their political significance.

Laura Davison, a Bloomberg money and politics editor, discusses the fundraising dynamics between Kamala Harris and Donald Trump as the election approaches. Harris leads in financial support, employing savvy donor engagement tactics. The conversation dives into how each campaign allocates resources for advertising, with shifts towards targeting swing voters. It also highlights the impact of fundraising on campaign strategies and the role of external funding groups. The interplay between money, voter outreach, and potential debate impacts makes for a fascinating insight into the race.

Peter Tchir, Head of Macro Strategy at Academy Securities, shares insights on market rebounds and investor sentiment. Laura Davison, Bloomberg Politics Editor, explores Vice President Kamala Harris's strategic choice of Minnesota Governor Tim Walz as a running mate. Margie Patel, Senior Portfolio Manager at Allspring Global Investments, discusses her market outlook amid economic uncertainties. Mandeep Singh, Senior Tech Industry Analyst, analyzes Uber's earnings and the competitive landscape of the ride-sharing industry, highlighting investment strategies in a volatile tech sector.

Anurag Rana, a technology analyst, shares insights on Microsoft’s earnings and challenges within Azure growth. Laura Davison, politics editor, analyzes shifting voter demographics as Kamala Harris gains traction. George Ferguson delves into Boeing’s leadership changes and financial hurdles. Dave Regnery discusses Trane Technologies’ strong earnings driven by sustainability efforts. John Butler highlights T-Mobile's impressive subscriber growth and competition in 5G. Together, they unravel key market trends and strategic shifts across various industries.

In this insightful discussion, George Ferguson, a Senior Aerospace Analyst, unpacks Boeing's earnings and the impact of its new CEO on the aerospace sector. Danielle DiMartino Booth, CEO of QI Research, dives into the upcoming Federal Reserve meeting and potential economic policy pitfalls. Laura Davison, Bloomberg Politics Editor, shares insights from a recent poll showing rising support for Kamala Harris. Meanwhile, Chief Economist Jeffrey Cleveland offers a forecast for the U.S. economy amidst global challenges.

Guests Kailey Leinz, Charles Stewart III, and Laura Davison discuss Biden's call for unity post Trump rally shooting, analyzing political tensions, security concerns, and job opportunities in the aftermath. Emphasis on the need for peaceful discourse in politics and unity amidst divisive climate.

Bloomberg politics editor Laura Davison and Bipartisan Policy Center senior vice president Bill Hoagland discuss the implications of the 2017 tax cuts, how they affect taxpayers and the economy, and how a Biden or Trump win could impact future tax policies. They delve into the motivations behind the tax cuts, changes in corporate taxation, and analysis of the impact on large corporations, small businesses, and individuals.

Helen Zhu discusses global economy, China policy, and APAC markets. Laura Davison talks about Biden's US steel promise and higher tariffs on Chinese products. Lillian Li joins to talk about Chinese credit market and economic policy.