Marcus Ashworth

Join Marcus Ashworth, a Bloomberg Opinion columnist and market expert, as he dives into the escalating tariff war between the U.S. and Switzerland. He ingeniously unpacks the implications of defense contracts and pricing issues. The discussion also touches on the significant UK fiscal blackhole and critiques current policies. Ashworth explores the political stakes of tariffs, particularly their potential influence on upcoming elections and voter demographics, alongside insights on the precarious future of key political figures.

In this insightful discussion, financial expert Marcus Ashworth, a Bloomberg Opinion columnist, sheds light on the troubling trends within the UK housing market. He reveals how rising transaction taxes and high borrowing costs have shocked buyers, leading to the lowest house price growth in two years. The conversation uncovers the plight of the luxury sector in London and critiques government policies that are fueling market stagnation. Ashworth emphasizes the need for a reevaluation of current practices to navigate these economic challenges.

Marcus Ashworth, a Bloomberg Opinion columnist and former chief markets strategist, joins to shed light on Japan's bond market intricacies. They dive into the impact of recent market activities on decision-making at the Bank of England. The conversation reveals how rising inflation is shifting demand for long-dated debt and the challenges facing bond auctions. They explore the carry trade strategy's influence on currency dynamics and discuss the delicate balance Japanese authorities must maintain to stabilize the yen amid global investment shifts.

Marcus Ashworth, a Bloomberg Opinion columnist and markets guru, joins to dissect the recent US-EU tariff deal, which he argues has positive implications for both sides. The discussion highlights how tariffs can reshape corporate taxes without congressional interference. Ashworth also tackles the contentious exchange between Chancellor Rachel Reeves and Bank of England Governor Andrew Bailey, shedding light on current UK consumer sentiment amidst economic tensions. Expect insights on navigating the complex trade dynamics impacting Europe and beyond.

Chief Investment Strategist at Charles Schwab, Bloomberg Opinion Columnist, founder of Pangaea Policy, and Chief Economist at Berenberg discuss market reactions to UK and US elections, investing strategies, market concentration, balance sheet strength, profitability in companies, aftermath of elections, concerns about President Biden, potential DNC changes, economic outlook for Europe, and insights on economics and finance.

Marcus Ashworth, a Bloomberg Opinion columnist, delves into the implications of Trump's tariff threats on global markets. He highlights how these tensions shape U.S.-China relations while examining their impact on inflation and growth. The conversation shifts to the surge in gold prices, driven by central bank demand amid geopolitical fears. Ashworth argues that there's more to equities than just the U.S., encouraging listeners to consider global investment trends and the evolving landscape in financial strategies.

Marcus Ashworth, a Bloomberg Opinion columnist and seasoned markets expert, discusses the turbulent state of the eurozone and potential government instability in France. He unpacks the euro's precarious position against the dollar and the struggles of French markets. The conversation dives into the decline of London's stock market, high stamp duties, and the need for reforms. Ashworth suggests that reliance on US stocks is risky and advocates for diversification in investment strategies to navigate these choppy waters.

Joining the discussion is Marcus Ashworth, a Bloomberg Opinion columnist known for his insights into macro themes and financial markets. He dives into gold's recent surge amid geopolitical tensions, positioning it as a safe-haven asset. The conversation also touches on the fluctuating oil prices and the evolving bond market. They explore the challenges facing the Chinese yuan as it vies for global currency status against the U.S. dollar, alongside the implications of central bank digital currencies on traditional finance.

Anurag Rana discusses Oracle earnings, Alex Harris talks about talent exit at New York Fed, Marcus Ashworth covers Macron's decisions. EU imposing tariffs on EV imports from China, NextEra Energy CEO on power demand, Sung Choi on metal supply issues for energy transition.

Angelo Zino discusses Apple's WWDC news, Ira Jersey anticipates US CPI data and Fed meeting, Marcus Ashworth covers Macron's investor faith. Recruitment challenges in US labor market also discussed.