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Mary Nicola

Bloomberg M-LIV Strategist in Singapore. Provides insights on Asian markets and economic trends.

Top 10 podcasts with Mary Nicola

Ranked by the Snipd community
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4 snips
May 6, 2024 • 22min

US Jobs Numbers Miss, Xi in Europe

Chief Economist Brian Jacobsen discusses market outlook; Oriana Skylar Mastro covers Chinese President Xi Jinping's trip to Europe; Mary Nicola on China's stock market rally. Topics include US jobs data, Chinese-European economic relationships, AI impact on global exports.
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Oct 11, 2024 • 29min

Tesla's Robotaxi Launch, Asia Reacts to US CPI Data

Ed Ludlow, a Bloomberg Technology co-host with a keen eye on Tesla, joins Mary Nicola, a strategist dissecting market trends, alongside Selena Ling, an economist focused on Asia, and Minmin Low, a China correspondent. They dive into Tesla's bold vision for its robotaxi service and the challenges it faces. The conversation shifts to U.S. economic indicators, China's fiscal stimulus plans, and its implications for regional markets. Insights into market sentiment and the competitive tech landscape provide a captivating blend of technology and economics.
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Dec 13, 2024 • 19min

Hot US PPI Data, China Vows Bigger Fiscal Spending

Shana Sissel, Founder and CEO at Banrion Capital Management, and Mary Nicola, Bloomberg M-LIV Strategist, dive into the latest U.S. Producer Price Index data and its implications for inflation and the Federal Reserve's policies. They discuss how political leadership shapes market performance, especially in tech and cryptocurrency sectors. The conversation shifts to China's economic strategy focusing on boosting domestic consumption, which could redefine global market sentiments and investor behavior.
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Nov 14, 2024 • 19min

Yen Falls After October US CPI Print

Mary Nicola, a Bloomberg MLive strategist from Singapore, shares her insights on bond markets and dollar strength. Chris Carey, a portfolio manager at Carnegie Investment Council, discusses how the incoming Trump administration may reshape markets and the economy. They analyze the implications of U.S. retail inflation data for interest rates and delve into the yen's decline amidst political shifts. The conversation also touches on market optimism, Bitcoin's surge, and the potential effects of tariffs on Chinese and U.S. equities.
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Nov 8, 2024 • 18min

Fed's Quarter Point Rate Cut Fuels Asia Rally

Adam Turnquist, Chief Technical Strategist at LPL Financial, discusses market trends in light of the Federal Reserve's recent quarter-point rate cut. He highlights how this has spurred equity market rallies and the mixed signals regarding economic performance. Mary Nicola, a Bloomberg MLIV strategist in Singapore, analyzes the intricate relationship between inflation and potential tariffs, emphasizing opportunities in reshoring trades. Together, they delve into the complex nature of market movements and predictions for year-end rallies amidst global economic shifts.
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Oct 25, 2024 • 18min

APAC Markets Posturing for US Election

Mary Nicola, a Bloomberg MLive strategist based in Singapore, and Gene Goldman, Chief Investment Officer at Cetera Financial Group, delve into the dynamics of Asian markets influenced by U.S. Federal Reserve policies. They discuss how the upcoming U.S. elections could impact economic resilience. The conversation highlights China's stimulus efforts amidst property market concerns and Japan's economic challenges, including a declining yen. They also explore the effects of recent interest rate cuts on market vulnerabilities and opportunities.
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Aug 30, 2024 • 33min

Asian Stocks Rebound on US Economic Data

Rebecca Walser, a wealth management expert, joins Thomas Taw of BlackRock, Mary Nicola from Bloomberg, and Yuqian Ding, an auto research specialist. They discuss the rebound of Asian stocks following recent US economic data. Topics include the challenges consumers face despite retail growth, the impact of tariffs on China's electric vehicle sector, and the rapid growth of EVs in China. The experts also dive into the automotive industry's risks, trade conditions, and investment strategies amidst economic uncertainties.
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Aug 20, 2024 • 22min

DNC Gets Under Way in Chicago, Markets Prep For Powell

Jay Hatfield, CIO at Infrastructure Capital Management, and Mary Nicola, a Bloomberg M-LIV Strategist in Singapore, dive into the dynamics of the Democratic National Convention. They discuss Kamala Harris's energizing candidacy and the impact of key speeches on markets. The conversation shifts to the Federal Reserve's softer stance, boosting mega cap tech stocks and affecting the dollar. They also analyze Nvidia's market influence and the implications of geopolitical tensions, emphasizing the significance of collaboration in driving business success.
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Aug 9, 2024 • 22min

Equities Rebound on US Jobs Data Spark

Cheryl Smith, an economist and portfolio manager at Trillium, Mary Nicola, a Bloomberg M-LIV strategist based in Singapore, and Eva Lee, head of Greater China Equities at UBS, dive into the financial turbulence impacting global markets. They discuss the implications of US jobs data on investor sentiment and the challenges facing China's economy, including inflation and weak demand. The trio also explores strategies for navigating current market conditions, particularly in the tech sector amid an uncertain earnings season.
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Jun 21, 2024 • 24min

Macro Markets Insights and Outlook

Guests Christy Tan, Selena Ling, and Mary Nicola discuss insights on equity market shifts, analysis of US Fed rate cuts, and Japan's inflation data impact. They also explore China's loan prime rates, currency stability, and AI-related companies in the equity market trends.