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Mary Nicola

Bloomberg Markets Live strategist based in Singapore. Provides insights on market reactions to global trade.

Top 10 podcasts with Mary Nicola

Ranked by the Snipd community
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11 snips
Feb 7, 2025 • 24min

Recapping the APAC Trading Week, Amazon Earnings, US Jobs Data

Mary Nicola, Bloomberg MLIV Strategist based in Singapore, kicks off a discussion on the fast-paced APAC trading week. Arun Sundaram, Vice President at CFRA, analyzes Amazon's earnings, highlighting challenges and future tech investments. Keith Buchanan, Senior Portfolio Manager, dives into the upcoming U.S. jobs report, emphasizing its significance for financial markets and Fed policies. The discussion uncovers the resilience of the Japanese yen and the impact of tariffs on e-commerce, painting a complex picture of global market dynamics.
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8 snips
Mar 27, 2025 • 20min

APAC Markets React to New US Auto Tariffs

Mary Nicola, a Bloomberg Markets Live strategist in Singapore, discusses the market's immediate reaction to new U.S. auto tariffs, particularly the impact on major automakers like Toyota and Hyundai. Robert Schein, Chief Investment Officer at Blanke Schein Wealth Management, offers insights into how these tariffs might influence inflation and Federal Reserve policies. They explore broader implications for the Asia-Pacific region and highlight investment opportunities amid rising market volatility and geopolitical tensions.
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7 snips
Apr 7, 2025 • 20min

Stocks Crater, Trump Digs In, US Risks Economic 'Nuclear Winter'

Mary Nicola, a Markets Live Strategist, dives into the chaos of global markets driven by President Trump’s tariffs and China's retaliatory measures. She discusses investors flocking to safe haven assets amid recession fears. Nicola highlights how prominent investors like Bill Ackman are criticizing Trump's tariff strategies. The complex trade negotiations between the EU and the U.S. reveal deep divisions among European leaders, each proposing varying responses to the escalating tension. Expect insights on the potential future of international trade and economic stability.
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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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Feb 21, 2025 • 19min

Tracking the Yen's Impact on BOJ Policy

Mary Nicola, a Bloomberg MLIV Strategist in Singapore, discusses how fluctuations in the yen could influence the Bank of Japan's policy amid rising inflation. Vance Howard, CEO of Howard Capital Management, analyzes the impact of disappointing Walmart earnings on the U.S. consumer market. The conversation explores dynamic economic conditions in Asia, including tariff pressures and tech earnings, while addressing global uncertainty and opportunities in cryptocurrency and small-cap stocks.
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Jan 28, 2025 • 17min

Nvidia: DeepSeek AI ‘Excellent’, Trumps Global Tariff Pledge & UK Pension Shakeup

In this discussion, Mary Nicola, a strategist at Bloomberg Markets Live, analyzes the impact of DeepSeek, a Chinese AI startup releasing a groundbreaking open-source model. She highlights how this innovation challenges major players like Nvidia, leading to significant market sell-offs. The conversation also touches on President Trump's bold tariff proposals and their potential effects on US trade. Additionally, Nicola discusses the UK's plans to utilize pension fund surpluses to stimulate economic growth, reflecting evolving market dynamics.
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Jan 21, 2025 • 17min

Trump Tariff Talk Rattles Markets

Mary Nicola, a Bloomberg MLIV strategist based in Singapore, and Daniel Dresner, a Tufts University Professor of International Politics, dive into the market's reaction to Trump's tariff proposals. They discuss how these tariffs have stirred volatility in currency markets, affecting investor sentiments. The conversation also covers the broader implications for U.S.-China relations and global trade, highlighting shifting dynamics and the challenges presented by Trump's unconventional strategies. The experts offer insights into the potential future of trade practices amidst these tensions.
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Jan 10, 2025 • 17min

What's Next for the US-Nippon Steel Deal?

In this engaging discussion, Mary Nicola, a Bloomberg MLIV strategist, and Gearoid Reidy, a Bloomberg Opinion columnist, dive into the U.S. steel industry landscape. They analyze the recent blocking of Nippon Steel's acquisition by President Biden, highlighting national security implications and potential effects on U.S.-Japan relations. The conversation also navigates the complexities of the American labor market and the challenges posed by tariffs, revealing how these factors could shape market trends and corporate strategies moving forward.
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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.