undefined

Mary Nicola

Bloomberg MLIV Strategist based in Singapore, providing insights on APAC markets.

Top 10 podcasts with Mary Nicola

Ranked by the Snipd community
undefined
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.
undefined
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.
undefined
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.
undefined
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.
undefined
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.
undefined
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.
undefined
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.
undefined
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.
undefined
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.
undefined
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.