Guests Nathan Dean, a senior policy analyst, and Ed Mills, a managing director at Raymond James, dive into the potential changes in financial regulations under a Trump presidency. Wendy Schiller, a political expert from Brown University, discusses the ramifications for the Democratic Party. Gautam Mukunda from Yale analyzes the economic impacts, while Monica Guerra, head of US policy at Morgan Stanley, highlights market reactions to the election results. The conversation explores trade, energy policies, and the shifting political landscape.

Join experts Nathan Dean, a Senior Policy Analyst, and Henrietta Treyz, an Economic Policy Director, as they dissect the competitive dynamics of the 2024 U.S. presidential election. Jennifer Lawless from UVA delves into the Trump-Harris race, while David Paleologos shares polling insights. Christopher Smart emphasizes the election's economic impact. They discuss key voter issues like democracy and abortion, swing states' roles, and how market dynamics will shift based on electoral outcomes. It's an enlightening blend of politics and economics!

Jen Bartashus and Simone Foxman analyze Target and TJ Maxx earnings. Danielle DiMartino Booth discusses the Fed, pressures in China, and outlook for the economy. Nathan Dean talks about President Biden’s attempts to curb China investments. Doug Baker gives his market outlook. Caroline Fredrickson discusses the Trump indictment. Lisa Sturtevant talks about real estate and mortgage rates.

David Kudla, Founder and CEO of Mainstay Capital Management, shares insights on market volatility and the Federal Reserve's mixed signals about interest rates. Nathan Dean, a Senior Policy Analyst, analyzes the political turmoil surrounding the potential government shutdown, highlighting the pressures within the Republican Party and historical contexts. The discussion touches on how these political dynamics could impact the economy and investor sentiment, especially amid looming debt ceiling negotiations and key legislative uncertainties.

Nathan Dean, a Senior Policy Analyst at Bloomberg Intelligence, shares insights into the U.S. election's impact on various industries. Wendy Schiller, a Brown University Professor, delves into the political ramifications of a potential Trump victory. Alison Williams discusses how banks could benefit from regulatory changes. Yayoi Sekine looks ahead at the growth of renewable energy. Matthew Palazola analyzes Berkshire Hathaway's earnings and cash reserves, while Wendy Thomas talks about SecureWorks' acquisition by Sophos and implications for cybersecurity.

Thomas Black, a Bloomberg Opinion columnist, delves into Boeing's latest union negotiations and discusses the potential impacts of a new pay proposal. Joanie Bily shares insights on the October U.S. jobs report, revealing trends in the labor market. Allan Schweyer highlights findings from a DEI work survey, emphasizing the demand for meaningful corporate change. David Wethe explores the U.S. oil industry's surprising productivity resurgence. Nathan Dean analyzes the political implications of the Harris vs. Trump scenario ahead of the elections.

Joanne Hsu, Surveys of Consumers Director at the University of Michigan, discusses the recent rise in consumer sentiment and its economic implications. Nathan Dean, Senior Policy Analyst, analyzes how the U.S. election may impact key industries. Victoria Fernandez, Chief Market Strategist, provides insights on market trends. Deborah Aitken, Luxury Goods Analyst, outlines the consequences of a court ruling on Tapestry's acquisition. Justina Lee shares tax-aware strategies for wealthy investors looking to minimize taxes.

This week features Nathan Dean, a Senior Policy Analyst at Bloomberg Intelligence, discussing the implications of the upcoming U.S. elections on corporate strategies. Michael Halen, a Senior Restaurant and Foodservice Analyst, shares insights on Starbucks' new CEO, Brian Niccol. Philip Richards, an expert in European banking, analyzes UniCredit’s unexpected move for Commerzbank. Finally, the talk shifts to Apple’s transformation into a $3.4 trillion powerhouse, addressing regulatory challenges and innovation in a competitive climate.

Nathan Dean, a Senior Policy Analyst, discusses the implications of Kamala Harris potentially becoming president after Biden's exit. Steve Man shares insights on Tesla's record earnings and its future strategies, while Lee Klaskow analyzes UPS's disappointing quarterly performance. Mandeep Singh highlights Alphabet's strong AI investments, contrasting its growth with competitors like Meta. The talk also covers Spotify's impressive financial performance and challenges facing Comcast and AstraZeneca amid shifting market dynamics.

Lauren Saidel-Baker, an economist from ITR Economics, discusses the latest U.S. PCE data and its implications for the economy. Tom Schoenberg tackles the accusations against short-seller Andrew Left, exploring the legal ramifications. Steven Major sheds light on bond market dynamics amid rising yields. Nathan Dean analyzes the aura surrounding Kamala Harris’s presidential campaign, weighing political strategies against economic conditions. Each guest brings unique insights, connecting finance and politics in a fascinating discussion.