Nathan Dean

Guest Nathan Dean, a Senior Policy Analyst at Bloomberg Intelligence, provides keen insights into the upheaval caused by a US court ruling that blocks many of President Trump's tariffs. He discusses the legal ramifications of this decision and its impact on international trade relationships. Dean also highlights the broader market volatility linked to these trade policies, while exploring how the tech sector, particularly companies like Nvidia, is navigating these uncertain waters. The interplay between tariffs and inflation pressures is a key focus that shapes market outlooks.

Nathan Dean, a Senior Policy Analyst at Bloomberg Intelligence, discusses the implications of President Trump's tariffs, which have drawn swift retaliatory actions from the EU and Canada. Oliver Crook, a Bloomberg Europe Correspondent, provides insights into the complex US-Ukraine ceasefire negotiations with Russia, revealing the precarious stance of Ukraine amid shifting military support. Scott Strazik, CEO of GE Vernova, emphasizes the intersection of tariffs and the burgeoning demand for AI in energy sectors, highlighting future trends in infrastructure and investment.

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!

Nathan Dean, a Senior Policy Analyst at Bloomberg Intelligence, dives into the complexities of tariffs and their looming impact on the economy. He discusses how recent PCE data indicates weaker consumer spending, a worrying sign for inflation. Dean highlights a shift in consumer behavior, particularly a notable reduction in spending on services. Additionally, he touches on political dynamics in Congress regarding budget resolutions, offering insights into how these factors interplay with economic challenges facing Americans.

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.

Nathan Dean, a senior policy analyst at Bloomberg Intelligence, discusses the looming U.S. government shutdown, examining political pressures and potential layoffs. He highlights the administration's strategy aimed at trimming federal size. Her Excellency Noor bint Ali Alkhulaif, CEO of the Bahrain Economic Development Board, shares insights on Bahrain's efforts to attract tech investments and diversify its economy, emphasizing its competitive advantages and openness to foreign talent.

Nathan Dean, a senior policy analyst at Bloomberg Intelligence, dives into key legislative developments impacting health care and agriculture. He discusses the Senate's vote on extending Obamacare subsidies amid political gridlock. Dean also unveils a proposed $12 billion farm aid package aimed at capital expenditures. The episode touches on the regulatory future of crypto, highlighting stablecoin rules and potential shifts in the market structure. Plus, insights on the Trump administration's AI executive order and implications for the Netflix–Warner merger keep listeners engaged.

In this engaging discussion, Nathan Dean, a senior policy analyst from Bloomberg Intelligence, shares insights on key topics affecting investors. He reveals that Kevin Hassett is emerging as a frontrunner for Federal Reserve Chair. Dean explores the impact of new bank capital rules and previews a crucial House hearing on bank regulations. He also highlights challenges surrounding the National Defense Authorization Act, the uncertain future of Obamacare subsidies, and a potential $12–13 billion farm aid package, all while signaling shifts in the political landscape before year-end.

Nathan Dean, a senior policy analyst at Bloomberg Intelligence, dives into pressing U.S. financial and regulatory topics. He forecasts the final leverage ratio rule, which may impact Tier 1 capital for major banks. Dean also discusses the slim chances of a crypto bill passing that could affect platforms like Coinbase. Additionally, he shares insights on a potential $12-13 billion aid package for farmers and updates on the National Defense Authorization Act. His analysis sheds light on the evolving political landscape affecting investors.