Paul Allen

Join Paul Allen, Bloomberg's Australia Correspondent, and Clark Geranen, Chief Market Strategist at CalBay Investments, as they dive into the recent U.S.-EU trade agreement, which avoids a potential trade war with a 15% tariff on auto exports. They discuss the implications for the global economy and how it could influence earnings reports from tech giants. Additionally, Paul shares insights on the landmark 50-year defense treaty between Australia and the UK, focusing on nuclear submarines and job creation, while addressing geopolitical challenges in the AUKUS partnership.

George Cipolloni, a savvy Portfolio Manager at Penn Mutual Asset Management, and Paul Allen, an insightful Bloomberg reporter covering the Australian election, dive into critical discussions. They dissect the upcoming Australian federal election, highlighting its potential market impact. Trump’s influence on local politics is examined, revealing shifting voter priorities amidst economic challenges. They also review strong earnings from Microsoft and Meta, suggesting resilience despite tariff fears, and share investment strategies for navigating market volatility.

Paul Allen, Bloomberg Australia correspondent, shares insights on the potential merger between mining giants Rio Tinto and Glencore, discussing its implications for Australia’s economy and impacts on key markets like iron ore and copper. Catherine Dowling, Chief Compliance Officer at Bitwise Asset Management, shines a light on the evolving crypto regulatory landscape in Asia and the U.S., emphasizing the need for clear regulations and global collaboration in the wake of Donald Trump's inauguration.