Shawn Donnan

Join Shawn Donnan, a senior writer for Bloomberg, and Mark Sobel, US Chairman of OMFIF, as they unpack the potential 'Mar-a-Lago Accord' and its implications for global trade. They delve into the intricate relationship between U.S. dollar valuation and national security, exploring economic challenges and the evolving landscape under Trump’s administration. The discussion also touches on the interconnectedness of currency manipulation and trade negotiations, revealing how these factors shape not just economics, but international relationships.

Shawn Donnan, a Bloomberg Economics reporter, dives deep into the story of Wilson Jones, who runs a family-owned sawmill in North Carolina. They discuss how trade tariffs initiated by Trump led to the mill’s devastating closure. Wilson reflects on the emotional toll and the community's loss, despite once supporting Trump's policies. Insights into the sawmill's reliance on exports reveal the far-reaching impacts of tariffs on rural economy. The conversation blends personal narratives with broader economic themes, showcasing the human cost of policy decisions.

Shawn Donnan, a senior correspondent for Bloomberg News, and Anna Wong, the Chief US economist at Bloomberg Economics and former Fed staffer, delve into the complex repercussions of Trump's tariff policies. They discuss how tariffs influence trade dynamics globally, including the depreciation of the dollar and adverse job statistics. The conversation highlights real-world impacts, such as on Mexican tomato growers, and critiques the government's selective exclusions that distort markets. Finally, they explore tariffs as a potential long-term solution for the U.S. economy.

Ian King, a Bloomberg News US Semiconductor & Networking Reporter, discusses Nvidia's energy-efficient chips, addressing the growing electricity demands of AI computing. Shawn Donnan, a Senior Economics Writer, analyzes the impact of tariffs on US towns facing economic challenges. Ed Ludlow, co-host of Bloomberg Technology, delves into Rivian's supply chain struggles due to a miscalculation in sourcing essential materials. Larry Pitkowski, Managing Partner at Goodhaven Capital Management, shares insights on the current economic landscape and investment opportunities.

In this insightful discussion, Anthony Palazzo, Bloomberg News Senior Editor, reveals how production delays from Boeing and Airbus force airlines to hold on to older jets. Shawn Donnan, Senior Economics Writer, dives into North Carolina's evolving political landscape, shedding light on new voter demographics. Ed Ludlow, from Bloomberg Technology, examines potential future impacts on the EV market depending on electoral outcomes. Lastly, Nick Venditti shares his expertise on trends in the municipal bond market amid shifting political dynamics.