Trumponomics

Shawn Donnan, a senior reporter at Bloomberg focused on the global economy, and John Authers, a senior editor and Bloomberg Opinion columnist, dive deep into the impact of Donald Trump's tariffs. They discuss the dramatic rise in U.S. tariff rates, reaching levels not seen since the 1930s, and its potential economic repercussions. The duo also analyzes Trump's unique negotiation tactics, the tensions surrounding Iran, and the uncertain future of trade policies. Ultimately, they explore how these elements could reshape markets and international relations.

Jennifer Welch, a chief geoeconomics analyst for Bloomberg Economics, and Ziad Daoud, chief emerging markets economist at Harvard Kennedy School, explore the surprising stability of oil prices amid rising geopolitical tensions, particularly between Israel and Iran. They discuss how Trump's foreign policy and the decoupling of oil prices from traditional threats challenge the usual economic forecasts. The conversation highlights the complexities of the oil market, examining the factors that contribute to this unexpected resilience.

Join Robin Xing, Chief China Economist at Morgan Stanley, Rebecca Choong Wilkins, Bloomberg's Asia economics reporter, and Hao Hong, Managing Partner at Lotus Asset Management, in an intriguing discussion from Hong Kong. They unpack the complexities of US-China trade negotiations and explore China's strategic patience amidst economic challenges. The panel also discusses shifts in financial landscapes, the impact of currency fluctuations, and historical reflections on the Asian financial crisis, illustrating how past lessons influence today's economic dynamics.

Gary Cohn, Vice Chairman at IBM and former chief economic advisor to Trump, joins Peter Orszag, Lazard CEO and former OMB director, and Kevin McCarthy, the 55th Speaker of the House, to discuss the future of the U.S. economy under Trump's policies. They analyze how these policies could reshape economic competitiveness and resilience, tackle supply chain vulnerabilities, and the importance of international partnerships. The conversation also touches on immigration's role in attracting talent, the balancing act of budget cuts, and the need for sustainable economic strategies.

Anna Wong, Chief US economist at Bloomberg Economics, brings her deep insight from the Federal Reserve and Treasury, while Josh Wingrove, a senior White House reporter, provides an inside look at evolving strategies. They dive into the economic fallout of Trump's trade war, discussing its complex legal battles and unexpected outcomes like disinflation. The podcast also highlights the tense U.S.-China relations, exploring the risks of a capital war and the significant impacts on manufacturing and consumer behavior.

In this discussion, Richard Baldwin, an international economics expert and author of The Great Trade Hack, critiques Trump's tariffs as ineffective for protecting American workers. He argues that these measures stem from a 'grievance' mindset rather than substantive economic strategy. Baldwin warns that unilateral tariffs may leave the U.S. isolated in a changing global trade landscape. He underscores the need for comprehensive social policies instead of protectionism to truly address the socioeconomic challenges facing the middle class.

Dina Esfandiary, Middle East geoeconomics lead for Bloomberg Economics, Ziad Daoud, chief emerging markets economist for Bloomberg Economics, and John Micklethwait, Editor in Chief at Bloomberg, join a vibrant discussion from the Qatar Economic Forum. They unpack how Trumponomics has transformed U.S.-Middle East relations, emphasizing the region's economic shifts and geopolitical dynamics post-Trump's Gulf visits. The panel also tackles sanctions relief in Syria and evolving U.S.-Iran negotiations, illustrating a complex landscape filled with both opportunities and challenges.

Stephen Moore, an economist and author known for his insights on Trump's economic policies, teams up with Josh Wingrove, a seasoned Bloomberg reporter, to delve into the U.S. trade strategy. They discuss the recent trade peace with China and how tax cuts might lead to an economic boom. The duo navigates the complexities of tariff policies and their implications on the economy, while highlighting the balancing act between national debt and growth. They also touch on the importance of international agreements and the urgency of pushing for tax reforms.

Niall Ferguson, a noted historian and commentator, joins Fareed Zakaria, CNN host and insightful author, for a lively discussion at the Milken Conference. They dissect Trump's economic worldview and reveal how the U.S. economy is outperforming expectations, despite his protectionist rhetoric. Historical comparisons with past presidencies highlight deeper political currents. They also navigate the complexities of decoupling from China and emphasize the dollar's strength amid global challenges, painting a picture of resilience in a tumultuous landscape.

On this episode of Trumponomics, we discuss why India stands to gain from the US trade war with China and the rest of the world. Host Stephanie Flanders speaks with Bloomberg senior editor Chris Anstey and reporter Shruti Srivastava, as well as Bloomberg Economics senior India economist Abhishek Gupta. They look at how India has been able to pull ahead of rivals as the US roils the world, and specifically whether the Republican in the White House may unintentionally be boosting the South Asian nation’s long-term ambitions to replace China as the “factory of the world.” See omnystudio.com/listener for privacy information.