Lee Clasgow, Bloomberg Intelligence Senior Transport Logistics and Shipping Analyst, shares intriguing insights on FedEx's earnings report, analyzing the challenges facing the logistics sector in today's economy. Laura Noonan, finance reporter at Bloomberg, discusses the upcoming Morgan Stanley European Financials Conference while shedding light on the evolving landscape of European finance amidst geopolitical tensions. Together, they explore key market predictions, including Tencent's AI advancements and the implications of the Bank of Japan's rate decisions.

On today's episode, we track the trading action following the S&P 500 entering correction as President Trump's trade war escalates. We speak with Mary Nicola, Bloomberg MLIV Strategist in Singapore.Plus, a look at how Trump's policies on trade shape global markets. We speak to Sandi Bragar, Chief Client Officer at AspiriantSee omnystudio.com/listener for privacy information.

On today's episode, we explore what's driving outflows from Asian markets as a global trade war accelerates. Vivek Subramanyam, Founder and CEO of TH Global Capital, joins the program from London. Plus - reaction to a cooler-than-forecast US inflation print that helped Wall Street rebound from two days of heavy losses linked to tariff concerns. We speak with Burns McKinney, Managing Director & Senior Portfolio Manager at NFJ Investment Group.See omnystudio.com/listener for privacy information.

On today's episode, we break down the latest messaging from the Bank of Japan with Paul Jackson, Asia Economy Editor for Bloomberg News in Tokyo. Plus - a discussion on the latest round of tariffs from the Trump Administration with Michele Martin, President of Prosperity, the wealth management arm of EisnerAmper.See omnystudio.com/listener for privacy information.

Join Ben Harburg, a keen investor in Chinese markets, and Scott Ladner, a savvy chief investment officer, as they dissect the massive U.S. stock selloff that has rippled across Asia. They explore the contrasting market sentiments, revealing how Chinese investors are diving into Hong Kong stocks amidst economic turmoil. The duo also discusses the impacts of recent tariff hikes on U.S. agricultural goods and the evolving dynamics of inflation in China, uncovering both challenges and potential opportunities for savvy investors.

Chi Lo, APAC Senior Market Strategist at BNP Paribas, shares insights on China's economy as it faces deflation with CPI dipping below zero. He emphasizes the necessity for government intervention to boost private sector confidence. Meanwhile, George Schultze, CEO of Schultze Wealth Management, discusses the implications of President Trump's tariffs, highlighting their impact on U.S. markets and multinational strategies. They also analyze Tesla's challenges in China against BYD's rise and the overall resilience of the American economy amidst evolving trade dynamics.

Katya Dmitrieva, a Bloomberg News Asia economy reporter, dives into China's ambitious 5% growth target for 2025 and the obstacles that lie ahead. She discusses fiscal strategies to boost consumption amidst external pressures and the challenges within the retail and labor markets. Joining her is Jana Randau, Bloomberg's ECB reporter, who provides insights on the European Central Bank's upcoming conference and the implications of policy decisions for Europe’s economy. Their conversation captures the intersection of global economic dynamics and institutional strategies.

On today's episode, we get reaction to US President Donald Trump exempting Mexican and Canadian goods covered by the North American trade agreement known as USMCA from his 25% tariffs, offering major reprieves to the US’s two largest trading partners. Bank of America CEO Brian Moynihan speaks exclusively to Bloomberg's Shery Ahn in Tokyo. Plus - a conversation with Carin Pai, Executive Vice President and Head of Portfolio Management at Fiduciary Trust International.See omnystudio.com/listener for privacy information.

Katia Dmitrieva, Asia Economy Reporter for Bloomberg News, offers a deep dive into China's shift from investment-led to consumption-led growth, highlighting Premier Li Qiang’s emphasis on boosting consumption by 2025. George Cipolloni, Portfolio Manager at Penn Mutual Asset Management, discusses the US labor market's slowdown, addressing implications for monetary policy and hiring trends. The conversation navigates the challenges of rising debt in China and the impact of tariffs, painting a complex picture of future economic landscapes in both countries.

Shehzad Qazi, COO at China Beige Book International, shares insights on China's crucial 'Two Sessions,' discussing potential stimulus and growth targets amidst rising national debt. Patrick Kennedy, Founding Partner at AllSource Investment Management, analyzes the impact of Donald Trump's impending tariffs on market trends. Together, they explore China's cautious shift to consumer-driven growth, the challenges posed by trade tensions, and the resilience of the property market, painting a complex picture of economic recovery and uncertainty.