Ben Luk, Senior Multi-Asset Strategist at State Street Global Markets, shares his insights on the evolving landscape of emerging markets, highlighting cautious institutional interest in Chinese assets despite local uncertainties. Adam Turnquist, Chief Technical Strategist at LPL Financial, discusses the implications of Federal Reserve policies on market trends and inflation, particularly ahead of the key U.S. CPI report. The conversation dives into strategic investment approaches in a rising yield environment, emphasizing specific sectors that may thrive despite economic challenges.

Taosha Wang, a Portfolio Manager at Fidelity International, sheds light on China's booming AI industry and its global repercussions. She delves into how U.S. tariffs on metals may reshape market dynamics and international relations. The conversation highlights key players like Deepsea and discusses the tension between U.S. export controls and China's tech advancements. Wang navigates the broader implications of these developments, suggesting a complex interplay of competition and potential cooperation in the tech arena.

Brian Fowler, a Senior Editor at Bloomberg News in Tokyo, discusses the significant 25% tariffs President Trump plans on steel and aluminum imports, examining implications for key Asian exporters. Shams Afzal, Managing Director at Carnegie Investment Council, analyzes how these tariffs might influence inflation and interest rate hikes in Japan. They dive into diplomatic strategies in U.S.-Japan relations and reflect on the broader economic impact, including market volatility and the competitive landscape involving AI advancements.

Karishma Vaswani, a Bloomberg Opinion columnist known for her sharp analysis of geopolitical trends, joins the discussion. She delves into the complexities of the U.S.-China trade war, highlighting the economic ramifications of tariffs and potential retaliation. The conversation also covers the upcoming AI Action Summit in Paris, emphasizing the competitive landscape of artificial intelligence and its global implications, particularly in the context of U.S.-China relations. Listeners gain insights into how these issues affect the future of international trade and technology.

Mary Nicola, Bloomberg MLIV Strategist based in Singapore, kicks off a discussion on the fast-paced APAC trading week. Arun Sundaram, Vice President at CFRA, analyzes Amazon's earnings, highlighting challenges and future tech investments. Keith Buchanan, Senior Portfolio Manager, dives into the upcoming U.S. jobs report, emphasizing its significance for financial markets and Fed policies. The discussion uncovers the resilience of the Japanese yen and the impact of tariffs on e-commerce, painting a complex picture of global market dynamics.

Stephanie Leung, Chief Investment Officer at StashAway, shares her expertise on how recent US tariffs on China are shaking up global markets. Zachary Hill, Head of Portfolio Management at Horizon Investments, sheds light on market behavior during this turbulent time. They discuss the economic repercussions of the US-China trade war, including shifts in Asia-Pacific markets and the influence of tariffs on investment strategies. Additionally, advanced AI developments and their potential effects on the housing market in China are explored.

Annabelle Droulers, Bloomberg Tech Correspondent based in Hong Kong, dissects Alphabet's disappointing earnings as concerns mount over its cloud revenue and increasing investor caution amid fierce AI competition. She also sheds light on China's retaliatory antitrust probe against the tech giant, framed within the context of escalating U.S.-China trade tensions. The discussion culminates in an analysis of how these tariff dynamics impact currency markets, especially regarding the offshore yuan and broader Asian economies.

Shuli Ren, a Bloomberg Opinion columnist from Hong Kong, and Chris Zaccarelli, Chief Investment Officer at Northlight Asset Management, dive into the shifting landscape of U.S.-China trade. They discuss the implications of postponed tariffs and challenges in the Chinese economy compared to a booming U.S. market. The conversation highlights issues like the impact on foreign investments, the job market for recent graduates, and the potential for a trade war. They also explore how artificial intelligence is reshaping market dynamics.

Jun Bei Liu, founder of TenCap and a market expert, discusses the potential long-term impacts of impending Trump tariffs on China's economy, highlighting the fragility of the market. Stuart Thomas, founding partner at Presidian Investments, shares insights on how the strengthening U.S. dollar could provide unique opportunities for investors amid these tariff-driven changes. The conversation also touches on Chinese countermeasures and the evolving dynamics of U.S.-China trade relations, emphasizing the importance of staying alert in these turbulent times.

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US: We look ahead to the January Jobs report and preview some big tech earnings we're watching In the UK: We look ahead to the BOE rate decision  In Asia: We detail the future of China's DeepSeek AI  See omnystudio.com/listener for privacy information.