Bloomberg Chief Rates correspondent Garfield Reynolds says the strong start to 2023 might just be a red herring. He joins to break down rate moves and explains what recent eco-data and hawkish Fed messaging might mean for the US economy. Opinion's Tim Culpan discusses the exploding interest in ChatGPT and outlines the risks of artificial intelligence developed in China. Columnist Alexis Leondis also joins to discuss the mortgage double-edged sword.See omnystudio.com/listener for privacy information.

St. Louis Federal Reserve president James Bullard and head of the Cleveland Fed Loretta Mester roil markets late in the week after suggesting the Fed could raise rates for longer than anticipated. How does the rate hike path affect investing strategies? Bloomberg Chief Rates correspondent Garfield Reynolds discusses what this week’s market moves mean for investors and breaks down recent bond market activity. Bloomberg Opinion columnist Tim Culpan takes a close look at Japanese conglomerate SoftBank and explains why it might seem too big to fail, but actually is not. Opinion’s Alexis Leondis also joins, talking about the inflation pinch on childcare and why the tax code cannot keep up with costs.See omnystudio.com/listener for privacy information.

Could we see rate cuts this year? Maybe, says Bloomberg Chief Rates Strategist Garfield Reynolds. But it'll come at a cost. Adani isn't Evergrande - it's worse, according to Bloombrerg Opinion's Shuli Ren. We discuss what's next for Gautam Adani. We also explore meat alternatives with Opinion columnist Stephen Mihm.See omnystudio.com/listener for privacy information.

John Authers and Mark Cranfield pick apart the market reaction to Fed Chair Jerome Powell's post-FOMC news conference. They appraise the market's response to what it heard. Indian industrialist Gautam Adani found himself at the mercy of the market this week too. Shuli Ren explains Adani's predicament and what any permanent damage may mean for India's growth trajectory.  See omnystudio.com/listener for privacy information.

The US and Germany will supply Ukraine with top tier battle tanks. How will it help Ukraine fight against Russian aggression? Retired Navy Admiral and Bloomberg Opinion columnist James Stavridis offers his outlook. Bloomberg Executive Editor for Asia Markets Paul Dobson also joins to discuss the push and pull between US and Asian markets. In this episode, we also cover the political instability in Myanmar with Opinion's Clara Ferreira Marques, and columnist Justin Fox explains why retail could surprise in 2023. Listen to the latest Bloomberg Opinion podcast for all of these stories from this week.See omnystudio.com/listener for privacy information.

How will rate hikes from the Federal Reserve play out in emerging markets? We get the view from Bloomberg Opinion columnist John Authers. Plus, Garfield Reynolds tells us why fighting the Bank of Japan could be a losing bet. And Justin Fox weighs in on the post-pandemic drinking binge that just won't end. Listen to the latest Bloomberg Opinion podcast for fresh takes on these and other stories in the news this week.See omnystudio.com/listener for privacy information.

Republicans elected a House Speaker. Although Kevin McCarthy seems secure in the role, for now, Bloomberg Opinion columnist Jonathan Bernstein believes there's more instability to come. And Bloomberg's John Liu examines China's geopolitical and economic risks.See omnystudio.com/listener for privacy information.

Shuli Ren discusses returning home amid China's reopening and the devastating effects of zero-COVID. John Authers breaks down market risks, as they relate to inflation, the Fed, and DC gridlock. And Tim Culpan weighs Twitter's future.See omnystudio.com/listener for privacy information.

Join us as we wrap the top stories we covered this year. Philosopher Volodymyr Yermolenko breaks down Ukrainian and Russian identities and post-war questions. Clara Ferreira Marques remembers Mikhail Gorbachev. David Fickling examines the world's bread baskets, and Cambridge professor Helen Thompson discusses the new world order.See omnystudio.com/listener for privacy information.

Global reaction to the Bank of Japan's decision to tweak its yield curve control mechanism with Marcus Ashworth and Paul Dobson. Jonathan Bernstein wraps up the year in politics. And Bobby Ghosh joins to discuss the lessons the 2022 World Cup had to teach us.See omnystudio.com/listener for privacy information.