Bloomberg Opinion

Investors are closely monitoring a Fed pivot, but there's another pivot they should have their eyes on: leadership turnover in China and the UK. Shuli Ren and Adrian Wooldrige on those stories. And Alexis Leondis discusses another type movement... a physical kind. State migration in part motivated by high taxes.See omnystudio.com/listener for privacy information.

New UK Prime Minister Rishi Sunak will soon put forth his economic plan. Will it bring the stability the nation yearns for? Bloomberg Opinion's Adrian Wooldridge joins.See omnystudio.com/listener for privacy information.

A bold call from David Fickling on oil this week... see if you agree. We also examine data showing the beginnings of a shift in US consumer behavior with Jonathan Levin. And John Authers discusses why we haven't yet seen capitulation in equity markets. See omnystudio.com/listener for privacy information.

A hotter-than-expected September inflation print portends another jumbo rate hike. Today, we take a deep dive into the data, examining how inflation is influencing consumer behavior. We discuss with Jonathan Levin.See omnystudio.com/listener for privacy information.

Market participants will be on the alert for signs President Xi Jinping's Covid-zero policy might be nearing the end of its shelf-life when Xi addresses the 20th National Congress of the CPC this weekend. The chip war between the US and China ramped up this week with more restrictions from the US on Chinese semiconductor companies. Another hot CPI reading whipsaws markets. And David Fickling discusses food insecurity. John Authers, Shuli Ren, Tim Culpan and David Fickling join.See omnystudio.com/listener for privacy information.

Jonathan Bernstein joins to look at the midterms slate five weeks out. Clara Ferreira Marques discusses Jair Bolsonaro's performance in the first round of the Brazilian election relative to poll predictions, and why 'Bolsonarismo' looks like it will remain a force post-election, no matter the result. And Mike Regan takes the temperature of a very whippy market digesting more Fed speak and lower lows as Q4 begins.See omnystudio.com/listener for privacy information.

Dollar strength is fast becoming an Achilles heel for global economies, already grappling with geopolitical uncertainty and unmanageable inflation. Sterling’s plunge this week after a stunning HM Treasury announcement added a layer to FX market turmoil. Tom Orlik, Dan Moss and Andreea Papuc join. We also speak with Justin Fox on how labor market participation in the US could help the Fed.  See omnystudio.com/listener for privacy information.

Markets were faced with streams of hawkish rhetoric this week. In Russia, Vladimir Putin ordered the mobilization of reservists and, again, hinted at nuclear options. In Washington, Fed Chair Jerome Powell, again, signaled the Fed would crush inflation at the expense of growth, and delivered another 75 bps hike. Admiral James Stavridis, Jonathan Levin and John Authers join.See omnystudio.com/listener for privacy information.

This week we discuss market maneuvers post-CPI and pre-FOMC with John Authers. Clara Ferreira Marques discusses Putin’s options as domestic criticism emerges and President Xi fails to offer public acknowledgment of, or support for, Putin’s war. And Justin Fox notices a trend in one industry that illuminates changes in the US labor force. See omnystudio.com/listener for privacy information.

The Fed is about to enter its traditional pre-FOMC blackout period, so speakers were plentiful this week. We speak with Conor Sen about whether traders are pricing in the right move in September. Clara Ferreira Marques joins to analyze Vladimir Putin's propaganda agenda via RT. And Shuli Ren considers how China could learn lessons on growth from its Communist neighbor Vietnam.  See omnystudio.com/listener for privacy information.