Piotr Skolimowski, Bloomberg's Warsaw Bureau Chief, dives deep into Poland's upcoming presidential election, discussing the ruling party's strategy and opposition challenges, particularly for Donald Tusk. He analyzes how Poland's political landscape is evolving and its economic implications as the nation approaches its EU presidency. The conversation also touches on Donald Trump's proposed tariffs and their potential ripple effects on global trade and investment, while exploring their influence on the cryptocurrency market.

Macro traders are facing their toughest year since the pandemic, with tighter margins and economic uncertainties weighing down revenues. In France, Marine Le Pen's party aims to influence the government’s budget while Prime Minister Barnier makes key concessions. Meanwhile, Putin threatens strikes in Kyiv amid rising tensions. Excitingly, ex-trader Murray Roos is revolutionizing livestock auctions with a new online platform, moving from banking to farming and utilizing technology to modernize the industry.

Dan Hansen, Bloomberg's chief UK economist, shares insights on the potential 130,000 job losses tied to the £26 billion tax hike proposed by UK Chancellor Rachel Reeves. He discusses the alarming ramifications for businesses forced to pass these costs onto employees. Additionally, the conversation dives into the precarious situation in France, where the finance minister's budget bill faces significant hurdles. The market's reaction, including rising borrowing costs, highlights growing concerns over economic stability in both France and the UK.

France is facing political turmoil that has sent banking stocks tumbling. Meanwhile, the US is considering further restrictions on semiconductor sales to China, signaling heightened tensions. Inflation concerns also arise as the Fed's preferred metric shows an uptick. A new study reveals racial discrimination against Black graduates in the UK job market, despite companies' pledges for diversity. On a proactive note, Nordic nations are ramping up preparedness for potential crises, including conflict and cyber threats.

A newly brokered 60-day ceasefire between Israel and Hezbollah could signal a shift towards peace in the region, though reactions are mixed. Meanwhile, France is bracing for potential financial turbulence amid political tension over budget proposals. In the UK, corporate taxes have surged ahead of increased burdens from the Chancellor's new budget. Stellantis announces the closure of a van factory in Luton, challenging government mandates on electric vehicles. Plus, Trump's key economic appointments could reshape U.S. trade policy.

Jennifer Hillman, co-director of the Center on Inclusive Trade and Development and former U.S. Trade Representative counsel, discusses Donald Trump's proposed tariffs on China, Canada, and Mexico. She highlights the strategic intent behind Trump's announcements, suggesting they are aimed at negotiating leverage. The conversation also explores the potential economic fallout of these tariffs on imports and exports, how they could impact consumer prices, and the Federal Reserve's cautious stance amidst rising trade tensions.

President-elect Trump has stirred the pot with plans for extra tariffs on China, Mexico, and Canada, sending shockwaves through the markets. The dollar soared while stocks took a hit, igniting fears of his 'America First' approach. Meanwhile, UK Prime Minister Keir Starmer faces backlash over proposed budget cuts despite rising unemployment fears. Ireland's elections are heating up, buoyed by a corporate tax windfall, which raises the stakes for political promises. As economic anxieties grow, parties navigate living costs and a housing crisis.

A wave of job cuts is looming over UK businesses as nearly half prepare to downsize due to recent tax hikes. Meanwhile, the UK government is contemplating reclaiming pension tax breaks from asset managers to boost domestic investment. In the global arena, economic sentiment shifts with Scott Bessent's Treasury Secretary appointment causing a currency rally. Apple's Tim Cook makes headlines with his visit to China, and negotiations regarding Iran's nuclear program unfold amid rising geopolitical tensions.

Explore the impact of upcoming U.S. GDP and PCE data on Federal Reserve policies and retail giants like Macy's facing new challenges. Dive into the UK's economic uncertainties ahead of a pivotal CBI conference, while South Korea grapples with household debt and an IMF downgrade. Discover shifting dynamics in U.S.-China tech relations, spanning from TikTok to national security. This week’s insights promise a fascinating mix of global economic trends and business strategies.

The podcast reveals U.S. intelligence warnings about potential Russian sabotage targeting defense firms, raising geopolitical tensions. It discusses Trump’s attorney general nomination challenges amidst campaign finance scrutiny. In Portugal, affluent tourists are disrupting local life, sparking a battle led by designer Christian Louboutin to preserve the area's charm. Additionally, consumer confidence in the UK surprises with an uptick, reflecting shifts in economic sentiment.