Here's Why

Explore how technology, particularly AI, is transforming weather forecasting. Discover the remarkable advancements that enhance accuracy while grappling with the challenges of extreme weather. The discussion delves into the collaboration between AI and traditional methods, promising a more reliable future. Additionally, it highlights the risks associated with AI's dependence on historical data, navigating the evolving landscape of public and private weather agencies. Tune in for insights on how we're adapting to climate change through innovative forecasting!

Enda Curran, a global economy reporter at Bloomberg, shares his expertise on critical economic indicators with Stephen Carroll. They delve into the significance of data points like CPI, PCE, and GDP, discussing how to differentiate the essential from the extraneous. The conversation highlights the disconnect between inflation rates and consumer prices, explaining that disinflation doesn’t always mean lower costs. Additionally, they explore the impact of data revisions and interpretations, revealing how political narratives can skew our understanding of the economy.

Deirdre Hipwell, who leads Bloomberg's healthcare coverage in Europe, dives into the rising trend of weight loss drugs like Wegovy. She discusses how these medications are reshaping consumer eating habits, with a growing demand for high-protein, low-calorie foods. Food companies like Nestle and Danone are adjusting their strategies in response to this shift. Hipwell also explores the challenges the food industry faces from potential regulations on ultra-processed foods and the exciting future of obesity treatments, including the move from injections to pills.

The US and China have agreed to slash import tariffs for 90 days to allow for further negotiations. The deal is a major pullback of America's trade offensive, and comes after Chinese President Xi Jinping has taken a defiant stance against Donald Trump. Bloomberg Opinion columnist Karishma Vaswani joins host Stephen Carroll to discuss.See omnystudio.com/listener for privacy information.

Crude oil prices have fallen sharply since the start of the year, caught up in the market turmoil of Donald Trump's trade war. The OPEC+ group of oil-producing countries has responded by increasing production, which has pushed prices down further. Why are these nations intentionally hurting their own revenues? Bloomberg Opinion columnist Javier Blas joins host Stephen Carroll to explain.See omnystudio.com/listener for privacy information.

Saleha Mohsin, Senior Washington Correspondent at Bloomberg and author of *Paper Soldiers*, dives into the implications of a weakening dollar. She explains how the dollar's decline impacts global economies and trade dynamics, highlighting the challenges faced by U.S. manufacturers amid geopolitical tensions. Mohsin also discusses how this trend benefits foreign tourists while raising costs for American consumers and examines the uncertainties in investment strategies as the dollar's dominance shifts.

Jack Ryan, a precious metals reporter at Bloomberg, delves into the recent surge in gold prices driven by investor desire for security amid economic uncertainty. He discusses the risks of a potential gold bubble due to geopolitical tensions and central bank actions. The allure of gold as a safe haven asset, especially in declining markets, is examined in detail. Additionally, Ryan highlights practical considerations for investors, comparing gold to other assets like Bitcoin and analyzing historical trends that shape its current appeal.

Joe Weisenthal, co-host of Bloomberg's Odd Lots podcast, shares insights on the turbulent impact of economic uncertainty on businesses and consumers. He discusses how fluctuating trade policies create chaos in market stability and decision-making. The conversation highlights the detrimental effects of inconsistent messaging from policymakers and dives into the challenges companies face while trying to remain flexible in a volatile landscape. This exploration raises critical questions about whether we can adapt to such unpredictability in the long run.

US Treasury bonds have long served as a refuge for investors during times of panic. But as President Donald Trump unleashes an assault on global trade, their status as the world’s safe haven is increasingly coming into question. Yields, especially on longer-term debt, have surged on the tariff announcements, raising fears that key foreign buyers could take their money elsewhere, in a form of buyers' strike. Our Managing Editor for FX and Rates, Rachel Evans, joins host Stephen Carroll to discuss.See omnystudio.com/listener for privacy information.

The American economy is richer, more innovative, and has expanded at a faster rate than most of the developed world for many years. How will Donald Trump's tariffs affect that trajectory? Bloomberg's head of economics and government Stephanie Flanders joins host Stephen Carroll to discuss.See omnystudio.com/listener for privacy information.