Here's Why

The popularity of nuclear power has seen major swings since the first reactor went into commercial operation some 70 years ago. As countries look for ways of securing their future energy supplies, interest in nuclear has been revived. Could power-hungry artificial intelligence be another catalyst? Our reporter Jonathan Tirone joins host Stephen Carroll to explain.See omnystudio.com/listener for privacy information.

Gina Martin Adams, Chief Equity Strategist for Bloomberg Intelligence, unpacks the complexities of forecasting company earnings. She discusses how discrepancies between reported figures and expert expectations arise each earnings season. The conversation highlights the automotive industry's unique challenges and the importance of analyst consensus. Additionally, she emphasizes a strategy of under-promising to over-deliver while analyzing the tech sector's persistent outperformance. The episode also touches on the importance of mental well-being in navigating market fluctuations.

Flavia Krause-Jackson, Bloomberg's executive editor for EMEA and Latin America, dives into Europe's critical defense shortcomings. She discusses the alarming gap in military readiness highlighted by the Ukraine conflict and rising geopolitical tensions. The conversation reveals concerns about inadequate defense spending and how this leaves Europe vulnerable. Flavia also analyzes the potential impacts of a returning Trump on NATO strategies, and the pressing need for countries like the UK and France to bolster their military capabilities amidst shifting global dynamics.

In this discussion, Stephanie Flanders, Bloomberg's Head of Economics and Government, shares her insights on the growing government debt fueled by pandemic stimulus plans. She reveals how rising interest rates complicate debt management and the public's evolving attitude towards spending and austerity. Flanders contrasts the experiences of the US and France, emphasizing how economic growth plays a crucial role in managing debt. The conversation highlights the intricate balance between fiscal responsibility and fostering recovery in a post-pandemic world.

Lianting Tu, Managing Editor for Asia Equities, shares insights on the wild volatility of China's stock markets. He discusses the spectacular rally of the CSI 300 index, highlighting why fluctuations are dramatic in contrast to more stable global markets. Lianting emphasizes the role of retail investors, whose sentiment-driven trades create unpredictable shifts, and contrasts behaviors between onshore and Hong Kong markets. This exploration uncovers the unique dynamics that define investing in China today.

Enda Curran, a global economy reporter, joins to dissect various economic metrics like CPI and GDP. He explains why not all data points hold equal weight in understanding the economy. Curran emphasizes the value of high-frequency indicators over traditional metrics. Inflation's current impact on living standards is explored, debunking myths around inflation rates. The conversation also touches on the subjective nature of data interpretation and the importance of consumer confidence and reliable sources in economic analysis.

Oliver Crook, Germany Correspondent, joins Stephen Carroll to examine the fading dream of a borderless Europe. They discuss the historical significance of the Schengen Agreement and the recent reintroduction of border controls due to rising migration concerns and security issues. Crook highlights the impacts of Brexit and the Ukraine conflict on European unity. As political pressures mount, what does the future hold for free movement across the continent? The conversation unveils the tension between hopes for integration and the reality of increasing national borders.

Saleha Mohsin, a Senior Washington Correspondent at Bloomberg and author of 'Paper Soldiers', delves into the complex world of dollar dominance. She examines why countries are seeking alternatives to the U.S. dollar and the potential risks of de-dollarization for global economies. The discussion touches on China's rising influence and the challenges facing currencies like the euro and yuan. Mohsin also explores how fluctuations in dollar power could impact U.S. economic stability and the geopolitical landscape.

Like the weather, the markets have seasonal trends. January is usually good; September is bad. So how do money managers trade around these periods, and what could upset the usual expectations? Our Markets Live Managing Editor Kristine Aquino joins Stephen Carroll to discuss. See omnystudio.com/listener for privacy information.

Stephen Stapczynski, a senior energy reporter, delves into Europe's ongoing energy crisis post-Russia's invasion of Ukraine. He reveals that while gas prices have decreased from their record highs, they're still troublingly elevated. With winter approaching, concerns loom over gas supply adequacy and competition for liquefied natural gas from Asia. Stapczynski also discusses the volatility of gas prices and the difficulties Europe faces in transitioning to renewable energy, highlighting the need for strategies to stabilize the market.