Bloomberg Businessweek

Christine Harper, a Bloomberg News Editorial Board Member and co-author of a book with Paul Volcker, discusses lessons for restoring U.S. credibility in a shaky economy. Mark Gurman, Managing Editor for Global Consumer Tech, reveals insights on Apple's supply chain struggles with China. They dive into Zuckerberg's testimony in the antitrust trial against Meta, examining its potential impact on the tech landscape. The conversation also touches on the historical economic challenges and the importance of adept leadership in public service amidst today's inflationary pressures.

Paul Rice, Founder of Fair Trade USA and author of 'Every Purchase Matters', dives into the critical intersection of fair trade and sustainability. He discusses how tariffs and trade wars impact farmers and emphasizes the importance of equitable trading practices. Rice envisions expanding fair trade principles into diverse industries beyond coffee, suggesting collaboration with tech companies for ethical supply chains. The conversation also touches on the strategic challenges posed by U.S.-China trade tensions, particularly regarding rare earth minerals.

Peter Berezin, Chief Global Investment Strategist at BCA Research, discusses the ripple effects of U.S. tariffs on market volatility and recession fears. Swami Kotagiri, CEO of Magna International, delves into the automotive industry's response to economic challenges, particularly concerning reshoring and supply chain logistics. Mayor Daniel Lurie shares insights on revitalizing San Francisco's tech scene, while Paul Rice advocates for fair trade practices. Kate Crater highlights New York's culinary renaissance, showcasing innovative dining trends as the city recovers post-pandemic.

Louis Navellier, the Chairman, Founder, and CIO of Navellier & Associates, shares his optimistic outlook on the markets as quarterly earnings begin to emerge. He discusses the influence of bond vigilantes and President Trump's recent tariff adjustments. The conversation delves into the mixed economic signals, with a focus on companies like NVIDIA and the ramifications of tariffs on pharmaceuticals. Navellier also touches on the complexities of global trade policies and the ongoing challenges in the oil market amid fluctuating prices.

Ryan Detrick, Chief Market Strategist at The Carson Group, discusses the precarious state of the U.S. markets amid tariff concerns. Mike Siegel from Goldman Sachs highlights the global repercussions of trade policies on investor sentiment. Gina Martin Adams, Chief Equity Strategist at Bloomberg Intelligence, emphasizes the historical parallels to economic downturns. The conversation delves into market volatility, the significance of diversification, and the potential long-term impact of current trade tensions on the economy.

Dive into the high-stakes trade tensions between the U.S. and China, where tariffs are reshaping economic landscapes. Discover how China's responses to these hostilities could signal a larger decoupling trend. Explore the vulnerabilities facing the Chinese economy amidst slowing growth and limited government support. Gain insights into Apple's stock performance as a barometer of market sentiment and learn about the intricate $46 trillion GDP relationship that defines U.S.-China ties.

Vincent Cignarella, a macro strategist at Bloomberg News, joins Brent Schutte from Northwestern Mutual and Danielle DiMartino Booth, CEO of QI Research, to dissect a massive stock market rally spurred by tariff pauses. They explore the intricate volatility echoing historical trends, discuss the cautious optimism of corporate leaders, and analyze shifting global investment strategies under geopolitical tensions. The trio unpacks the implications for U.S. markets and the bond landscape, all while navigating the complexities of current economic dynamics.

Max Abelson, a finance reporter for Bloomberg News, dives into the economic impact of the Trump administration's tariff policies. He discusses how global financiers are increasingly worried about rising soured loans and canceled deals. Initially optimistic about Trump's potential to boost the stock market, financial leaders are now grappling with disillusionment due to his unpredictable decisions. Abelson sheds light on the shifting landscape, as experts reassess their strategies amid these turbulent economic times.

Vincent Cignarella, a Bloomberg Markets Live Macro Strategist, offers insights into market trends and the implications of tariffs on the economy. Swamy Kotagiri, CEO of Magna International, discusses how tariffs are shaking up the auto industry and straining supply chains. They explore the turbulence in the stock market, driven by political rhetoric and trade tensions, and examine the pressing need for clarity and strategic adaptation in manufacturing. The podcast provides a gripping look at how current events shape industries and consumer behavior.

Cheryl Smith, an economist and portfolio manager at Trillium, dives into the turbulent waters of market volatility driven by Trump's trade war. She discusses the unpredictable changes in stock, bond, and commodity prices due to inconsistent tariffs. Smith also analyzes how rising Treasury yields are reshaping investor behavior and the Federal Reserve's cautious approach. Lastly, she highlights the historical implications of tariff policies, drawing parallels to past economic crises and the looming risk of recession.