Épisodes

  • Bracing for Nvidia's Q4 Earnings
    Feb 26 2025

    On today’s episode, we preview Q4 earnings from Nvidia with Daniel Newman, CEO at the Futurum Group. Plus - a look at the broader market outlook with Daniel Lam, Head of Equity Strategy at Standard Chartered Wealth Solutions.

    See omnystudio.com/listener for privacy information.

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    17 min
  • Bank of Korea Cuts Key Rate as Trump Tariffs Loom
    Feb 25 2025

    On today's episode, reaction to the Bank of Korea's decision to cut its policy rate with Katia Dmitrieva, Asia Economy Reporter for Bloomberg News in Hong Kong. Plus - the latest on Donald Trump's tariff threats and the prospects of an end to the Russia-Ukraine War. We speak with Rebecca Walser, President at Walser Wealth Management.

    See omnystudio.com/listener for privacy information.

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    19 min
  • Previewing Tomorrow's Bank of Korea Decision, Nvidia Earnings
    Feb 24 2025

    On today's episode, we preview tomorrow's Bank of Korea rate decision, as well as the trading week ahead with Garfield Reynolds, Bloomberg's Markets Live team lead in Sydney. Plus - a busy week ahead in the States with PCE inflation data and earnings from Nvidia. We speak with Chuck Cumello, President and CEO at Essex Financial Services.

    See omnystudio.com/listener for privacy information.

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    20 min
  • Daybreak Weekend: Nvidia Earnings, G20 Summit, U.S-China Relations
    Feb 21 2025

    Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week.

    • In the US – a preview of preview PCE, and personal spending data, and Nvidia earnings.
    • In the UK – a preview of the next G20 summit.
    • In Asia – a look at the evolving relationship between Washington and Beijing.

    See omnystudio.com/listener for privacy information.

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    39 min
  • Tracking the Yen's Impact on BOJ Policy
    Feb 21 2025

    On today's episode, we look at how recent movement in the Yen may impact the Bank of Japan's approach to rate strategy with Mary Nicola, Bloomberg MLIV Strategist in Singapore. Plus - a look at how disappointing earnings from Walmart rattled investors after retail sales data signaled an abrupt pullback by US consumers. We hear from Vance Howard, CEO and Portfolio Manager at Howard Capital Management.

    See omnystudio.com/listener for privacy information.

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    19 min
  • The Impact of Tariff Threats on China
    Feb 20 2025

    On today's episode, we examine how the threat of US tariffs on China may impact the world's second largest economy. We speak with Jenni Marsh, Greater China Eco-Gov Team Leader in Hong Kong. Plus - reaction to minutes from the FOMC's January meeting from Eric Lynch, Managing Director at Scharf Investments.

    See omnystudio.com/listener for privacy information.

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    17 min
  • Examining China's Recent Tech Rally
    Feb 19 2025

    On today's episode, we look at the forces driving China's recent tech rally with Jason Lui, Head of APAC Equity & Derivative Strategy at BNP Paribas. Plus - a discussion on how a newly proposed round of tariffs from US President Donald Trump may move global markets with Jim Thorne, Chief Market Strategist at Wellington-Altus Private Wealth.

    See omnystudio.com/listener for privacy information.

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    22 min
  • China's Xi Voices Support For Private Sector
    Feb 18 2025

    Featuring:

    • Hao Hong, Chief Economist at Grow Investment Group
    • Ecaterina Bigos, CIO for Asia ex-Japan Core Investments at AXA Investment Managers

    See omnystudio.com/listener for privacy information.

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    15 min