In the ever-evolving tapestry of geopolitics and economics, the Asia-Pacific region stands at a pivotal juncture. In this special episode, we took The Bid down under to record this episode live in Sydney. Wei Li, Global Chief Investment Strategist for BlackRock joined Oscar Pulido to discus the intricacies of high inflation, emerging competing geopolitical b ... Show More
Today
277: Global Equity Markets: Can the Stock Market Rally Continue Beyond AI?
Global equity markets have delivered strong returns in recent years, fueled by corporate earnings growth, the expansion of artificial intelligence, and trillions of dollars in technology investment. But with a relatively small group of companies accounting for much of the US stoc ... Show More
23m 31s
Oct 16
275: How Geopolitics Is Redefining Defense, Energy, Technology and Global Markets
Geopolitical tensions are increasingly reshaping the global economy. Defense spending is rising, energy security has returned to the policy agenda, and competition over artificial intelligence and critical technologies is becoming an increasingly important part of national securi ... Show More
26m 39s
Jun 2025
Commodities, tariffs & trade
Paul Bloxham, our Sydney-based Chief Economist for Australia, New Zealand and Global Commodities, drops by the London studio to discuss how tariff uncertainties and global growth worries are affecting commodity prices.For more content from HSBC Global Research, follow us on Linke ... Show More
14m 35s
Apr 2024
Japan Rates, APAC Markets
<p>Featuring:</p> <p>George Boubouras, Managing Director, Research, Investments and Advisory, K2 Asset Management, shares his outlook on emerging markets.<br><br>Meredith Whitney, Founder and CEO, Meredith Whitney Advisory Group, shares her perspective on US markets. <br><br>Garf ... Show More
25m 23s
Jan 2024
BlackRock's Vice Chairman Talks Economy, Geopolitics
<p>BlackRock's Vice Chairman Philipp Hildebrand discusses his outlook for the US economy, tensions in the middle east, and challenges facing the finance sector. He spoke with Bloomberg's Francine Lacqua from the sidelines of the World Economic Forum's annual meeting in Davos.</p> ... Show More
11m 3s
Jul 2025
Macro Freestyle: What to watch as we enter H2
<p>Standard Chartered’s Eric Robertsen, Global Head of Research and Chief Strategist and Madhur Jha, Head of Thematic Research examine financial markets at the midpoint of the year, including the impact of the upcoming tariff deadline, geopolitical uncertainty, oil price volatili ... Show More
22m 3s
Jan 2025
Examining the FX Space, Fed Policy Outlook
Featuring: Peter McGuire, CEO of XM Australia Matt Orton, Chief Market Strategist at Raymond James Investment Management Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437
Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b
TuneIn: https:/ ... Show More
21m 24s
Jul 2025
Commodities Outlook: What’s Driving Oil, Gold, and Base Metals
Goldman Sachs’ Daan Struyven discusses how recent geopolitical events and evolving tariff policies are affecting the commodity and economic landscape. This episode was recorded on June 30, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices
20m 54s
Oct 2022
How do we navigate the current market volatility?
In our latest episode of the Market Matters Podcast, Khatija Haque, Chief Economist, and Maurice Gravier, Chief Investment Officer, discuss the current challenging economic and policy backdrop, and its implications for investments. See omnystudio.com/listener for privacy informat ... Show More
15m 45s
Aug 2023
Divergent Economic Outcomes: Japan, China, Europe and the US
A lively and informative discussion between Ayesha and Mayhem about the economic picture in Japan, Europe, and the US, as well as what we’re looking out for as we navigate the rest of 2023. Get full access to MacroVisor at macrovisor.substack.com/subscribe
37m 52s
Jul 2025
Tariffs and trade: Preparing for the unpredictable
As geopolitical tensions persist, global trade dynamics are becoming increasingly complex—and many leaders find themselves on tenterhooks. On this episode of The McKinsey Podcast, Cindy Levy and Shubham Singhal, two global coleaders of McKinsey’s geopolitics work, join Global Edi ... Show More
28m 29s