logo
episode-header-image
Sep 8
8m 56s

Yen at Work

Reuters
About this episode
Japan's yen surges to seven-month highs as markets price in a near-certain Bank of Japan rate rise, raising fresh questions about the carry trade. Meanwhile, Iran threatens the U.S. with economic warfare as Brent crude approaches $100 a barrel, and strong global data points to a world economy building steam. 📲 Podcasts, breaking news, and video analysis f ... Show More
Up next
Oct 16
AI's debt burden
Markets are recovering from the CoreWeave selloff, but investors are still questioning the debt burden behind the AI boom. Fed Chair Kevin Warsh says hotter inflation hasn't changed his view of the economy, prompting markets to dial back rate-hike expectations. And Elon Musk unve ... Show More
5m 54s
Oct 15
Tech stocks sink
Hotter-than-expected inflation revives debate over whether the Fed could raise rates this month. AI-linked stocks stumble as rising borrowing costs heap pressure on indebted companies like CoreWeave and Oracle. And oil markets remain on edge as traders weigh the impact of conflic ... Show More
10m 5s
Oct 14
The CPI test
Investors await September inflation data that could show prices rising at nearly twice the Fed's target, testing whether policymakers can hold off on further rate hikes. Plus China's exports surge again, putting the country on course for another trillion-dollar trade surplus this ... Show More
8m 21s
Recommended Episodes
Dec 2016
What's at stake in Trump vs China?
The U.S. president-elect upended decades of diplomacy by taking a call from Taiwan's leader. But some U.S. companies will welcome his stance. And China has much to lose from any escalation. Also: Italy PM Renzi gets his marching orders. And there's no easy move to monetize chess. ... Show More
28m 28s
Jan 2017
Trump’s borderline tax ideas
Two competing tariff ideas from President Trump and congressional Republicans bring merits but mostly unforeseen risks. Meanwhile, any cut in the corporate tax rate will benefit hapless Yahoo and its Asian holdings. Plus, why it pays to bet against Davos Man’s thinking. See acast ... Show More
31 m
Jan 2017
Trump's trickle-down ethics failure
The president-elect's attempt to avoid conflicts of interest while in the White House is window-dressing that sets a bad example for his administration. Meanwhile, Trump's shadow hangs over the Detroit Auto Show. And his infrastructure plan is not as straightforward as it seems. ... Show More
34m 5s
Mar 2017
SoftBank deal frenzy lacks hard logic
The giant Japanese tech firm has been on a global M&A tear, but shareholders aren’t buying it. President Trump's mix of details-free policy pledges and jingoistic militarism looks dazed, confused and dangerous. Plus: Silvio Berlusconi's AC Milan sale puts Chinese buyers offside. ... Show More
21m 26s
Feb 2017
Keeping banks in the sin bin
President Trump wants to "do a number" on post-crisis financial reforms, but overturning them will be tough. Paris emerges as the top city for financial types after Brexit. Plus, why a legal brief filed by Google and others against Trump’s immigration ban is such an unusual move. ... Show More
21m 37s
Dec 2016
Viewsroom Predictions 2017: Part 1
Breakingviews columnists from Europe, Asia and the United States discuss what’s ahead, including Donald Trump and inequality, how smaller M&A deals will shine over big acquisitions, and why Disney may ponder buying Netflix. Plus, what we got right – and wrong – about 2016. See ac ... Show More
44m 47s
Nov 2016
Should Facebook root out fake news?
The social network is under fire for allowing erroneous and downright misleading media reports on its platform that may have swayed the U.S. presidential election. Meanwhile, Canada and Mexico prepare for a Donald Trump presidency. And Warren Buffett eats his words on airlines. S ... Show More
11m 55s
Mar 2017
David Einhorn pokes under GM hood
The activist’s proposal that the automaker split its stock to give some shareholders a perpetual dividend is a risky maneuver. President Trump’s plan for skilled-worker visas may make Canada great again. Plus, Republicans face high hurdles to overhaul the U.S. tax code. See acas ... Show More
22m 9s
Aug 2018
Hard to See Trump's Google Attack Spurring Change
Shira Ovide, Bloomberg Opinion technology columnist, on Trump tweeting that Google rigs its search results to display only negative stories about him. Jim Paulsen, Chief Investment Strategist at The Leuthold Group, on markets, current investment strategy, and why this bull market ... Show More
31m 20s
Listen to millions of songs and podcasts on Anghami