On this edition of the Breakdown Weekly Recap, NLW looks at:
The “holding pattern economy” – why stocks, jobs and central bank policy seem stuck in place
Why Joe Biden’s China plan shows that, no matter who wins the presidential election, U.S. economic policy towards China is likely to get more aggressive
The surveillance state gets stronger as Amazon ap ... Show More
Yesterday
The Stablecoin Yield Standoff
Today’s episode digs into the deepening market structure fallout in Washington, tracing how Coinbase’s withdrawal from the bill triggered White House anger, exposed fractures across the crypto lobby, and reignited bipartisan resistance in the Senate, particularly around DeFi liab ... Show More
8m 4s
Mar 2025
What Happens When US Economic Data Can’t Be Trusted?
With President Donald Trump firing independent regulators and killing off advisory committees, David Wilcox, director of US economic research for Bloomberg Economics, and editor Molly Smith discuss why data on the world's largest economy may be next.See omnystudio.com/listener fo ... Show More
28m 18s
Jul 2024
China Is Exporting Unemployment | Michael Pettis on Global Trade Imbalances, American Capital Controls, and the End of The Chinese Growth Miracle
Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.
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Follow Jack Farley on Twitter https: ... Show More
1h 31m
Sep 2024
How the Election Is Sinking a $15 Billion Business Deal
<p>In a highly unusual move, the Biden administration signaled last week that it would block a Japanese company from buying an iconic American company in a critical swing state.</p><p>Alan Rappeport, who covers the Treasury Department for The Times, discusses the politics that co ... Show More
20m 23s
Apr 2025
Deep Dive: Why Trump is Waging an All-Out Trade War Against China
<p>The U.S. and China just launched the most explosive trade war in decades. Tariffs are hitting 145%, markets are in chaos, and even the bond market is blinking red. In this weekend's deep dive, we break down what triggered the escalation, how China’s WTO entry set this all ... Show More
14m 28s
Feb 2025
What Is Trump's Endgame With Tariffs?
This week, we ask what it is exactly US President Donald Trump may be trying to accomplish with his tariff threats and trade wars. Stephanie Flanders, Bloomberg’s head of government and economics, is joined by Anna Wong, chief US economist at Bloomberg Economics, and Bloomberg re ... Show More
29m 24s