Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday, Thursday, and Friday
1219 episodes transcribedThis week the big story in markets is the selloff in bonds. Yields on benchmark 10-year US Treasuries jumped 20 basis points from last Friday’s...
When we think about the prospect of deglobalization (whatever that means) we often think about it in terms of the goods economy. Supply chains get rer...
This is obviously an extraordinarily difficult time to make economic forecasts. Nobody really knows how tariffs will affect the US economy. And beyond...
The new administration has a "drill, baby, drill" mantra and a much more liberal attitude towards the oil and gas industry than the last one. But that...
There's been a lot of talk recently about parallels between Donald Trump's economic policies and the Nixon Shock of the early 1970s. That was when the...
Gold prices have been booming and are near record highs. And seeing the line go up — especially during a period of so much uncertainty —&n...
Over the last several years, the world has watched as China edges close to or past the technological frontier in more and more areas. Earlier this yea...
America's textile industry has famously declined over the years, with a bunch of production moving to lower-cost places like China, Vietnam, and Bangl...
By now, everyone recognizes that the US and China are in the middle of a trade war, with the Trump administration having imposed tariffs of as much as...
Every industry is going to be affected by the trade war in different ways. In many cases, we don't know how it's going to play out. Other industries a...
There are several markets that have really settled down since the tumult of early April. But strange, unusual things are still popping up, particularl...
What does history say about how big the AI boom can get, and who will ultimately win out? When does a boom turn into a bubble that turns into a bust?...
Over the last several years, both parties in the US have been drifting away from laissez-faire thinking about the economy, and more towards the view t...
We don't know what the end state for the tariffs are going to be, but inevitably there will be some shifts in the way that goods and dollars flow arou...
Everyone knows by now that college endowment funds have gone big on alternative investing, pouring billions of dollars into private equity and hedge f...
Gathering official economic data is a huge process in the best of times. But a bunch of different things have now combined to make that process even h...
When stocks are plunging in a typical market environment, people reach for safe haven assets like US Treasuries. But we've seen that phenomenon break...
Over the last few years, retail traders have gotten into options in a major way. Selling puts, buying calls, trading volatility — what used to b...
If you look at most of the official hard data right now, there still isn't much evidence of a sharp downturn. Sure, all the surveys are abysmal, but t...
For the most part, Americans haven't felt much pain yet from the tariffs that Donald Trump introduced (and then partially walked back) on April 2. The...
