David Finnerty

Alonso Muñoz, Chief Investment Officer at Hamilton Capital Partners, shares market insights while Matt Winkler, Bloomberg News Editor-in-Chief Emeritus, discusses Taiwan's semiconductor success and its global tech impact. David Finnerty, Bloomberg FX strategist, analyzes the Chinese economy and its currency amidst shifting global dynamics. They delve into ASML's disappointing bookings and the tension between AI demand and automotive declines, highlighting how these challenges shape investment strategies and the global economic landscape.

David Finnerty, Bloomberg FX and rates strategist who decodes central bank moves and currency swings. Sing Yee Ong, Asia energy reporter tracking LNG flows and supply shocks. They discuss the Qatar LNG plant strike and its hit to Asian gas supplies. They talk about surging LNG prices, shipments stuck in the Strait of Hormuz, and how oil-driven inflation could reshape Fed plans.

Robin Xing, Morgan Stanley’s China economist, explains why China’s CPI slowed and what structural reforms might be needed. David Finnerty, Bloomberg FX and Rates strategist, walks through dollar weakness, Treasury yields and market bets on Fed cuts. Short, sharp takes on inflation dynamics, currency moves and the odds of rate easing.

Vandana Hari, founder of Vanda Insights and energy market analyst, explains physical oil disruptions and reserve-release math. David Finnerty, Bloomberg FX and rates strategist, breaks down dollar strength, currency moves and market volatility. They discuss IEA reserve-release reports, confusion over a Hormuz tanker escort, and risks of triple-digit physical oil prices and headline-driven market swings.

David Finnerty, a Bloomberg FX strategist, and Bill Adams, Chief Economist at Comerica Bank, dive into the recent optimism surrounding U.S.-China trade talks, with China's Commerce Ministry signaling potential negotiations. They discuss how this could alleviate tariff tensions and its positive impact on Asian and U.S. equity markets. The pair also analyze the implications of these discussions on currencies and investor sentiment, while also touching on the Federal Reserve’s role amidst economic fluctuations.

David Finnerty, a Bloomberg FX and rates strategist based in Singapore, and Jeff Grylls, Head of EM Debt at Aegon Asset Management, delve into the uncertain landscape created by impending U.S. tariffs. They discuss how Asian stocks are reacting and the potential impacts on inflation and employment. The conversation highlights the fear of stagflation, the fluctuating Chinese yuan, and emerging markets' adaptation strategies. They also explore safe investment avenues as the economic climate grows increasingly volatile.

David Finnerty, a Bloomberg F/X and rates strategist, and Vishal Khanduja, Head of Broad Markets Fixed Income at Morgan Stanley, dive into the intricate world of central bank rate decisions. They discuss the Federal Reserve's hawkish stance and its ripple effects on currencies, particularly the Japanese yen and Chinese yuan. The duo also examines the implications of political instability in South Korea and analyzes the ongoing challenges in monetary policy, inflation targeting, and navigating investment opportunities in Asian fixed income markets.

Bill Lee, Chief Economist at the Milken Institute, David Finnerty, a Bloomberg FX/Rates Strategist, and Paul Brody, EY's Global Blockchain Leader, delve into the complexities of the Federal Reserve's interest rate decisions. They discuss the impact of these policies on Asian markets amid rising geopolitical tensions. The conversation shifts to China's economic struggles with deflation, cryptocurrency regulation, and the promising future of blockchain technology alongside AI. Strategic partnerships for business success also take center stage.

Guests Andrew Slimmon, Rebecca Walser, and David Finnerty discuss market reactions to Fed's inflation strategy, analysis of earnings provisions, concerns about AI monetization, global economic landscape, and potential impact of global equities sell-off on currencies in an insightful and engaging conversation.

Geetha Ranganathan discusses Netflix earnings, while Herald van der Linde shares insights on APAC markets. David Finnerty talks about rate cut outlook and global perspectives. Topics include Netflix's subscriber growth, revenue strategies, and challenges in Asian equities.