Trumponomics

Krishna Guha, Evercore ISI vice chairman and former New York Fed official, offers sharp central-bank analysis. He breaks down market moves after Kevin Warsh’s nomination. They discuss Warsh’s pragmatic tilt on inflation, AI and productivity’s policy effects, balance-sheet risks and why rapid quantitative tightening is unlikely.

Dan Ten Kate, Bloomberg editor covering Asia and global economic policy, and Richard McGregor, Lowy Institute senior fellow with deep China experience, discuss how Trump's return reshaped global responses to Beijing. They explore allies hedging against U.S. reliability, Europe’s anti-coercion tool’s unintended uses, China’s export surge and tech-first self-reliance, and middle powers seeking alternatives to Washington.

Nigel Farage, British political figure known for leading Reform UK and campaigning for Brexit, lays out a vision of national interest in a shifting world. He discusses the decline of consensus politics, changing debates at Davos on tech and energy, and rethinking ties with China, NATO and global trade. He also talks about pro-business reforms, banking levies and reviving domestic energy production.

Join John Micklethwait, Editor in Chief at Bloomberg News; Annmarie Hordern, a prominent Bloomberg Television host; and Sridhar Natarajan, Bloomberg's chief Wall Street correspondent, as they dissect the implications of Trump's return on global economics from Davos. They delve into Europe’s potential pushback against U.S. territorial claims, corporate America’s anxiety over unpredictability, and the evolving dynamics of AI in business strategy. With a focus on affordability and rising inequalities, the discussion outlines the intersection of domestic politics and international relations.

Saleha Mohsin, Senior Washington correspondent for Bloomberg News, joins Anna Wong, Chief U.S. economist at Bloomberg Economics, to explore the far-reaching implications of the probe into Fed Chair Jerome Powell. They discuss the unexpected political backlash it created, highlighting tensions within the Trump administration and how Powell’s strong response may complicate plans for his replacement. The duo also examines the potential fallout on monetary policy, suggesting the probe could hinder future interest rate cuts and raise broader questions about presidential power.

Javier Blas, a Bloomberg Opinion columnist and energy expert, joins Chris Kennedy, a geoeconomics analyst with ties to the National Security Council. They dive into the U.S. operation in Venezuela and its implications for global oil prices and U.S. foreign policy. Blas highlights Venezuela's immense oil potential, while Kennedy discusses how U.S. control over these resources could reshape geopolitical dynamics. They also touch on the challenges facing Venezuelan oil recovery and the critical role of leadership stability for future investments.

In this engaging discussion, Tom Orlik, Chief Economist at Bloomberg Economics, analyzes the implications of 2025's chaotic tariff policies. Parmy Olson, a tech columnist, delves into the surprising advancements in Chinese AI and how these shifts could impact the global tech landscape. Meanwhile, Mario Parker offers political insights on the administration's mixed signals regarding tariffs and rising costs. The trio also explores the future of Fed independence, AI's economic role, and the potential ramifications of a looming tech market correction.

Join health policy reporter Rachel Cohrs Zhang and Bloomberg's Brooke Sutherland as they tackle the rising insurance costs impacting affordability across America. Rachel discusses the expiration of pandemic-era Obamacare subsidies, predicting significant premium hikes. Meanwhile, Brooke reveals why auto insurance rates are surging and how consumers are reacting with downgraded coverage. They also explore the broader economic implications, including potential effects on manufacturing demand and the upcoming midterm elections.

Adam Farrar, a senior geoeconomics analyst at Bloomberg and former National Security Council director, joins Shawn Donnan, Bloomberg's senior writer on the economy. They delve into Trump's national security strategy, emphasizing that economic power is central to national security. The conversation explores how this shift prioritizes U.S. economic interests over traditional security matters, the tensions in chip exports to China, and the document's appeal to domestic voters rather than international allies. They also discuss contradictions and the strategy's practical implications for officials.

Anna Wong, Bloomberg's Chief US Economist, and Saleha Mohsin, Washington correspondent, dive deep into the implications of Kevin Hassett potentially becoming the next Fed chair. They discuss Trump's motives for choosing Hassett, the potential challenges of his White House ties on credibility, and what it could mean for interest rates and market reactions. The duo also explore concerns about Fed independence and how AI-driven productivity could influence future policy decisions, while emphasizing the power dynamics within the Fed under Hassett's leadership.