Three sets of recent elections have made waves on the markets. In South Africa, India and Mexico - we saw stocks sell off and currencies weaken as the results rolled in - even if they weren't a total surprise. Is there a common theme behind the market moves? Bloomberg's Markets Live Executive Editor Mark Cudmore joins Stephen Carroll to explain. See omnystudio.com/listener for privacy information.

The European Central Bank is set to cut interest rates for the first time since 2016, but Federal Reserve policymakers are still saying rates may need to stay higher for longer. Central bank divergence has caused market volatility in the past, but how big a deal is it this time? Bloomberg Opinion columnist Daniel Moss joins Stephen Carroll to explain. See omnystudio.com/listener for privacy information.

The US has dodged a recession and inflation is on track to normalise, so why don't people feel happier? Judging only by economic data, Joe Biden should be a shoo-in at November's election. But the polls don't seem to reflect that. Bloomberg's senior editor Wendy Benjaminson joins us from Washington to help explain.  See omnystudio.com/listener for privacy information.

There was a time in the not-too-distant past where more free trade was widely considered to be a good thing. Donald Trump, as US President, had a major hand in reviving the use of tools like trade tariffs, but they've continued to be used under Joe Biden too. Bloomberg's Trade Tsar Brendan Murray joins Stephen Carroll to discuss the past, present and future of this key instrument of international trade.  See omnystudio.com/listener for privacy information.

China's President Xi Jinping came to Europe with promises of investment and greater cooperation, but also an eye on rising trade tensions with the EU. What was Xi's goal on this trip? In this episode of Here's Why, we examine why China needs Europe right now with our Asia Government and Politics Correspondent Rebecca Choong Wilkins. Hosted by Stephen Carroll, produced by Christopher Pitt and James Woolcock.  See omnystudio.com/listener for privacy information.

On the first ever episode of Here's Why, host Stephen Carroll speaks to Bloomberg Opinion Columnist Daniel Moss about the recent dramatic moves in the Yen and why there could be more to come.You can read Daniel Moss's full opinion piece on the Bloomberg website here: https://www.bloomberg.com/opinion/articles/2024-04-30/japan-should-leave-the-yen-bazooka-at-home?srnd=undefined See omnystudio.com/listener for privacy information.

Bloomberg Intelligence has a NEW, daily podcast. The episodes in this feed are going away, so subscribe to our new podcast to get your Bloomberg Intelligence fix DAILY:         on Apple:  http://bit.ly/3YrBfOion Spotify:  http://bit.ly/3SPPZ8FAnywhere:  http://bit.ly/43hOc0r See omnystudio.com/listener for privacy information.

Bloomberg Intelligence has a NEW, daily podcast. The episodes in this feed are going away, so subscribe to our new podcast to get your Bloomberg Intelligence fix DAILY:         on Apple:  http://bit.ly/3YrBfOion Spotify:  http://bit.ly/3SPPZ8FAnywhere:  http://bit.ly/43hOc0r See omnystudio.com/listener for privacy information.

Bloomberg Intelligence has a NEW, daily podcast. The episodes in this feed are going away, so subscribe to our new podcast to get your Bloomberg Intelligence fix DAILY:         on Apple:  http://bit.ly/3YrBfOion Spotify:  http://bit.ly/3SPPZ8FAnywhere:  http://bit.ly/43hOc0r See omnystudio.com/listener for privacy information.

Bloomberg Intelligence has a NEW, daily podcast. The episodes in this feed are going away, so subscribe to our new podcast to get your Bloomberg Intelligence fix DAILY:         on Apple:  http://bit.ly/3YrBfOion Spotify:  http://bit.ly/3SPPZ8FAnywhere:  http://bit.ly/43hOc0r See omnystudio.com/listener for privacy information.

Bloomberg Intelligence has a NEW, daily podcast. The episodes in this feed are going away, so subscribe to our new podcast to get your Bloomberg Intelligence fix DAILY:         on Apple:  http://bit.ly/3YrBfOion Spotify:  http://bit.ly/3SPPZ8FAnywhere:  http://bit.ly/43hOc0r See omnystudio.com/listener for privacy information.

Bloomberg Intelligence has a NEW, daily podcast. The episodes in this feed are going away, so subscribe to our new podcast to get your Bloomberg Intelligence fix DAILY:         on Apple:  http://bit.ly/3YrBfOion Spotify:  http://bit.ly/3SPPZ8FAnywhere:  http://bit.ly/43hOc0r See omnystudio.com/listener for privacy information.

Bloomberg Intelligence has a NEW, daily podcast. The episodes in this feed are going away, so subscribe to our new podcast to get your Bloomberg Intelligence fix DAILY:         on Apple:  http://bit.ly/3YrBfOion Spotify:  http://bit.ly/3SPPZ8FAnywhere:  http://bit.ly/43hOc0r See omnystudio.com/listener for privacy information.

Bloomberg Intelligence has a NEW, daily podcast. The episodes in this feed are going away, so subscribe to our new podcast to get your Bloomberg Intelligence fix DAILY:         on Apple:  http://bit.ly/3YrBfOion Spotify:  http://bit.ly/3SPPZ8FAnywhere:  http://bit.ly/43hOc0r See omnystudio.com/listener for privacy information.

Bloomberg Intelligence has a NEW, daily podcast. The episodes in this feed are going away, so subscribe to our new podcast to get your Bloomberg Intelligence fix DAILY:         on Apple:  http://bit.ly/3YrBfOion Spotify:  http://bit.ly/3SPPZ8FAnywhere:  http://bit.ly/43hOc0r See omnystudio.com/listener for privacy information.

Bloomberg Intelligence has a NEW, daily podcast. The episodes in this feed are going away, so subscribe to our new podcast to get your Bloomberg Intelligence fix DAILY:         on Apple:  http://bit.ly/3YrBfOion Spotify:  http://bit.ly/3SPPZ8FAnywhere:  http://bit.ly/43hOc0r See omnystudio.com/listener for privacy information.

In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss their research and outlooks for 2024. Bloomberg Intelligence's Top-10 Predictions for Europe in 2024  -- Will Hares break down three macroeconomic themes -- Energy Transition, Monetary Policy Easing and Technology Impact for Europe in 2024.  2024 Outlook: Global Solar Energy  -- Rob Barnett on why demand for solar could soar in 2024. Disney Eludes Media M&A Fracas With FCF, Resurgent Streaming  --...

Bloomberg Daybreak delivers today's top stories, with context, in just 15 minutes. Subscribe to get the podcast by 6am Eastern every day.     On Apple: http://bit.ly/3DWYoAN    On Spotify: http://bit.ly/3jGRYiB     On YouTube: bit.ly/3NMqUKl See omnystudio.com/listener for privacy information.

In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss their research and outlooks for 2024.OPEC+ Cuts Poised to Extend, Deepen on Bleak Near-Term Outlook -- Salih Yilmaz explains the dynamics of output cuts through 2024 to support oil prices above $70 a barrel.2024 Outlook: Global Asset Managers -- Alison Williams and Neil Sipes evaluate why the revenue outlook is aided by a recent asset revaluation.2024 Outlook: Value Teed Up for Strong Long Drive, History...

In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss their outlooks for 2024. German Equities -- Tim Craighead says a region-leading earnings expansion, cyclical-growth exposure and a relatively low valuation offer a constructive outlook. Mutual Funds -- David Cohne says they aren't dead yet as ETFs grow, and lays out a few pockets of life. Diversified Entertainment -- Geetha Ranganathan says the streaming wars may be over, but that the hard part --...

In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss their outlooks for 2024. US Homebuilding -- Drew Reading says the market will continue to grapple with historically low affordability. US Airlines -- George Ferguson say airfares are starting to sag and may hurt profits as higher expenses -- notably labor -- temper results. North America Electric Utilities -- Nikki Hsu says record spending and cost controls could fuel broad-based earnings...

In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss their outlooks for 2024. European Equities Market -- Tim Craighead lays out the cases for stocks across the continent. US, European Pharmaceuticals -- John Murphy says obesity will remain a focus as Lilly and Novo Nordisk top the growth charts next year and beyond. Canada Banks -- Paul Gulberg says banks such as TD and RBC are girding for economic and credit-quality challenges consistent with a soft...

In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impacts of their research:  Deep Dive: Amazon's Unappreciated Profit Story Is Just Beginning -- In separate segments, Anurag Rana, Poonam Goyal, Jennifer Rie and Matt Schettenhelm lay out why Amazon still has plenty of room to grow in the cloud and retail, and the antitrust and regulatory challenges. Want to WFH? London Offers More Flexibility vs. Paris -- Sue Munden says the quest for...

 In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss their outlooks for 2024: Europe Airlines -- Conroy Gaynor explains why the scope for earnings upgrades is more limited in 2024 versus a bumper 2023. North America Industrials -- Karen Ubelhart says demand could soften as some markets, particularly consumer-related, remain muted and some construction sectors decline. Global Computer Hardware and Storage -- Woo Jin Ho says the group is in the early...

In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss their outlooks for 2024: Global Luxury Goods -- Deborah Aitken explains why it could be a year of two very different halves for the industry. US Crude Oil E&Ps -- Vincent Piazza says tempered volume growth and capital discipline could still support better free cash flow. European Credit Strategy -- Mahesh Bhimalingam lays out the state of play and what is shaping the trends. US ETFs -- Eric...