Who's going to be the next Fed chair. No pressure, Mike. Kevin Hassett, still the favorite on this was Polly Marcus.Well, it's funny because he's gone up and down. Yeah, he was up, then he was down and Kevin Warsh was up and now he's down. And Chris Waller making a late bid on the outside.It's like a horse race. It actually really is. And then I heard today that recruiters actually coming in my personal Mara Mar-A-Lago, to do his interview with the president.How do you make sense. Is this what normally happ ...

All of the cards that you're looking at here are artist driven. We are not leveraging [music] AI to make our cards. Um, so that is that is a place that we have kind of said, no, we are for the artist.That creativity is going to come from our from humans. Um, we can leverage [music] AI within magic to speed up processes and but but the actual art itself that you're staring at is is coming from our artists themselves. >> Can [music] you bring it into the actual game play.I think AI is going on the gameplay wh ...

What were the larger forces that kept inflation down and have they gone away. >> Well, a very important force that was keeping inflation down was globalization. It was the case after China entered the WTO 25 years ago that goods were coming out of China and was holding goods prices down.At the same time, immigration globally also went up. That also messed that the cost of labor and wage inflation was also held down. So those forces were weighing on inflation for literally two decades after 2000 because we s ...

It looks more likely that we indeed have something of a tick- tock deal where US buyers will take the American portion. You after some of the negotiations in Madrid were talking about how this deal, how this company was part and parcel of a variety of matters when it comes to negotiation negotiating with your Chinese counterparts. So, have you had more discussions about this deal with Tik Tok.Does it seem likely that China will let it happen. >> Uh, so there are there are two layers to the Tik Tok deal. One ...

Trade Policy & Tariffs - The administration aimed to reset the global trading order towards a fair and balanced approach, implementing numerous trade deals and tariffs [1][2] - The tariff program is considered crucial for building a new global trading order and protecting US industry, with trading partners having largely accepted the system [5] - The removal of tariffs on specific goods like bananas, coffee, and cocoa was considered to address affordability concerns, especially for goods not produced in the United States [9] - The primary goal of the trade program is to reshore American manufacturing, protect American food security, create jobs, and increase wages, rather than driving prices [12][13] US-China Trade Relations - The US aims for stability in trade relations with China, seeking a more balanced trade relationship, with the trade deficit decreasing by 25% [20] - A potential agreement with China in the first half of next year could outline specific trade items and volumes, representing a form of managed trade [21] - Rare earth elements continue to flow from China, and China has purchased over 5 million metric tons of soybeans, indicating ongoing trade between the two countries [18] - Discussions regarding the TikTok deal involve both private sector agreements and government approvals from the US and China, with an expectation of Chinese government approval [15][16] Trade Relations with Other Regions - The US has expressed strong concerns regarding discriminatory regulatory measures by Europe against US tech companies, which appear to target companies based on revenue or business models [31][32] - Negotiations with India are ongoing to find a good landing zone, while other trade partners have concluded negotiations more quickly [36] - Mexico has requested modifications to steel and aluminum tariffs, and discussions are ongoing, with the US acknowledging Mexico's constructive approach in addressing US concerns [39][40][41] Export Controls & National Security - Export controls are fluid and constantly reviewed to balance national security with technological advancements and foreign availability [25] - Approvals for exporting certain items, like H2O chips, to China are subject to Commerce Department review to ensure US national security is not jeopardized [26] - The US government is closely monitoring China's development of AI chips and semiconductor tools [25]

So, Mark, the end seems to be weakening, weakening yields going higher. Some of that is what you would expect from a rate hike, but not all of it. What stands out to you from the BOJ.I'm really surprised the yen has continued to weaken here. And I say that in context that, as you know well, I'm a structural yen bear. I always think the end is going to depreciate forever more.But I actually thought that this press conference in context that government a way to is always a very cautious individual. I you know ...

What is going wrong for Nike. I mean, the problem here is the pace of change. And you're really seeing investors disappointed in how fast the turnaround is happening.So there are really two persistent sore points here that we saw from yesterday's results. The first being Converse. The iconic brand sales are down 30%.For a long time, the company has relied on sales of its iconic Chuck Taylor sneakers. But unfortunately, you know, consumers are just not as interested in the sneaker as they were before. The ot ...

PAUL: INDIAN LAWMAKERS HAVE PASSED A BILL TO OPEN THE COUNTRY'S NUCLEAR INDUSTRY TO PRIVATE INVESTMENT, IT COULD BE WORTH MORE THAN $200 BILLION. AS PART OF EFFORTS TO SUPPORT THE ECONOMY AND WEANING ITSELF OFF CARBON. FOR MORE, LET'S GET BACK TO STEPHEN, WHO NEEDS OUR ASIA ENERGY COVERAGE OUT OF SINGAPORE.TELL US A LITTLE MORE ABOUT THE DETAILS OF THESE LAW CHANGES AND HOW THEY WILL ALTER THE CURRENT STATE OF NUCLEAR POWER GENERATION IN INDIA. STEPHEN: THERE ARE TWO MAJOR PIECES OF THIS, ONE IS IT GETS RID ...

Rupee Performance and Influencing Factors - The Indian Rupee (INR) experienced weakness, becoming one of the worst-performing currencies this year, despite interventions [5] - Capital outflows, weak capital inflows (the weakest since the global financial crisis), and the absence of an India-U S trade deal are key factors driving Rupee weakness [4][5][6] - The Reserve Bank of India (RBI) intervened by buying bonds with 500 billion Rupees to calm the markets, which provided short-term relief [2] - Increased tolerance by the RBI for a weaker Rupee level is aimed at attracting capital inflows [7] Rupee Forecast and RBI Strategy - Forecasts suggest the Rupee could weaken to between 93 and 95 levels in the first part of 2026 [4][5] - The RBI is expected to shift its strategy to smoothing the Rupee's movements rather than defending a specific level in 2026 [9] - The RBI will likely use opportunities to rebuild its foreign exchange reserves [8] Economic Impact and Policy Implications - A weakening Rupee can act as a shock absorber, allowing monetary and fiscal policy to focus on growth and jobs [13][14] - While a weaker Rupee provides incremental support for exporters, Indian exporters are primarily price takers [15][16] - Low global commodity prices should limit the negative impact of a weaker Rupee on imports [17][18] - The government should focus on domestic levers of growth, such as consumption, and consider further tax cuts [20] - The government should focus on structural issues like ease of doing business and tax consistency to attract investments [23]

Ukraine Financial Aid - The European Union will provide a loan to Ukraine from the EU budget to address urgent financial needs [1] - The EU reserves the right to use mobilized EU assets to repay this loan and is working on a Reparation Loan based on Russian immobilized assets [1] - The €90 billion loan is backed by the European Union budget, but some member states like Hungary, Slovakia, and the Czech Republic will not be obligated to back it [5][6] - The loan aims to address Ukraine's financing needs, particularly as they are expected to run out of money in the first quarter of next year [6] - The mechanism defers the decision on seizing Russian assets, keeping them under European control for future loan repayment [4] EU-Mercosur Trade Deal - The EU-Mercosur trade deal, which has been in the making for 25 years, has been delayed again [9][10] - France and Italy are seeking safeguards for their farmers in case of pricing imbalances and import surges, including an emergency brake clause [11] - Concerns include ensuring that imported goods adhere to the same pesticide rules as those imposed on EU farmers [12] - The new target date for the trade deal is January 12th [14] - The deal is considered important for both Europe and Latin America as they seek to diversify away from the United States [15]