Well, let's stick with the Fed ahead of tomorrow's rate decision. Jonathan Pink of UBS writing We expect a large majority of FOMC members to support a 25 basis point rate cut. Expect few changes to the DOT plot and no change to median assumption of appropriate policy.Jonathan joins us now. Good morning, Jonathan. Thanks for being here. Thanks for having me.So let's just start with a question of what you expect to learn tomorrow if you don't think we're going to get any adjustments. Well, I think we are goin ...

Turning back to one of our top stories, President Trump allowing an idea to sell its 200 trips to China. Bloomberg's Ed Ludlow joins us from San Francisco with more. Ed, how much of a reversal is this in Silicon Valley, given the fact that it seems like there is a shift in the approach to national security as a point of export control policy.A big shift and I think even Bloomberg Economics published a note on it, which I enjoyed reading because the H 200 is a piece of technology at the center of export Cont ...

Lucas did a really good job in explaining the differences in structure of the deals and also the different perspectives of each party, but I wondered if you'd help our audience understand what the difference is between a Netflix joined with Warner Brothers Discoveries streaming and studio business versus a Paramount Sky Dance taking the entire thing. What does that look like. >> You and Lucas have already done a great job, so I'll try to pitch in here.really WBD and Paramount more redundancies, more overlap ...

you have so much rich data as to perhaps some of the nuances when it comes to Europe versus US. Why Jaime Diamond cares about defense right now is because it's geopolitically important. It's economically important and he's putting $1.5% trillion initiative for the next 10 years.Roger, what was it that you took away from the event in terms of money coming towards defense defense tech in particular. >> Well, really we're seeing this renewed dynamism in the national defense community. I mean, we started the Re ...

We've seen this sort of global hint towards inflation concerns. Yesterday it was the ECB, last week it was Japan. Today, the RBA talking a little about inflation.A previous guest on this program was not worried much about certainly US inflation. How concerned are you around the inflation theme and the higher yield seen that seems to be building. Yeah, I mean, certainly the higher yields seem I think it's something to take seriously.This is actually pretty normal behavior for markets. So what you see is that ...

VONNIE: IT IS 5:00 A.M. IN NEW YORK CITY, I AM VONNIE QUINN WITH YOUR "BLOOMBERG BRIEF. " HERE IS WHAT YOU NEED TO KNOW. A HOSTILE BID FOR WARNER BROS. TO TORPEDO NETFLIX'S DEAL. NVIDIA WINS PRESIDENT TRUMP'S APPROVAL TO SELL H200 CHIPS IN CHINA. THE TWO-DAY MEETING BEGINS IN WASHINGTON. THE MARKETS ON THE FIRST OF THOSE TWO DATES. POINTING OUT THAT IT'S REALLY NOT THE RATE CUT, WHICH WE ARE VERY LIKELY TO GET THIS TIME AROUND THAT THEY WILL BE FOCUSED ON, IT WILL BE THE DISSENT AND THE SEP, DOT PLOT, HOW M ...

Willie, good morning. Thank you very much indeed for the time. Willie for the last few years, this report has been dominated by the americans.They've led the financial league tables since, I think probably Covid. Yet this year it's the europeans that have taken over. And next year it looks like it's going to be the same story.Willie. What's changed. Yeah.Good morning, guy. I think a couple of things. Obviously, growth in the U.S. in North America has been relatively low compared to other parts of the world. ...

What will this mean for Ukraine and what message does it send to Russia if indeed the Europeans do finally get this across the line. If indeed Tom is the sort of key part of that sentence. And I think that that's what we'll be hanging on over the next ten days or so going into next week to the European Council meeting that will be held here in Brussels.Well, European leaders will have to come to a consensus and potentially move on What would be the most significant contribution I think, the Europeans can ma ...

Australia is set to enact policy that required social media companies, including TikTok and Instagram, to block under sixteens from holding accounts or face fines of up to $33 million. Joining us now is Terry Floo, professor of Digital Communication and culture at the University of Sydney. Professor, good to see you.So we are going to unpack, I guess, for and against arguments for such a social media ban. But talk to us first how we got here after, what, three decades of mostly an unregulated Internet. I th ...

Finland is part of the European Union. Uh and we would hope that uh there was a possibility very soon in the future to really deepen our trade uh ties between uh Europe and and the US. Um Europe has not imposed any tariffs on on the United States.There's 15 on on Europe. Um there are many things we should uh try and work out together. Reducing red tape is an interest on both sides, but we should do that um in friendship and at the same time we should impose tariffs and sanctions on the true adversaries we f ...