I know who I'm going to pick. Tell me, Kevin Hassett. I'm not telling you.President Trump's teasing about his pick for the next Fed chair after he signaled he wants someone who will more forcefully pursue rate ups. Bloomberg's Jonathan Tamari joins us now from Washington. Jonathan, the consensus seems to be around Kevin Hassett.Is it a done deal that it's likely to be Kevin Hassett now and would he get nominated easily. So it's certainly pointing in that direction. The caveat, as always, President Trump, is ...

Copper Market Analysis - Copper supply concerns have been ongoing for years and are now coming to a head [1] - Mine supply has taken a hit this year, leading to insufficient supply for new smelters globally [2] - Expectations of US tariffs on refined copper are driving metal into the US, potentially leaving the rest of the world short [3] - A well-known copper trader predicts a significant copper price increase next year [3] - The combination of factors is pushing copper prices to record highs [4] Silver Market Analysis - A rush of silver into the US occurred in October due to a squeeze in the COMEX silver market [4] - This rush was related to tariff expectations and short supply in the rest of the world [5] - Warehouses in China have limited silver supplies [5] - The global silver market outside the US is stretched, making it vulnerable to price spikes [5]

Market Sentiment & Investor Behavior - Investor cautiousness is evident in the all-time high levels of money market funds, suggesting a potential for future risk asset allocation [2] - The market is fully pricing in a rate cut at the December Fed meeting, with potential for hawkish forward guidance causing volatility [3] - Cash yields are attractive, leading investors to park funds in money market accounts until there's a clearer economic outlook [4] - Positive news is needed to trigger a Santa Claus rally, as the market is currently heavily influenced by monetary policy views [6][8] Economic Factors & Monetary Policy - The number one driver of equity markets has been monetary policy view [8] - A significantly lower terminal rate than 3% is unlikely without damaging economic data, which would also negatively impact equities [8] - US fiscal and monetary stimulus could lead to a more hawkish yield view, supporting the dollar [15] Global Equity Markets - European stocks have performed well, but the sustainability of this outperformance is questioned due to unmet fiscal expectations [9][10][11] - Growth in Europe is likely to disappoint next year due to the lack of significant fiscal spending [11] - The S&P in euro terms is up by 383%, the German markets are up by nearly 20%, and the IBEX is up by 41% [13] Currency Dynamics - Growth and rate differentials are key drivers for currency movements [14] - If the Fed doesn't deliver on expected rate cuts, the dollar could strengthen [13] - The narrative of the end of U_S_ exceptionalism hasn't materialized in flow data, with the exception of one week in April [17]

It's not just about the terms that ends fighting. It's about also the terms that set up Ukraine for long term prosperity. I thought we started laying the groundwork for that most certainly in Geneva. I think we continue that work in our communications throughout the week. I think we've built on that again today.But there's more work to be done. This is delicate. It's complicated.There are a lot of moving parts. And obviously there's another party involved here that will have to be a part of the equation and ...

As global trade realigns and fresh capital flows reshape Africa's economies. I caught up with some of the most influential business figures from across the continent. We have to create a country, an economy, and the private sector is key.If you look at the most successful economies in the world. They've succeeded because the private sector has identified those countries as good places to invest, good policies, whether it's legislative or fiscal or tax. The government's welcome investments.The private sector ...

AI Shopping Assistant Performance - AI shopping assistants like Chat GPT, Walmart Sparky, Gemini, and Amazon's Rufus were tested for Christmas gift ideas [1] - Most AI initially offered generic gift ideas such as robes or wraps [2] - Rufus demonstrated more restraint by asking questions before suggesting gifts [3] Suggested Gift Ideas - Classic movies on Criterion [1] - Movie-themed candle [1] - Movie trivia game for $15 [1] - Wearable blanket hoodie [2] - Wizard of Oz themed gifts [2] - Tracy and Hepburn complete collection DVD for $32 [3]

The thing that has been the most significant for my growth has had to do with loss. My mother had cancer began when I was two or three. She died when I was 11, just a couple months short of my 12th birthday. I remember sometime after my 12th birthday, I saw my father looking at an old movie and crying. And I'd never seen my dad cry. Not not when my mother was sick and not when um not when she died or not at the impossibly sad funeral. And it was a the film was uh Sir Carol Reed's Odd Man Out about the Irish ...

UK university degrees just don't pay like they used to. British universities are at the top of global rankings and for decades the deal was get a degree from one of them and you're set for life. However, for many graduates that promise is a thing of the past.The so-called graduate premium, the extra money a graduate makes compared to someone on the minimum wage hasd since the global financial crisis. And when you adjusted for living costs, the typical graduate now earns about 30% less, the equivalent of £8, ...

And it brings this issue, of course, for decades about bamboo scaffolding. Right. It's been one of the Hong Kong's most iconic sites and a symbol of tradition and ingenuity rising alongside the city's steel and glass towers.But after the deadly fire in Taipei, questions are now mounting over whether this heritage practice has become a hazard. Joining us now for more is our panel of guests. Huang Xian is an associate professor in the Department of Building Environment and Energy Engineering at the Hong Kong ...

Investment Opportunities in Africa - Africa possesses the youngest demographics globally, coupled with increasingly affordable data access, creating a fertile ground for investment [1] - Data accessibility in Africa presents opportunities in healthcare, such as point-of-care diagnostic machines for rural areas, enabling remote diagnosis and medicine delivery via drone technology [2][3] - Agriculture in Africa offers potential for increased crop yields by 20% to 30% through technology, addressing food security issues [4] Risks and Concerns - A potential bubble and increased risk aversion globally could hinder growth in African markets [5][6] - Corruption is a pervasive issue, but opportunities exist through private-public partnerships and engagement with local players to navigate red tape [7][9] Economic Landscape - A significant informal economy in Africa presents opportunities for technology to enable commerce and tap into this sector [10] - Data technology and access to data in African communities are crucial for development and creating opportunities [11]