Trump to Meet Putin in Alaska; Nvidia & AMD to Pay US 15% of China Chip Sales
On today's podcast: 1) Donald Trump plans to meet Russian President Vladimir Putin in Alaska as the US president looks to broker an agreement that will bring an end to the war in Ukraine.2) Nvidia Corp. and Advanced Micro Devices Inc. agreed to pay 15% of their revenues from Chinese AI chip sales to the US government in a deal to secure export licenses, an unusual arrangement that may unnerve both US companies and Beijing.3) US President Donald Trump said he hopes China will massively step up its purchases of American soybeans — comments that come a day before a trade truce expiresSee omnystudio.com/listener for privacy information.
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The CEO Radar: 'No Regret' Moves for CEOs Facing Uncertainty (Sponsored Content)
While discussions of US tariff policies dominated Q2 earnings calls to an unprecedented degree, another equally important trend is bubbling just under the surface in C-suites and on trading floors: concern that the economic uncertainty caused by tariff turmoil may lead to a downturn. That’s the conclusion of the third edition of the CEO Radar—a tool to help CEOs determine which issues truly deserve their time and attention. It unpacks the leading topics discussed on more than 4,500 earnings calls worldwide in Q2 2025, enabling chief executives to compare their agendas to those of their peers, and to the market’s expectations. On this episode of the CEO Radar Podcast, Edward Adams of Bloomberg Media Studios is joined by BCG Global Chair Rich Lesser and Mai-Britt Poulsen, Global Leader of BCGs Consumer & Retail Practice, to discuss how CEOs can build their resilience. This episode of the CEO Radar Podcast is produced by Bloomberg Media Studios and sponsored by by BCG Global.See omnystudio.com/listener for privacy information.
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Daybreak Weekend: US Inflation, Renewable Energy, RBA Decision
Bloomberg Daybreak Weekend with Guest Host Amy Morris take a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to U.S CPI, PPI, and retail sales data, along with Cisco earnings. In the UK – a look at Europe’s renewable energy sector and Vestas earnings. In Asia – a look at ahead to the next RBA decision, and the impact of chip tariffs. See omnystudio.com/listener for privacy information.
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Israel Poised to Storm Gaza City; Trump's Surprise Fed Pick
On today's podcast: 1) Israel's security cabinet approves a military takeover of Gaza City. Israeli Prime Minister Benjamin Netanyahu secured cabinet approval for a military takeover of Gaza City, described as part of a final push to topple Hamas. The decision marks an escalation in the conflict, with the Israel Defense Forces preparing to seize Gaza City while providing humanitarian aid to the civilian population outside combat zones.2) President Trump makes a surprise move as he tries to reshape the Fed with the nomination of Stephen Miran to fill the seat on the Fed's Board of Governors that expires in January. Miran, the Chair of the Council of Economic Advisors, supports Trump's push to cut interest rates, and his nomination is seen as a signal of what Trump wants from the central bank ahead of his choice to succeed Jerome Powell.See omnystudio.com/listener for privacy information.
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Major US Tariff Rates Take Effect; Trump-Putin Summit Scheduled
1) President Trump's tariffs take effect at their highest levels since World War 2. President Trump’s actions will push the average US tariff rate to 15.2%, according to Bloomberg Economics estimates, with some countries facing duties as high as 50%. The president has pledged that the tariffs will slash trade deficits and push companies to move manufacturing back to the US, but his critics say they could cause inflation to spiral out of control and cause shortages on store shelves.2) The Kremlin said Presidents Vladimir Putin and Donald Trump will meet for summit talks within the next few days. President Trump said there was a "very good chance" he would meet with Putin and Ukrainian President Volodymyr Zelenskiy soon in another bid to broker peace between the two countries.3) The president slaps significant levies on semiconductors — with a key exemption. President Trump declared plans to slap a 100% tariff on semiconductor imports, but promised to exempt companies that move production back to the US. Companies that demonstrate a commitment to building in the US, such as Apple, will be exempt from tariffs on chips, according to Trump.See omnystudio.com/listener for privacy information.
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