About this episode
Michael Hirson, 22V Research Head of China Research, discusses a new NBC News report that claims Xi Jinping warned President Biden that Beijing intends to reunify Taiwan. Frances Donald, Manulife Investment Management Global Chief Economist & Strategist, says we've already entered a global easing cycle. Jim Caron, CIO, Portfolio Solutions Group, Morgan Stanley Investment Management, advises a balanced portfolio approach going into what he expects to be a 'very rocky year'. Dan Ives, Wedbush Sr. Equity Research Analyst, says Apple margins will continue to expand despite pressure from EU regulators. Aaron David Miller, Carnegie Endowment for International Peace Senior Fellow, says 'huge' problems lie ahead for the US in addressing the Houthi attacks on Red Sea shipping vessels. Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.