On today's episode, Federal Reserve Bank of Atlanta President Raphael Bostic says he now sees just one interest-rate cut as likely this year, rather than two, with tariff hikes impeding progress on disinflation. We unpack the reaction from Asian markets with Rahul Chadha, Chief Investment Officer at Shikhara Capital. He speaks with Bloomberg's Paul Allen in Sydney.
Plus - Asian stocks rose after US equities had one of their best sessions of the year, fueled by signs that President Donald Trump's trade sanctions will be narrower than feared. We discuss the latest tariff headlines with Tim Pagliara, Chief Investment Officer at CapWealth.

Chip Rout Deepens, Hot US CPI Raises Fed Rate-Hike Bets
18:51

Stocks Bounce as Tech Rebounds, Bloomberg New Economy Forum
18:05

AI Trade Comes Under Pressure, IMF-World Bank Annual Meeting
14:16