Joe Weisenthal

New York

Editor at Bloomberg News

Editor at Bloomberg Television

Co-Host at Odd Lots

One half of Bloomberg's Odd Lots Podcast. One quarter of Light Sweet Crude.

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Articles

Why the World Keeps Getting Shocked by China’s Technological Progress

4 days ago | bloomberg.com | Joe Weisenthal |Tracy Alloway

Understanding the cultural element of tech diffusion. Listen to Odd Lots on Apple PodcastsListen to Odd Lots on SpotifySubscribe to the newsletterOver the last several years, the world has watched as China edges close to or past the technological frontier in more and more areas. Earlier this year, US investors were jolted even further when DeepSeek's AI model proved to be close to the state of the art American models. So what is the process by which China actually develops new tech?
Why the World Keeps Getting Shocked by China’s Technological Progress

4 days ago | flipboard.com | Joe Weisenthal |Tracy Alloway

NowZero ships from China are bound for California’s top ports. Officials haven’t seen that since the pandemicCNN — On Friday morning, West Coast port officials told CNN about a startling sight: Not a single cargo vessel had left China with goods for the two major West Coast ports in the past 12 hours. That hasn’t happened since the pandemic.
A US Clothing Brand On the Existential Threat From the Tariffs

5 days ago | bloomberg.com | Tracy Alloway |Joe Weisenthal

Listen to Odd Lots on Apple PodcastsListen to Odd Lots on SpotifyAmerica's textile industry has famously declined over the years, with a bunch of production moving to lower-cost places like China, Vietnam, and Bangladesh. Now, with the Trump administration imposing heavy tariffs on exports from these countries, the US clothing industry is facing another big shock.
Really, Nobody Knows What’s Going to Happen

6 days ago | bloomberg.com | Joe Weisenthal |Tracy Alloway

Hello and welcome to the newsletter, a grab bag of daily content from the Odd Lots universe. Sometimes it's us, Joe Weisenthal and Tracy Alloway, bringing you our thoughts on the most recent developments in markets, finance and the economy. And sometimes it's contributions from our network of expert guests and sources. Whatever it is, we promise it will always be interesting.
How China Might Actually Handle a US Trade War

6 days ago | bloomberg.com | Joe Weisenthal |Tracy Alloway

Listen to Odd Lots on Apple PodcastsListen to Odd Lots on SpotifyBy now, everyone recognizes that the US and China are in the middle of a trade war, with the Trump administration having imposed tariffs of as much as 125% on Chinese goods. For an export-focused economy like China's, that's a big deal. At the same time, China is pretty much the only major country that's chosen to retaliate against the US with its own set of fresh trade restrictions. So why did it decide to reciprocate?
Empty Store Shelves Might Be Coming Sooner Than You Think

1 week ago | bloomberg.com | Tracy Alloway |Joe Weisenthal

Hello and welcome to the newsletter, a grab bag of daily content from the Odd Lots universe. Sometimes it's us, Joe Weisenthal and Tracy Alloway, bringing you our thoughts on the most recent developments in markets, finance and the economy. And sometimes it's contributions from our network of expert guests and sources. Whatever it is, we promise it will always be interesting.
The Tariff Buzzsaw Is Coming For Hardcore Gamers

1 week ago | bloomberg.com | Joe Weisenthal |Tracy Alloway

Listen to Odd Lots on Apple PodcastsListen to Odd Lots on SpotifyEvery industry is going to be affected by the trade war in different ways. In many cases, we don't know how it's going to play out. Other industries are seeing an immediate impact. Companies that specialize in computer gaming are highly reliant on inputs from China and other East Asian countries. These companies assemble customized gaming rigs and other peripherals (cameras, chairs, controllers, speakers etc.).
It’s Not Quite Business as Usual in Markets

1 week ago | bloomberg.com | Tracy Alloway |Joe Weisenthal

Hello and welcome to the newsletter, a grab bag of daily content from the Odd Lots universe. Sometimes it's us, Joe Weisenthal and Tracy Alloway, bringing you our thoughts on the most recent developments in markets, finance and the economy. And sometimes it's contributions from our network of expert guests and sources. Whatever it is, we promise it will always be interesting.
Why Is the Taiwan Dollar Surging? Brad Setser, CFR, Explains

1 week ago | bloomberg.com | Tracy Alloway |Joe Weisenthal

Listen to Odd Lots on Apple PodcastsListen to Odd Lots on SpotifySubscribe to the newsletterThere are several markets that have really settled down since the tumult of early April. But strange, unusual things are still popping up, particularly in the currency space. Over the last few days, we've seen a huge surge in the Taiwan dollar. This is important, in part, because Taiwanese life insurance companies are major buyers of US dollar assets, such as corporate bonds.
Eight Thoughts About a Crazy 33 Days in Markets

1 week ago | bloomberg.com | Joe Weisenthal |Tracy Alloway

Hello and welcome to the newsletter, a grab bag of daily content from the Odd Lots universe. Sometimes it's us, Joe Weisenthal and Tracy Alloway, bringing you our thoughts on the most recent developments in markets, finance and the economy. And sometimes it's contributions from our network of expert guests and sources. Whatever it is, we promise it will always be interesting.