Tracy Alloway

New York

Asia News Desk Executive Editor at Bloomberg News

Co-host of the Odd Lots podcast. I like financial crisis hindsight, spurious correlation and puppies. London ➡️ New York ➡️ Abu Dhabi ➡️ Hong Kong ➡️ New York

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Articles

The US Economy Has a Leak

4 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.
Why Apple (APPL) Can't Just Move iPhone Production from China to India

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

Listen to Odd Lots on Apple PodcastsListen to Odd Lots on SpotifySubscribe to the newsletterPresident Trump wants Apple to make iPhones in America. The company itself has talked about — and to some extent already has been — moving more of its production to other countries, like India. But in reality, Apple remains deeply, deeply enmeshed in the Chinese supply chain.
Why It's So Hard for Apple to Move Production From China to India

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

China accused the U.S. violating the trade deal that the world's two largest economies signed last month and vowed to take "resolute and forceful …
How Do We Define a Currency?

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

Listen to Odd Lots on Apple PodcastsListen to Odd Lots on SpotifySubscribe to the newsletterWhat is a currency? This turns out to be one of those questions we just kind of skip over because we don't have clear answers to it (and because economists often like to skip over these foundational things).
Trump Opens the Door to Taxing Treasuries

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.
Krishna Memani on Wall Street's Very Expensive ‘Free Lunch’

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

Listen to Odd Lots on Apple PodcastsListen to Odd Lots on SpotifySubscribe to the newsletterWe're told over and over again that the one "free lunch" in investing is diversification, and that you can improve your returns over time simply by investing in a wider range of assets. This is textbook modern finance. And yet over the past several years this hasn't been the case. An investor would have done great (with the occasional hiccups) just by investing in US stocks.
Michael Cembalest on Why AI Is the Stock Market Bet of the Century

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

A chat with JPMorgan Asset Management's cult analyst. Listen to Odd Lots on Apple PodcastsListen to Odd Lots on SpotifySubscribe to the newsletterMichael Cembalest has been an investment analyst for almost 40 years and his research notes have drawn a cult following on Wall Street. He's known for going super deep into a wide range of topics, like energy and healthcare.
Another Lever That Can Be Used to Slow Inflation: Healthcare

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.
When Doing Nothing Pays Off

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 Asset Allocators Love Multi-Strategy Hedge Funds

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

Listen to Odd Lots on Apple PodcastsListen to Odd Lots on SpotifyMulti-strategy hedge funds have been having a moment with big asset allocators pouring billions of dollars into names like Millennium and Citadel. And given all the growth, multi-strat funds have also been battling each other for talent. But why, exactly, do big investors seem to love multi-strats so much? What actually makes a multi-strat good to invest in? And how do fees and compensation work?