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Bloomberg News Now

US, Taiwan Make Trade Deal, Machado Meets with Trump, Lawmakers, More

15 Jan 2026

Transcription

Chapter 1: What is the main topic discussed in this episode?

0.858 - 14.937 Amy Morris

News when you want it with Bloomberg News Now. I'm Amy Morris. The U.S. and Taiwan have agreed to a trade deal to lower tariffs on goods from Taiwan to 15 percent and see Taiwanese semiconductor companies increase financing for American operations.

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Chapter 2: What are the details of the US-Taiwan trade deal?

15.358 - 16.379 Amy Morris

Bloomberg's Mike Shepard.

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16.5 - 30.679 Mike Shepard

It's been a top priority for officials there in Taipei, but also here in Washington, because Taiwan is such a crucial source of the chips that go into artificial intelligence. And they wanted to make sure they get this locked into place.

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30.659 - 46.069 Amy Morris

Taiwan's technology industry would commit to making at least $250 billion in direct investments to expand advanced semiconductor energy and AI operations in the U.S., and the deal removes a major point of contention between the U.S. and Taiwan.

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46.049 - 64.766 Amy Morris

Venezuelan opposition leader Maria Corina Machado met with President Trump at the White House, part of her push for greater influence two weeks after Nicolas Maduro was ousted. Machado told reporters outside the capital that she presented the president with her Nobel Peace Prize with a nod to the history between the U.S. and Venezuela.

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65.166 - 88.705 Maria Corina Machado

I presented the president of the United States the medal. 200 years ago, General Lafayette... gave Simon Bolivar a medal as a sign of the brotherhood between the United States, people of the United States, and the people of Venezuela in their fight for freedom against tyranny.

89.125 - 97.155 Amy Morris

Rather than installing Machado atop a new government in Venezuela, President Trump has so far thrown his support behind acting President Delcy Rodriguez.

Chapter 3: How does Taiwan's semiconductor industry impact US technology?

97.516 - 110.435 Amy Morris

Machado also met with lawmakers on Capitol Hill. President Trump has threatened to invoke the Insurrection Act and deploy troops to quell persistent protests against ICE officers in Minneapolis. Homeland Security Secretary Kristi Noem.

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110.555 - 121.392 Kristi Noem

We did discuss the Insurrection Act. He certainly has the constitutional authority to utilize that. My hope is that this leadership team in Minnesota will start to work with us to get criminals off the street.

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121.513 - 127.542 Amy Morris

Dean of the UC Berkeley School of Law Erwin Chemerinsky says it would be an extraordinary move by the president.

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127.792 - 138.772 Erwin Chemerinsky

This doesn't warrant the invocation of the Insurrection Act. There's no indication here that the existing federal and state local authorities can't keep the peace in Minnesota.

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139.033 - 158.847 Amy Morris

The Insurrection Act was last used in 1992 during the riots in Los Angeles. Federal prosecutors are charging 20 people including 15 former college basketball players in what they call a scheme to rig the NCAA and Chinese Basketball Association games. Andrew Bailey is deputy director at the FBI.

159.267 - 174.661 Andrew Bailey

This case represents a powerful example of what coordinated law enforcement can accomplish. When individuals choose to manipulate fair competition, They do more than commit financial crimes. They erode confidence in institutions that bring Americans together.

174.841 - 193.05 Amy Morris

Dozens of schools were affected by that scheme, including Fordham, Georgetown, Tulane, and East Carolina. The Trump administration continues to face criticism from high-level Republicans over the Justice Department probe into Fed Chair Jay Powell's congressional testimony. That includes House Financial Services Chairman French Hill.

193.03 - 208.542 French Hill

I think it's a distraction to Treasury Secretary Besant's very able partnership with the president to identify a new Fed chair. And that this decision, whoever made the recommendation to do this, I think was a mistake.

208.606 - 229.939 Amy Morris

House Financial Services Chair French Hill tells Bloomberg Surveillance he's spoken with Powell about the subpoenas and is working to schedule his semi-annual monetary policy testimony on Capitol Hill. JPMorgan CEO Jamie Dimon says there is, quote, absolutely, positively no chance he would ever be Fed chair. And he explained his view on Fed independence.

Chapter 4: What did Maria Corina Machado discuss with President Trump?

255.631 - 277.543 Amy Morris

The six largest U.S. banks cut their combined headcount last year by the most in almost a decade to keep a lid on costs. The combined headcount of the six largest firms down about 10,600 from last year. Goldman Sachs blew through expectations for equities trading revenue, posting an all-time Wall Street record of $4.31 billion in the final three months of the year.

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277.523 - 280.226 Amy Morris

CEO David Solomon on the analyst call.

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280.446 - 291.018 David Solomon

We have $32 billion of remaining buyback capacity under our current share repurchase authorization. And while we are mindful of our current stock price, we will remain dynamic in executing repurchases.

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291.038 - 302.791 Amy Morris

And Morgan Stanley's debt bankers increased revenue 93% in the fourth quarter, by far the biggest jump on Wall Street. During that analyst's call, CEO and Chairman Ted Pick spoke about the 2026 outlook.

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302.911 - 316.986 Ted Pick

2025 results. And in fact, the results for every quarter over the last eight are a blueprint for Morgan Stanley's success. We expect this mix of tailwinds and headwinds to prevail in 2026. and are prepared to continue to execute.

317.106 - 340.133 Amy Morris

And a rally in big tech spurred a rebound in stocks. We bring you those closing numbers each day here at Bloomberg. S&P 500 gained 18 points. NASDAQ gained 58. The Dow gained 293 points. The 10-year Treasury yield at 4.17% and the 2-year yield at 3.57%. And that's news when you want it with Bloomberg News Now. I'm Amy Morris and this is Bloomberg.

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