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Bloomberg News Now

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

15 Jan 2026

Transcription

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

0.47 - 14.451 Amy Morris

News when you want it with Bloomberg News Now. I'm Amy Morris. The U.S. and Taiwan agreed to a trade deal that would 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 trade deal has the U.S. made with Taiwan?

14.831 - 15.893 Amy Morris

Bloomberg's Mike Shepard.

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15.913 - 30.274 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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30.338 - 50.485 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. The deal removes a major point of contention between the U.S. and Iran. Venezuelan opposition leader Maria Corina Machado has left the White House.

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50.885 - 70.513 Amy Morris

In a video released by her press office, Machado says Venezuelans are counting on President Trump for the country's freedom. She now heads to Capitol Hill where she's meeting with senators from both parties at this hour. President Trump has threatened to invoke the Insurrection Act and deploy troops to quell persistent protests against ICE officers in Minneapolis.

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70.834 - 72.837 Amy Morris

Homeland Security Secretary Kristi Noem.

72.877 - 83.802 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.

83.822 - 90.298 Amy Morris

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

90.312 - 101.265 Unknown

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.

101.285 - 120.167 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 NCAA and Chinese Basketball Association games. Andrew Bailey is deputy director at the FBI.

Chapter 3: How is Taiwan's technology industry impacting U.S. investments?

146.725 - 162.726 Amy Morris

by the most in nearly a decade to keep a lid on costs. The combined headcount of the six largest firms was down about 10,600 from last year. Some firms, like Wells Fargo and Citigroup, cut jobs. Others, like Goldman and Morgan Stanley, added to their ranks.

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162.746 - 175.483 Amy Morris

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 last year. CEO David Solomon on the analyst's call.

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175.463 - 185.803 Ted Pick

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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186.103 - 207.936 Amy Morris

Net revenue for the bank in 2025 was $58.3 billion, its second best year on record. Morgan Stanley's debt bankers increased revenue 93% in the fourth quarter, by far the biggest jump on Wall Street, capping a record year for that business. During that analyst call, CEO and Chairman Ted Pick spoke about the 2026 outlook.

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207.956 - 221.873 Erwin Chemerinsky

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.

221.887 - 231.876 Amy Morris

The company reported record annual net income. Ford CEO Jim Farley says there's urgent need to update the North American trade agreement critical to the region's automotive industry.

Chapter 4: What recent developments involve Venezuelan opposition leader Maria Corina Machado?

232.277 - 236.1 Amy Morris

And he says the company has to work through a long list of issues with the Trump administration.

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236.14 - 249.953 Jim Farley

The EPA changes are really welcome, frankly. And we're seeing that play out really in our business. Part of the reasons why our valuation is increasing is because people understand we can build more profitable vehicles now.

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249.933 - 275.736 Amy Morris

Board CEO Jim Farley spoke with Bloomberg TV's Matt Miller at the Detroit Central Station. You can hear that entire interview on the Bloomberg Talks podcast. A rally in big tech spurred a rebound in stocks. We check those markets for you all day long at Bloomberg. The S&P 500 up 0.4%, NASDAQ up 0.4%, the Dow up 0.7%, the 10-year Treasury yield at 4.16%. The two-year yield at 3.56%.

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275.816 - 296.54 Amy Morris

Chicago Fed President Austin Goolsbee says the central bank's main priority should be to tame inflation as the labor market shows signs of stabilizing. He says he still sees some lower rates ahead. And the Trump administration continues to face criticism from high-level Republicans over the Justice Department probe into Fed Chair Jay Powell's congressional testimony.

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296.881 - 299.764 Amy Morris

That includes House Financial Services Chairman French Hill.

299.784 - 303.328 French Hill

I think it's a distraction to Treasury Secretary Besson

303.308 - 327.173 Amy Morris

to identify a new fed chair and that this decision i think was a mistake house financial services chair french hill on bloomberg surveillance chicago fed president austin goolsbee says the central bank's main priority should be to tame inflation as the labor market shows signs of stabilizing richmond fed president thomas barkin says retailers are no longer as confident that they can pass along higher costs

Chapter 5: What are the implications of President Trump's discussions on the Insurrection Act?

327.153 - 346.888 Amy Morris

Kansas City Fed President Jeff Schmidt says interest rates should stay at a level where they continue to put more pressure on the economy so that inflation can cool further. San Francisco Fed President Mary Daly posted on social media that projections for growth are solid, the labor market is stabilizing, and inflation is expected to improve over the course of the year.

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347.388 - 350.374 Amy Morris

That's news when you want it with Bloomberg News Now. I'm Amy Morris.

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351.956 - 352.317

This is Bloomberg.

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