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Trump, Xi Discuss Taiwan, Trade Ahead of Planned Summit | Bloomberg Businessweek Daily 2/04/2026

On today's episode of Bloomberg Businessweek Daily, Carol Massar and Tim Stenovec discuss President Trump's call with China's President Xi Jinping ahead of Trump's expected April visit to China. Bloomberg Economics Chief Geoeconomics Analyst Jennifer Welch weighs in. Then, Bloomberg News Senior Reporter Myles Miller gives an update on the DHS pulling 700 agents from Minneapolis. Also, Alpine Saxon Woods Chief Market Strategist Sarah Hunt weighs in on the rotation trade as AI worries continue to weigh on software stocks. Plus, ConnectOne CEO Frank Sorrentino on the state of bank consolidation and the bank's customer base. Finally, Axel Merk of Merk Investments as gold and silver recover from a recent rout. (Source: Bloomberg)