Indian pharmaceutical firms have spent decades supplying American patients with affordable medicines. That dominance will be difficult to challenge, despite President Donald Trump’s threat to impose steep tariffs on imported generic drugs.

Host of Bloomberg Money Tom Keene and Veda Partners Co-Founder Henrietta Treyz are on Bloomberg this weekend and discuss how investors will be watching for how Warsh addresses inflation, market volatility and Fed independence as economic and geopolitical uncertainty complicate the outlook.

AI risks, consumer weakness, bond market warnings, and tariffs are shaping the outlook for investors and the broader economy.

Michigan’s Senate primary highlights the growing divide within the Democratic Party, with the outcome potentially shaping the balance of power in Congress.

Trump is requiring generic drugmakers to move production to the U.S. or pay a 100% import tariff beginning in August 2028, a policy that could reshape the supply of low-cost medicines for millions of Americans.

The House advanced a $95 billion budget framework that includes defense and farm funding, with analysts watching how future spending decisions could shape U.S. policy priorities.

Investors are increasingly looking to Washington—not just Wall Street—for market signals, as government policy plays a growing role in shaping industry winners and losers.

Henrietta Treyz of Veda Partners says Congress is running out of time to deliver additional pre-election stimulus, while AI regulation is poised to become a major focus after November.

President Trump has joined calls for giving U.S. taxpayers ownership stakes in AI companies, though analysts remain skeptical.