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Showing posts with label Bloomberg Television. Show all posts
Showing posts with label Bloomberg Television. Show all posts
What does it actually take to bring a Rust Belt city back to life? Micron is building one of the largest semiconductor factories in US history in Syracuse, a city that experienced major job loss after companies including GE, Carrier and General Motors left the area.
Rob Simpson of CenterState CEO explains what attracted Micron to the city, local business owner Darin Price talks about what the investment means on the ground, and Brookings economist Joseph Parilla makes the case that Syracuse could be a model for reindustrialization across America.
This week, Council on Foreign Relations President Michael Froman breaks down China's export machine, why twenty years of US pressure hasn't worked, and what happens next. And, can a $100 billion Micron factory transform Syracuse from a Rust Belt cautionary tale into a potential model for American reindustrialization? Plus, a bridge named for a hockey legend was meant to strengthen the supply chain between the US and Canada, but the neighbors can’t agree on their trade relationship. Later, with 760,000 care aide openings expected every year in the US and a $400 billion long-term care bill, humanoid robots are an early bet on technology filling the care gap.
Chapters:
00:00:00 - China’s Trade Reckoning
00:10:39 - Syracuse’s Second Chance
00:23:44 - North American Fracture
00:35:20 - Humanoids in Healthcare
The Close brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are Morgan Stanley Private Wealth Management Executive Director Katerina Simonetti, BMO Chief FX Strategist Mark McCormick, Jefferies Managing Director & Equity Research Analyst David Katz, Yale University Jackson Institute for Global Affairs Senior Fellow Stephen Roach, Citi Wealth Head of Portfolio Construction & Analytics Olaolu Aganga, Council on Foreign Relations Senior Fellow Rebecca Patterson, Georgetown Institute of International Economic Law Visiting Scholar Peter Harrell, & Keeneland President & CEO Shannon Arvin.
Chapters:
00:00:00 Bloomberg The Close
00:02:37 Morgan Stanley on AI, Market Broadening & Portfolio Strategy
00:05:18 Oil Prices, Fed Rate Hikes & Bond Opportunities
00:09:39 The Yen, Dollar & Japan’s Currency Strategy
00:12:55 Dollar Strength, Real Yields & Fed Policy
00:16:41 Top Calls
00:18:02 Carnival Earnings Preview & Rising Fuel Costs
00:21:19 Carnival, Viking & the Cruise Industry Outlook
00:23:02 Stephen Roach on the Trump-Xi Summit & U.S.-China Relations
00:26:06 China’s Economy, Trade Dependence & AI Competition
00:29:54 China, Iran, Russia & the Risk of Japan-Style Stagnation
00:32:17 Microsoft Rallies on New Copilot AI Strategy
00:35:33 Citi Wealth on Rising Yields, Stocks & Earnings
00:38:29 AI Capex, Hyperscaler Debt & Credit Markets
00:41:05 Equities vs. Bonds & the Cybersecurity Opportunity
00:43:32 Closing Bell
00:47:00 Market Movers: Akamai, Microsoft & Atlas Energy
00:49:28 Meta’s AI Rally, Campbell’s & Nike
00:52:01 Treasury Yields & the Return of the Minivan
00:55:37 Weekly Market Recap: AI, Oil & Bonds
00:58:22 Rebecca Patterson on the Economy, AI & Rising Yields
01:01:58 Consumers, Inflation & the Labor Market
01:05:16 Can AI Investment Offset Consumer Weakness?
01:07:00 Markets Rally as Oil & Yields Ease
01:09:41 Peter Harrell on Trump-Xi & U.S.-China Strategic Competition
01:12:10 AI, Trade & the Long-Term U.S.-China Rivalry
01:15:11 Export Controls, Allies & China’s Technology Ambitions
01:18:51 Markets Recap: Stocks Rise as Oil & Yields Fade
01:19:21 Inside the $500 Million Keeneland Yearling Sale
01:22:41 Keeneland CEO Shannon Arvin on Record Horse Sales
01:25:21 Thoroughbred Investing, Auctions & Breeding Economics
01:29:05 What to Watch
A global bond rout sends the 30-year yield to a 22-year high. President Trump and China President Xi meet today after extending the US, China trade truce. Elizabeth Economy breaks down Washington’s fading leverage over Beijing. Plus, oil surges as tensions with Iran escalate. And tech billionaire Vinod Khosla joins us on why America can’t slow the AI race.
Chapters:
00:00:00 - Open Interest begins
00:00:38 - Global Oil Prices & Middle East Tension
00:01:17 - US-China Summit & Trade Truce Extension
00:02:15 - Meta Unveils Muse Companion & AI Hardware
00:06:05 - Top Wall Street Calls
00:06:56 - Oracle's Force Majeure Notice
00:08:49 - Trump Welcomes Xi Jinping to White House
00:16:47 - Vinod Khosla on AI Competition
01:16:10 - Elizabeth Economy on US-China Summit
01:25:31 - Nilam Ganenthiran on AI Safety
Treasury Secretary Scott Bessent announced the US and China have sealed a two-month extension to their trade truce, as Xi Jinping landed in America for his first state visit in eleven years.
Meta unveiled a palm-sized, dedicated gadget for using Muse, the company’s popular new artificial intelligence assistant, pushing deeper into the AI devices market with a surprise announcement.
The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards, Guy Johnson and Tom Mackenzie.
Chapters:
00:00:00 - The Opening Trade
00:00:28 - Market Check
00:02:20 - September US PMI
00:05:10 - Energy Prices
00:07:30 - US, China Extend Trade Truce
00:17:21 - China Has F-35 Parts Diverted to Hong Kong
00:21:51 - OpenAI Model Hacked Australian Government Website
00:22:18 - Meta Musa AI Device Launch
00:25:24 - Global Government Bonds Eye 4%
00:36:25 - US, Iran Talks at UN General Assembly
00:47:12 - Stocks to Watch: Shelley Group, H&M, Autos
00:52:37 - SAAB Stock
01:00:09 - ASOS Earnings Outlook Improves
01:03:53 - Dangote Refinery IPO
01:08:35 - Dangote Refinery CEO David Bird
01:18:39 - Global Bond Selloff
01:21:57 - Euronext CEO Stephane Boujnah
01:31:35 - Brent Crude Price
01:34:23 - Bond Market Check
Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." Diplomacy in New York raises hopes for an Iran breakthrough. Plus, Morgan Stanley’s confidential deal leak, Royal Caribbean’s $3 billion Sandals bet, and the CEOs of PG&E and Ben & Jerry’s join Bloomberg Open Interest in the C-Suite.
Chapters:
00:00:00 - Open Interest
00:01:35 - Iran Talks, Strait of Hormuz & U.S.-China Summit Stakes
00:05:26 - Trump-Xi AI Agenda, Open Source Risks & China Competition
00:10:28 - General Mills, Consumer Spending & Retail Pricing Pressure
00:13:38 - High Interest | Greenland, Texas, Goldman Sachs
00:16:30 - SoftBank's $11B AI Bond Raise, Credit Risk & Private Markets
00:23:32 - Beata Kirr Northern Trust Wealth Management | AI agents threaten customer stickiness
00:32:28 - Top Calls | Microsoft, Novo Nordisk, PG&E
00:33:26 - Kate McShane Goldman Sachs | Consumer Health, Holiday Spending & Retail Strategy
00:39:17 - Morgan Stanley's Accidental Deal Leak & Wall Street Fallout
00:43:58 - Emily Bowersock Hill Bowersock Capital Partners | Why Rising Yields Threaten Stocks
00:53:42 - High Interest | Morgan Stanley, UBS, Royal Caribbean
00:58:59 - Martin Whittaker Just Capital | AI Safety, Voter Sentiment & U.S.-China Competition
01:05:59 - Patti Poppe PG&E | AI data center power demand
01:16:09 - ochanan Senf Ben & Jerry's | Climate and democracy initiatives
01:23:54 - Iran Negotiations, Trump-Xi Meeting & Global Trade Outlook
Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from Brussels, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we'll tell you what matters for investors in Europe, giving you insight before trading begins.
President Donald Trump said US officials had “very good” talks with Iranian envoys in New York, reviving fragile hopes for a new diplomatic off-ramp hours after he again threatened to annihilate the country.
Trump's Iran comments put oil on track for its longest losing streak in more than a year. Crude prices also eased as Saudi Arabia moved to restart a key pipeline.
And Ukrainian President Volodymyr Zelenskyy, after a meeting with US President Donald Trump in New York, said he was ready for an energy truce with Russia as a first step toward ending the war, provided Moscow stopped its own attacks on Ukraine’s infrastructure.
Today's guests: Charlotte de Montpellier, ING, Senior Economist, France and Switzerland; Lizzy Galbraith, Aberdeen, Senior Political Economist.
Chapters:
00:00:00 - Daybreak Europe
00:03:55 - Trump Hails ‘Very Good’ Iran Talks After Annihilation Threat
00:09:12 - Nagel: ECB May Need Mildly Restrictive Rates
00:13:47 - Swiss Parliament to Vote on Capital Requirements
00:17:54 - Zelenskyy: Ready for Energy Truce
00:22:36 - Stubb: Russia-Ukraine Need 'Tansactional Deal'
00:26:21 - Global Flash PMI Data Due
00:27:23 - Charlotte de Montpellier, ING, Senior Economist, France and Switzerland
00:34:28 - Burnham: Russia 'Spreads Lies and Disinformation'
00:40:08 - Lizzy Galbraith, Aberdeen, Senior Political Economist
Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day than "Bloomberg Surveillance."
00:00 Oil Retreat, Bond Rally and AI Resurgence
05:26 Yields Can Fall on Good Oil News, Bad Eco Data — Kelsey Berro, JPMorgan Asset Management
17:39 Oil Market to Stay Elevated Through 2027 — Paul Sankey, Sankey Research
31:50 AI Makes True Diversification Harder to Find — Martin Horne, Barings
42:05 Trump-Xi Summit Is About Stability, Not a Reset — Kelly Ann Shaw, Former White House Trade Adviser
52:54 Markets Are Pricing Too Many Fed Hikes — Geoffrey Yu, BNY
1:06:23 White House Unlikely to Ban Diesel Exports — Tobin Marcus, Wolfe Research
1:17:46 US May Be Fighting the Wrong AI War With China — Rumman Chowdhury, Humane Intelligence
1:29:32 Fed May Sacrifice the Two-Year to Stabilize Bonds — Vishal Khanduja, Morgan Stanley Investment Management
1:40:42 Long-Term Bonds Are Losing Their Portfolio Ballast — Mike Pyle, BlackRock
1:52:56 Meta's Muse Is a ‘New Dawn’ for Consumer AI — Ken Gawrelski, Wells Fargo
2:05:05 75 Basis Points of Fed Hikes May Be the Minimum — Robert Sockin, PGIM
2:19:33 Rate Hikes Won't Stop the AI Spending Race — Dan Greenhaus, Solus Alternative Asset Management
Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from Brussels, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we'll tell you what matters for investors in Europe, giving you insight before trading begins.
Alibaba is rolling out what it calls China’s most powerful AI chip, an accelerator to compete with Nvidia and underpin a massive expansion of data center capacity in coming years.
Global AI stocks rallied, with Taiwanese shares returning to a record high. This after Meta's new artificial intelligence agent, Muse, quickly rose to the top of mobile app charts, a sign that the social media company is gaining traction in the increasingly crowded market for consumer AI assistants.
Today's guest: Lauren van Biljon, Allspring Global Investments, Senior Portfolio Manager, Global Fixed Income Team.
Chapters:
00:00:00 - Daybreak Europe
00:01:08 - Meta's New Muse AI App Tops Charts
00:03:30 - Tencent Surges as Meta's Muse Boosts Sentiment
00:09:11 - Alibaba Rolls Out China's Most Powerful AI Chips
00:15:19 - Diesel Shock Adds to Inflation Pressure
00:17:40 - China and US Discuss AI, Investment
00:19:43 - Trump to Host Xi at White House Thursday
00:22:12 - Merz Vows to Stay After CDU Election Debacle
00:24:30 - Meta-Fueled AI Rally Loses Steam in Asia as Caution Returns
00:26:48 - Oil Edges Higher as Traders Monitor Supply Risks
00:28:47 - Lauren van Biljon, Allspring Global Investments, Senior Portfolio Manager, Global Fixed Income Team
00:32:06 - AI Trade Roars Back
00:36:15 - Latvia Sees Russia Expanding Sabotage Campaign Across Europe
00:41:29 - Novo Disappoints on Capital Markets Day
