Goldbug: CNBC International Live

Showing posts with label CNBC International Live. Show all posts

#bessent #usa #bondmarket - No way for Bessent to control yields given the U.S. deficit: Analyst: CNBC International Live

13 September 2026

Matthew Rees, Head of Global Bond Strategies at L&G Asset Management, discusses the current state of the U.S. bond market and the likelihood of a credit or bond market event.

#Italy #banking #investing - Why Italy Is At The Center Of Europe’s Bank Merger Frenzy: CNBC International

8 September 2026

Italy has become the center of Europe’s banking consolidation boom, with a wave of takeover bids reshaping the country’s financial sector.

This video explains what is driving the dealmaking, how battles for influence over banks including Monte dei Paschi and Mediobanca connect to insurer Generali, and why the outcome could have implications for Europe’s push to build larger banks capable of competing with U.S. rivals.

As of 1 May 2026, the ECB had the following 10 banking groups based in Italy in its list of significant institutions.https://en.wikipedia.org/wiki/List_of_banks_in_Italy#Significant_institutions

#CNBC

#cnbc #datacenters #tech - AI regulation risk will outlast the midterm elections: Raymond James: CNBC International Live

28 August 2026

Edward Mills of Raymond James says investors aren't ready for the persistence of AI regulatory risks, which will continue regardless of who becomes the next president. He says data center builders are rushing to build now before capex dollars potentially dry up.

#AI #technology #News - Dan Niles: AI is ‘100%’ in a bubble but don’t expect it to pop yet: CNBC International Live

27 August 2026

Niles Investment Management founder Dan Niles says AI is “100%” a bubble but sees little risk of it bursting for at least another year.

He remains constructive on Nvidia’s risk-reward, while cautioning that chip shortages could prompt customers to over-order and make current demand signals and Nvidia’s 70% growth guidance look stronger than underlying demand.

#asia #cnbc #markets - Squawk Box Asia - 24 August 2026: CNBC International Live

Streamed live 3 hours ago

Squawk Box Asia (07:00 – 10:00 SIN/HK) is CNBC’s flagship show that sets the news agenda and takes viewers through the pre-game and opening of Asia’s business trading day, covering the top market moving stories and views from top CEOs, asset managers and newsmakers.

#cnbc #usa #markets - What the bond market is telling us about inflation, debt and the economy: CNBC International Live

21 August 2026

A rollercoaster week in global bond markets saw Treasury yields briefly pull back Wednesday after the U.S. Treasury announced $4 billion in buybacks, before climbing again Thursday.

Thanos Papasavvas of ABP Invest and Julian Howard of GAM Investments join CNBC’s Ritika Gupta to discuss the bond market turmoil and how they’re positioning across asset classes.

#japan #yen #currency - Expect a stronger yen by year-end and that could be bullish for Japanese equities: Astris Advisory: CNBC International Live

7 August 2026

Astris Advisory's Neil Newman expects two BOJ rate hikes and a Fed cut by year-end which he then expects to lead to a narrower rate differentials that will strengthen the yen.

He argues a firmer currency will lower import costs, boost corporate profitability and support both Japanese equities and the broader Asian market.

Jury Out on Yen Before Crucial Jobs Data: 3-Minutes MLIV

#oil #usa #iran #israel - The oil crisis will be prolonged as restarting production in the Gulf will take months: Kilduff: CNBC International Live

11 March 2026

John Kilduff, Again Capital's founding partner, says that oil storage in the Gulf is "100% the problem" and adds that the energy market will remain under pressure for longer.

#donaldtrump #israel #iran - Trump backed into a corner on Iran: former defense advisor: CNBC International Live

9 March 2026

Jasmine El-Gamal, former Middle East Advisor at the U.S. Department of Defense and Founder & CEO of Averos Strategies, tells CNBC that President Donald Trump has boxed himself in with his increasingly escalatory rhetoric on Iran - leaving few off-ramps to de‑escalate the conflict, short of demanding unconditional surrender.

She warns that even if a deal is reached, underlying tensions could easily resurface in the years ahead, raising fresh questions about long‑term security in the Gulf.

#energy #middleastwar - Grace period for markets has ended as hopes of Middle East war staying controlled fade: Expert: CNBC International Live

9 March 2026

Clayton Seigle from CSIS says the market is scrambling to catch up with the prospect that talk of unconditional surrender and more assets including refineries, storage terminals, offshore facilities coming into the direct line of fire suggest the crisis period will last longer.

euronews is live: LIVE: EU leaders set for emergency talks as Iran war enters day 10 | Europe Today #61, 09/03/2026

#us #usa #war #oil - U.S. markets complacent, USD decline to resume: Brookings: CNBC International Live

6 March 2026

Robin Brooks of Brookings Institution discusses the impact of the geopolitical events on the impact for oil prices, and the dollar strength.

He says the dollar has become 'temporary safe harbor' and that he continues to see a decline in its' strength as the uncertainty comes to pass.

#asia #investing - The China Connection - 04-Mar-26: CNBC International Live

4 March 2026

The China Connection (10:00 – 11:00 SIN/HK), anchored by Emily Tan in Hong Kong, explores the key economic, technology, policy & business stories in the world’s second largest economy. Please note this livestream is only available in Europe and India.

#usa #israel #iran - U.S. strikes on Iran are a 'war of choice' — former Sweden PM Carl Bildt: CNBC International Live

2 March 2026

Carl Bildt, former Swedish prime minister and co-chair of the European Council on Foreign Relations, tells CNBC that President Donald Trump’s decision to strike Iran is a “war of choice,” not a necessity.

Bildt argues that Trump’s interventionist foreign policy approach reflects a belief that the U.S. can secure its objectives through sheer military might.

#AI #investing #technology - Which companies will survive the AI transition? Investor Dan Niles weighs in: CNBC International Live

26 February 2026

Dan Niles, founder of Niles Investment Management, offers a measured view of the stock sell-off driven by concerns over AI disruption, saying companies perceived as linked to OpenAI were caught up in an unsustainable wave of speculative buying.

EARNINGS ALERT: Nvidia (NVDA): Schwab Network

#asia #investing #korea - South Korean chipmaker valuations risk becoming stretched, says portfolio manager: CNBC International Live

26 February 2026

Derrick Irwin, portfolio manager at Allspring Global Investments, says the memory chip cycle still has room to run but cautions that valuations among South Korean chipmakers may be getting ahead of fundamentals.

#usa #AI - State Street's 2026 'grey swan' warning: AI 'fails to scale': CNBC International Live

16 February 2026

Jennifer Bender, Global Chief Investment strategist at State Street Investment Management, discusses State Street's 2026 “Six Grey Swans" report, highlighting plausible but underpriced risks that could reshape markets. Topping the list is the risk that artificial intelligence fails to grow as much as expected due to various constraints.

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