#wallstreet #investment #markets - Markets Rise as AI, Oil & Treasury Yields Drive the Week: Bloomberg Television

25 September 2026

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

#invesment #markets - Trump, Xi to Meet in Washington; Meta Unveils Muse AI Device: Bloomberg Television

24 September 2026

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

#oil #markets #investment - Oil Falls as Trump Claims ‘Very Good’ Iran Talks After Annihilation Threat: Bloomberg Television

23 September 2026

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

#wallstreet #investment #markets - Bloomberg Surveillance 9/22/2026: Bloomberg Television

22 September 2026

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

#europe #markets #investment - Tech Rallies on Meta Muse & Alibaba’s China AI Chip: Bloomberg Television

22 September 2026

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

#markets #investment #news - Saudi Pipeline Repairs Underway; US Approves $24.3B F-35 Sale to Saudi: Bloomberg Television

18 September 2026

Oil prices decline as supply concerns ease and diplomacy picks up, while Saudi Arabia works to restore its key East-West oil pipeline and sells more crude through the Strait of Hormuz. The US and Gulf nations are set to meet on the sidelines of the UN General Assembly next week, while the US says Iranian officials may travel to New York.

The Bank of Japan raises its policy rate by 25 basis points as expected, marking its fastest pace of rate increases since 1990 and signaling that further hikes remain possible. Asian stocks and bonds gain as oil extends its decline, Treasury yields retreat and confidence in Kevin Warsh grows. The yuan reaches a four-year high. The Bank of England holds rates but warns policy may need to tighten if the war persists, with Governor Andrew Bailey saying rates may have to rise if volatility continues. Markets also assess a potential delay to US tariffs.

At a Royal AI summit, King Charles calls for urgent AI safety guardrails, while Nvidia CEO Jensen Huang says AI safety is paramount and supports stronger testing. Huawei accelerates the launch of a new AI chip as the global race for advanced AI technology intensifies.

Turkey takes steps to stem a market rout, including arrests and restrictions as authorities investigate outflows from Turkish asset managers. The US is set to sell Saudi Arabia F-35 fighter jets in a $24.3 billion deal, while Israel and Morocco agree to deepen ties.

Across Africa, Ethiopia’s securities exchange approves 11 new listings, beginning with a company in the financial services sector. Airtel Money is said to be considering a smaller IPO, Zimbabwe advances an IMF staff-level agreement, and Botswana says De Beers’ investment remains sound.

In the aviation and technology sectors, Spirit Airlines’ data assets draw interest, while Google is reported to be considering a deal involving Spirit’s data. Guests includes Parisha Saimbi, BNP Paribas FXLM Strategist, EM Asia and Hou Wey Fook, DBS CIO. Horizons Middle East & Africa is your daily spotlight on one of the world's fastest-growing regions. Live from Dubai, we bring you the latest global markets and analysis, plus news-making interviews, with a special focus on MEA. All that and more, as you head to the office in the Gulf, pause for lunch in Hong Kong, or start your day in London or Johannesburg. Chapters: 00:00:00 - Introduction 00:09:37 - Parisha Saimbi, BNP Paribas FXLM Strategist, EM Asia 00:15:37 - Oil Drops as Supply Concerns Ease, Diplomacy Picks Up 00:19:27 - Royal AI Summit 00:27:27 - Hou Wey Fook, DBS CIO 00:33:27 - Turkish Authorities Step In to Contain Asset Managers Chaos 00:38:57 - Ethiopia Bourse Approves 11 New Listings

#markets #investing - Trump Floats EU Tariffs on Canada Invite, Warsh’s Inflation Fight Calms Market: Bloomberg Television

17 September 2026

Global bond yields retreated Thursday as the Federal Reserve’s rate hike and vow to tame inflation calmed a pressured market, leaving traders to look ahead to Friday’s key Bank of Japan decision. President Donald Trump floated hitting goods imported from the European Union with fresh tariffs or even cutting off some trade if he determined that a push to make Canada a potential associate of the bloc was harmful to the US. 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 and Guy Johnson. Chapters: 00:00:00 - The Opening Trade 00:00:31 - Market Check 00:02:34 - Fed Rate Hike 00:04:39 - BOE to Hold Rates 00:06:17 - Trump Threatens EU Tariffs 00:13:18 - Kevin Warsh Hikes Rates 00:28:39 - King Charles to Meet with AI Chiefs in Scotland 00:41:42 - Dollar, Treasuries Have More Gains Ahead: MLIV 00:46:50 - Stocks to Watch: Next, Roche, Banks 01:04:32 - Goldman CEO Warns of Higher Costs 01:08:58 - Ukraine Strikes Major Oil Refinery 01:18:46 - EU Proposes Canada as First 'Associate Member' 01:25:58 - Central Bank of Ireland Governor Gabriel Makhlouf 01:32:44 - BOE Rate Decision Due

#investment #ftse100 #markets - Are UK stocks too cheap to ignore? Reuters

17 December 2026

With valuations still relatively low and higher oil prices providing a potential boost to the FTSE, the case for owning UK stocks is looking compelling. Amati Global Investors' Gregor Paterson says this could offer a 'compelling hunting ground' for bargain-seeking investors. #News #Reuters #Newsfeed #FTSE #UKStocks #GregorPaterson #AmatiGlobalInvestors #OilPrices #StockMarket #Investing #London #BusinessNews #FinanceNews #MarketAnalysis #2026 #BargainStocks #GlobalInvesting #EquityMarkets #BreakingNews #FinancialMarkets #Reuters #InvestmentStrategy #StockValuations

Interest rate held by Bank of England after first US hike in years