US equity futures see relief after the Magnificent Seven stocks suffered their biggest one-day drop since the tariff-driven selloff in 2025. The US unveils new levies ranging from 10% to 12.5% on imports from 60 economies to reconstruct the Trump administration’s trade agenda that was struck down by the Supreme Court. Wei Li of BlackRock discusses the outlook for this earnings season.

Chapters:
00:00:00 – Bloomberg Brief Begins, Opening Headlines: Markets, Tariffs & Iran
00:00:42 – Global Market Check: Asia Market Wrap: Tech Selloff and Yen Weakness
00:02:19 – Global Market Check: Europe Opens Higher After ECB and SAP Earnings
00:03:22 – US Futures, Oil and Treasury Yield Surge
00:05:08 – First Look Movers: Intel, MaxLinear & Amkor
00:06:18 – Trump Rebuilds Tariff Wall with New Levies
00:09:13 – Trump Weighs Escalation Against Iran
00:12:02 – Trending on the Terminal: SpaceX, Volkswagen and Eurozone PMI Headlines
00:13:32 – Intel’s AI-Fueled Revenue Forecast Beats Expectations
00:17:53 – Wall Street Week: Austin’s Housing Affordability Model
00:21:34 – Market Headlines: Oil, Bonds and Premarket Stocks
00:25:28 – Wei Li, BlackRock Global Chief Investment Strategist, on Earnings, AI and Markets
00:32:50 – Trending on the Terminal: SpaceX, Tesla & UK Economy
00:34:10 – Tariff Strategy: Legal Challenges and Global Response
00:36:31 – Iran Escalation and U.S. Political Risks
00:38:24 – Bloomberg Intelligence on Intel’s AI Momentum
00:41:13 – UN Secretary-General Candidates Make Their Case
00:42:28 – What to Watch Ahead: Earnings, Data and Friday Trading
——–
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Chris Connors, managing director at Johnson Associates, says Wall Street bankers could be having one of their best years ever. He says bonuses could rise by 10% to 15% or more for investment and commercial bankers. But he says some sectors are being left behind. He speaks on “Bloomberg Open Interest.”
——–
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“Bloomberg: The China Show” is your definitive source for news and analysis on the world’s second-biggest economy. From politics and policy to tech and trends, Yvonne Man and David Ingles give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.

Chapters:
00:00:00 – Bloomberg: The China Show opens
00:03:06 – Japan earnings offer a snapshot of Asia’s tech trade
00:06:03 – Trump reiterates control over Hormuz amid Iran tensions
00:09:38 – DeepSeek seeks $8B in renewed funding push
00:13:52 – Breaking: Alibaba to charge big users of next open-source AI model: Reuters
00:25:40 – Pacific Basin’s Martin Fruergaard on earnings
00:35:32 – Can Cambricon’s earnings get an AI boost?
00:39:24 – DBS CEO Tan Su Shan on integrating AI end-to-end
00:47:47 – China tech rallies while Japan tech tumbles
00:49:17 – Why DeepSeek’s AI price hike won’t dent China’s AI price war
00:59:40 – Why markets are disappointed despite SoftBank’s earnings beat
01:05:33 – Sequoia says it should have backed Anthropic sooner
01:09:17 – Yen remains in focus a week after intervention
01:14:30 – Crédit Agricole’s Xiaojia assesses the case for yuan revaluation
01:24:48 – Macau casinos face pressure as Beijing curbs capital outflows
01:29:02 – Kim Jong Un’s reported $22B fortune despite sanctions
——–
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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.

Chapters:
00:00 Yen Intervention, Fed Uncertainty & Middle East Talks
05:19 Why the US Is Backing the Japanese Yen — Philip Orlando, Federated Hermes
18:55 US Deterrence Has Eroded — Steven Cook, Council on Foreign Relations
32:04 US-Japan Intervention Changes the Yen Trade — Jeremy Stretch, CIBC
40:23 Bond Markets Need an Inflation Plan — Mark Cabana, BofA Global Research
54:26 AI Spending Still Has Room to Run — Sarah Hunt, Alpine Saxon Woods
1:07:57 No Trust, Few Military Options — Col. Wayne Sanders (Ret.)
1:21:12 What to Watch in SpaceX Earnings — Sarah Kunst, Cleo Capital
1:30:29 The Fed Needs a Strategy for Price Stability — Neil Dutta, Renaissance Macro Research
1:38:52 Warsh Is Reverting the Fed to Historic Norms — Gary Cohn, IBM
1:55:10 AI Infrastructure Still Has More Upside — Dominic Rizzo, T. Rowe Price
2:08:56 Strong Labor Market Keeps Growth Intact — Nancy Lazar, Piper Sandler
2:17:50 Markets Are Too Complacent on Inflation — Michael Contopoulos, Janus Henderson Investors
——–
Watch it live every week day from 6-9 ET on Bloomberg Television, YouTube, Roku, Apple TV, Samsung TV, Android TV, Rakuten TV.

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IBM Vice Chairman Gary Cohn says, “the market became addicted to knowing what the Fed was going to do” as he discusses market reaction to Federal Reserve Chairman Kevin Warsh’s handling of the US central bank. Cohn also discusses Japan and the US Treasury Department working together to shore up the yen and the instabilities being dealt with by markets. He speaks on “Bloomberg Surveillance.”
——–
More on Bloomberg Television and Markets

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