Business
Nvidia’s Rally, Where’s The Conviction? | Bloomberg Surveillance 05/25/23
Tom Keene, Jonathan Ferro and Lisa Abramowicz have the economy and the markets “under surveillance” as they cover the …
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Bridgewater Associates Founder Ray Dalio says the debt burden has passed a “point of no return.” He speaks with Bloomberg’s Dani Burger at the Forbes Iconoclast Summit in New York City about the bond market, a weaker dollar driving gold demand, and AI bubble concerns.
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The biggest names in tech, led by Nvidia’s Jensen Huang, descended on Computex in Taiwan to unveil the next generation of AI infrastructure and global hardware innovations. Stephen Engle gives an inside look.
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US equity-index futures declined along with Asian stocks as enthusiasm for the artificial-intelligence trade cooled after driving markets to record highs this year.
Futures contracts for the Nasdaq 100 Index dropped 1%, indicating a third day of losses for the gauge as investors rotated out of tech stocks. MSCI’s Asian equities gauge fell 1.6%. South Korea’s Kospi — the world’s best-performing gauge this year and a bellwether for AI investments — slid 5.3%, with chipmaker SK Hynix Inc. tumbling 8.9%.
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 – 6/5/2026
00:01:16 – AI Rally Cools
00:03:16 – SpaceX
00:04:54 – US Jobs Report Looms
00:07:13 – Daybook
00:10:42 – Progress Stalls in Iran Talks
00:14:08 – Global Stocks Fall as AI Momentum Cools
00:22:02 – Need To Know
00:25:20 – Roundtable: Schroders’ Remi Olu-Pitan & Schonfeld’s Colin Lancaster
00:39:21 – Mega IPO Fast Index Entry Denied
00:43:24 – Stocks To Watch
00:48:01 – The Market Open
00:50:00 – Goldman Sachs Christian Mueller-Glissmann
00:59:22 – Core 6 & Early Morning Movers
01:03:01 – Korea Loses Pace
01:18:49 – Tension in Private Credit
01:28:00 – Zelenskyy Proposes Peace Talks
01:30:10 – What Investors Need To Know
01:35:07 – Weekend Teaser
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Business
US, Iran Exchange Strikes; Trump Plans New Tariffs | Horizons Middle East & Africa 6/3/2026
US forces intercepted Iranian ballistic missiles and drones aimed at neighboring Middle East countries and struck a command center in Iran in response. The exchange followed days of Israeli military escalation against Iran-backed Hezbollah in Lebanon, prompting a phone call between President Donald Trump and Israeli Prime Minister Benjamin Netanyahu. Also on the show: Trump proposes new levies of at least 10% to rebuild tariff wall; SpaceX reportedly seeks $75 billion in IPO at $135 per share; Ghana’s Finance Minister says government plans reforms of state-owned enterprises; Oil extends advance as US-Iran peace talk progress stalls; Kenya ordered to disclose details of Ebola center deal with US; Turkey expects Trump to attend NATO Summit. Guests include: Alan Higgins, KFH Private CIO; Sara Vakhshouri, SVB Energy International President & Founder.
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
00:02:40 – Trump proposes new levies of at least 10%
00:05:53 – US and Iran exchange strikes
00:08:26 – Alan Higgins, KFH Private CIO
00:14:34 – SpaceX IPO plans
00:27:44 – Sara Vakhshouri, SVB Energy International President & Founder
00:36:35 – Kenya ordered to disclose details of Ebola center deal with US
00:41:31 – Trump expected to attend NATO summit in Ankara in July
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Ethiopian Prime Minister Abiy Ahmed looks set to secure another five-year term following Monday’s elections, extending a tenure initially marked by sweeping reforms and later marred by civil conflict and rising regional tensions. Bloomberg’s Jennifer Zabasajja reports.
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@BlergleslinkVettermoo
January 29, 2024 at 4:53 pm
The fiscal expenditure is "bought" with the a very regressive inflation tax. Leslie Vinjamuri's "Americans" who want more spending are those who think they are getting a free lunch. They are not, and the fiscal profligates promote this ignorance.
@Steven-jx7ch
January 29, 2024 at 4:53 pm
If Moscow sees Berlin as the enemy on the way to Washington, I say kiev is a flashbang; you’re in the Kremlin, what’s your move, I say Beijing bombs, just it needs management!
@claucmgpcstuf5103
January 29, 2024 at 4:53 pm
To be tolty absoluty … just funny 🤣😂🤣. Am gonay say . No coment !!! ?
@zeuson
January 29, 2024 at 4:53 pm
The conversation around twitter is so laughable. People can’t see stuff more than skin deep.
@utubeuser5312
January 29, 2024 at 4:53 pm
People like Leslie twisting the term infrastructure into broad spending unrelated to infrastructure are evil
@abhijitpal7750
January 29, 2024 at 4:53 pm
26/05/2023.
Biggest Economics History.
United States of America.
I love my papa.
No tension papa.
Artificial intelligent world.
@user-je3wn8wn9g
January 29, 2024 at 4:53 pm
Wersas
@h.dorvilus4516
January 29, 2024 at 4:53 pm
This Halloween night debt ceiling debate and all our other national match striking itches will be bringing out voters( or cause a staycation on election day) like the rainmaker can trigger a rainstorm, lightening and thunder. At the end of election night the papers will be declaring that's what you get when pin up rage can no longer restrain itself in the face of the current condition of our democracy. Or at least the toying, and irresponsibility that has made life here at Home in America a tour of duty through triage. We are either losing hope, growing sick or spitting mad. The irony is a daily dose of the news on Bloomberg helps with the pain …
@raymondfox7980
January 29, 2024 at 4:53 pm
All BS!
@harryzero1566
January 29, 2024 at 4:53 pm
Looking at these enthuse over one single company, like its going to pull the markets up by its boot straps.
If ever there was a pump to convince the FOMO speculators.
If they get Fed rate cuts, I can see a monetary dump of tsunami proportions.
@xxyyzz8464
January 29, 2024 at 4:53 pm
5:21 – Braaaamo cracking jokes!
@vincentoflynn6996
January 29, 2024 at 4:53 pm
13.55
Indeed Ukraine cannot win a war with Russia…
But whilst there is money to be made by selling, and restocking military hardware who cares how many people are killed?
@therealemperorpalpatine
January 29, 2024 at 4:53 pm
ok…the FIRST time ive ever had to chastise……..OF COURSE their was a " banking crisis " and of course its " getting better " the big banks collapsed and bought up the banks that were to small to survive…it was an aquisition…dont act oblivious guys it doesnt suit you.