Stocks and bonds rise and oil drops as the US and Iran pause strikes for a third straight night. Investors brace for a busy week of tech earnings and rate decisions from the Federal Reserve, the Bank of England and the Bank of Japan. Kallum Pickering of Peel Hunt discusses price pressures amid geopolitical uncertainties ahead of rate decisions.

Chapters:
00:00:00 – Bloomberg Brief Begins, Opening Headlines
00:00:43 – Global Markets Check: Asia Rebounds
00:02:06 – Europe Markets & Falling Energy Prices
00:03:28 – Oil, Bonds & Market Outlook
00:04:59 – First Look Movers: Forte, AstraZeneca, & Trip.com
00:06:13 – Fed Rate Decision Preview & Geopolitical Risks
00:09:01 – China’s CXMT Soars After Record IPO
00:10:47 – Nvidia, OpenAI & $500 Billion Data Center Plans
00:12:45 – Middle East Tensions Ease as Strikes Pause
00:15:33 – Trending on the Terminal
00:16:59 – Nvidia’s CEO Jensen Huang on AI’s Next Decade
00:20:22 – Front Page News
00:21:34 – Market Reset: Oil, Earnings & Futures
00:23:23 – First Look Movers Update
00:24:43 – Kallum Pickering, Peel Hunt Chief Economist, on the Fed, Inflation & AI
00:32:44 – Trending on the Terminal
00:34:31 – Middle East Update & Netanyahu Visit
00:38:07 – Updates on Shipping Through the Strait of Hormuz
00:40:37 – Nvidia Financing Deal & China’s Chip Challenge
00:42:50 – Week Ahead: Fed, BOE, BOJ & Big Tech Earnings
——–
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“Bloomberg: The Asia Trade” brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg TV is live from Tokyo and Sydney with Shery Ahn and Haidi Stroud-Watts, getting insight and analysis from newsmakers and industry leaders on the biggest stories shaping global markets.

Chapters:
00:00:00 – Bloomberg: The Asia Trade begins
00:02:12 – Subdued US core inflation eases pressure on Fed
00:06:08 – Asian stocks poised to gain on benign US inflation
00:12:46 – Tencent quickens AI spending
00:19:27 – IEA warns of oil supply squeeze as Iran war escalates
00:29:02 – TD Securities’ Molly Brooks on US inflation
00:33:24 – Yardeni Research’s Ed Yardeni on AI trade
00:36:35 – BIG TAKE: Workers are teaching AI-powered robots to take over their jobs
00:41:30 – BREAKING: Japan’s July producer prices rise 7.2% Y/Y; est. +7.4%
00:42:23 – BNY says katsu curry shows true yen weakness
00:43:44 – S&P 500 closes near record high on tame inflation
00:46:48 – Markets open in Japan, South Korea and Australia
00:50:44 – Pictet Asset Management’s Arun Sai on market strategy
01:02:18 – Iran: Military shifting to ‘offensive doctrine’
01:06:21 – IEA warns of oil supply shortfall
01:12:00 – Tencent’s capital expenditures soar 176% Y/Y
01:15:34 – Hon Hai’s 2Q profit beats on AI spending surge
01:20:58 – Lotus Asset Management’s Hao Hong on China’s earnings, markets
01:31:39 – Former Chinese Premier Zhu Rongji dies at 97
——–
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SK Hynix may not be a household name, but the South Korean memory chipmaker is one of the top names in the hottest corner of the stock market.

Ahead of its US listing, Winnie Hsu looks at how the once-embattled company became a tech darling.
——–
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Bloomberg Television 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 Rithholtz Wealth Management Chief Market Strategist Callie Cox, Needham Senior Analyst Ryan MacDonald, Former Kansas City Fed President & CEO Thomas Hoenig, Kayne Anderson Rudnick Portfolio Manager, Senior Research Analyst Julie Biel, Founder ETFs Partner and Portfolio Manager Michael Monaghan, Evercore ISI International Political Affairs & Public Policy Chief Strategist Sarah Bianchi, Gotham Greens CEO Craig Stevenson, & Former NFL Linebacker Bart Scott.

Chapters:
00:00:00 Bloomberg The Close
00:02:18 Ritholtz on Iran, the Economy & Fragile Markets
00:09:04 Intel’s $15 Billion Stock Sale & AI Expansion
00:16:46 Top Calls
00:18:02 Hims & Hers: GLP-1 Growth and the Weight-Loss Market
00:22:21 Fed Outlook: CPI, Jobs & Interest Rates
00:30:58 Stock of the Hour: GameStop Rethinks Its eBay Bid
00:36:18 Kayne Anderson on Big Tech, AI Capex & the Consumer
00:43:07 Closing Bell
00:45:47 Market Movers: SpaceX, Boeing & MarineMax
00:48:18 Apple, Trade Desk & Intel Finish Lower
00:50:41 Hims & Hers Earnings Hit After the Bell
00:52:00 Rocket Lab Earnings: SpaceX Rival Reports Results
00:54:05 Market Recap: Nvidia’s $500 Billion AI Financing Plan
00:55:49 Rocket Lab Deep Dive: Neutron, SpaceX & the Space Race
01:01:32 Hims & Hers Earnings, Novo Nordisk & GLP-1 Strategy
01:07:40 Midterm Primaries & Democratic Party Strategy
01:15:12 Gotham Greens on Food Safety & Indoor Farming
01:21:34 Bart Scott on the Jets, Sports Marketing & the Future of Media
01:28:20 What to Watch
——–
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Global markets focus on the Strait of Hormuz as doubts grow over a deal to reopen the vital shipping route. President Trump says the US “totally controls” Hormuz, while Iran says the Strait will remain closed until its conditions are met. The US also says it fired on a vessel accused of violating the blockade, while Pakistan’s interior minister travels to Iran for talks. Oil prices extend gains as traders assess the risk of prolonged disruption, while investors await US core CPI data for signs of how the Iran war is affecting inflation and Federal Reserve policy. The yen moves toward ¥160 per US dollar as intervention concerns return, while Asian stocks gain on stronger technology shares. In technology, CoreWeave shares surge as its AI backlog reaches $104 billion, with another $25 billion in new deals. Nvidia’s credit risk eases after its CEO clarifies the company’s $500 billion AI infrastructure plan, while Super Micro shares jump after its outlook tops the highest forecast on strong AI server demand. South Korea’s sovereign wealth fund is also preparing to expand its role in the global AI race.
Elsewhere, a Libyan oil refinery is hit in the fifth attack on the Zawiya facility, Syria sentences former President Bashar al-Assad to death, and Russia seeks a deal to secure its Syrian bases as a hub for operations in Africa. Presight AI reports a 30% jump in second-quarter profit and secures AED 2.5 billion in domestic deals. We also cover Zambia’s presidential election, Nigeria’s new tax incentives aimed at attracting $50 billion in deep-water oil investment, Kenya holding interest rates, and MTN taking a write-down linked to its Iran exposure. Guests includes Aarthi Chandrasekaran, Shuaa Capital Public Markets Head, Thomas Pramotedham, Presight CEO and Min Kyung-Seol, South Korean Deputy Minister for Innovation and Growth.

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
00:04:12 – Oil extends gain on doubts over Hormuz deal
00:09:12 – Aarthi Chandrasekaran, Shuaa Capital Public Markets Head
00:14:46 – Surging AI Demand
00:18:36 – Fifth Attack on Libyan Oil Refinery
00:27:31 – Thomas Pramotedham, Presight CEO
00:33:31 – Min Kyung-Seol, South Korean Deputy Minister for Innovation and Growth
00:37:31 – Zambians Vote Thursday in Tight Election
00:42:17 – US Core CPI Expected to Fall to Lowest Since March 2021
——–
More on Bloomberg Television and Markets

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