Global markets are closely watching the Middle East as the conflict enters a new phase. The US carried out a tenth consecutive day of strikes on Iran, while President Trump vowed that Iran “will pay” following the deaths of US troops. At the same time, international mediators are working to secure a new US-Iran ceasefire, even as fighting continues to expand across the region.
Energy markets are increasingly focused on the Red Sea after Yemen’s Houthi movement threatened a maritime blockade, raising fears that oil prices could climb above $100 a barrel if shipping disruptions intensify. The Pentagon has requested $80 billion to help fund military operations, while traders continue to assess whether diplomatic efforts can prevent a broader regional conflict.
In financial markets, Asian stocks rebounded on a rally in semiconductor shares, although South Korea’s exchange temporarily activated a sidecar mechanism to curb excessive program buying in the KOSPI. We also cover the European Union’s $629 million fine against Alibaba, legal challenges to the proposed Paramount–Warner Bros. transaction, new 50% tariffs on Canadian goods, Boeing securing nearly 150 aircraft orders at the air show, Airbus signing a major agreement with SMBC Aviation Capital and Riyadh Air, and interviews with the CEOs of Dubai Airports and Turkish Airlines on how the Iran conflict is affecting aviation.
Elsewhere, health officials are expanding the use of existing Ebola vaccines to protect frontline medical workers, Senegal’s President Bassirou Diomaye Faye prepares to launch a new political party following a split with an ally, and a Chinese company has secured a $2.7 billion contract to build a railway in Tanzania. Guests includes Lt. Gen. Karen Gibson (retired), Academy Securities Geopolitical Intelligence Group, Advisor; Ryan Lemand, Neovision Wealth Management CEO & Co-Founder; Paul Griffiths, Dubai Airports CEO; and Murat Seker, Turkish Airlines Chairman.

Chapters:
00:00:00 – Introduction
00:05:05 – Houthis Red Sea Threat Risks Bigger Oil Shock
00:07:58 – Lt. Gen. Karen Gibson (retired), Academy Securities Geopolitical Intelligence Group, Advisor
00:15:18 – Ryan Lemand, Neovision Wealth Management CEO & Co-Founder
00:28:00 – Fresh 50% Tariffs on Canadadian Goods
00:31:00 – Houthies Threaten Saudi Maritime Blockade
00:34:26 – Paul Griffiths, Dubai Airports CEO
00:38:26 – Murat Seker, Turkish Airlines Chairman
00:42:04 – Kelly Ortberg, Boeing CEO
00:42:44 – Guillaume Faury, Airbus CEO
——–
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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 Man Group Senior Portfolio Manager Matt Rowe, StockBrokers.com Director, Investor Research Jessica Inskip, Jefferies Tech Sector Leader, Software/Internet Research Brent Thill, The Westly Group Founder & Managing Partner Steve Westly, RBC Capital Markets Head of Derivatives Strategy Amy Wu Silverman, IMAX CEO Rich Gelfond, Boeing CEO Kelly Ortberg, Former Professional Soccer Player Jozy Altidore, Visa CMO Frank Cooper III, & Redpoint Ventures Managing Director Erica Brescia.

Chapters:
00:00:00 Bloomberg The Close
00:02:26 Man Group on AI Spending, Capex & Market Risk
00:10:23 AI Competition: Moonshot, Google & the Next Chip Race
00:16:06 Top Calls
00:17:21 Alphabet Earnings Preview: AI, Gemini & Custom Chips
00:22:23 Tesla Earnings Preview with Former Board Member Steve Westly
00:30:57 Stock of the Hour: Paramount, Warner Bros. & Merger Delay
00:35:54 RBC on Options Positioning Ahead of Tech Earnings
00:43:00 Closing Bell
00:45:46 Market Movers: Momentum Holdings, Teradyne & AMC
00:48:30 Warner Bros., Netflix & Media Sector Roundup
00:54:31 IMAX CEO on Christopher Nolan’s ‘The Odyssey’ Box Office Success
01:04:11 Boeing CEO on Production, Backlog & Aerospace Demand
01:08:20 World Cup Business: Jozy Altidore on Soccer’s U.S. Momentum
01:13:35 Visa on World Cup Spending, Travel & Consumer Trends
01:21:15 Redpoint Ventures on AI Infrastructure & 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 Singapore with Shery Ahn and Avril Hong, 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
00:02:04 – Trump vows Iran ‘will pay’ for death of US troops
00:06:19 – US-Iran war, AI trade in focus
00:11:28 – Japan’s Nikkei in technical correction territory
00:18:05 – US vows fresh 50% tariff on some Canadian goods
00:26:39 – La Trobe Centre for Global Security’s Bec Strating on ASEAN Foreign Ministers’ Summit
00:35:00 – Burnham promises ‘circuit breaker’ moment for UK
00:38:37 – Airbus CEO Guillaume Faury on the next generation of narrow-body aircraft
00:43:20 – Australia offers a more defensive equity market
00:47:23 – Markets open in Japan, South Korea and Australia
00:49:31 – BREAKING: South Korea’s July first 20 days trade surplus $12.219B
00:51:24 – SGMC Capital CIO Ed Gomes on markets outlook
00:59:53 – US conducts 10th day of strikes on Iran
01:03:01 – Bloomberg Economics: Houthis’ Red Sea blockade risks oil above $100
01:05:56 – UK PM Andy Burnham unveils new cabinet
01:13:12 – Canada’s Carney: US tariffs violate USMCA
01:17:30 – China tech on watch after US chip stocks rebound
01:23:43 – AUSTRALIA AHEAD: Fitch’s Bruce Li on El Niño impact on Australian corporates
01:29:36 – Boeing CEO Kelly Ortberg on business outlook
——–
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Wall Street staged a comeback as dip buyers emerged, lifting stocks amid rally in chipmakers on bets the artificial-intelligence trade that’s powered the bull market has more room to run.
Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, joins to talk tech volatility, the intact bull market, and earnings season.
——–
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Get a jump start on the US trading day with “Bloomberg Open Interest.”  Tech leads the market as investors return to chipmakers. Stocks shrug off Middle East tensions as the US and Iran trade strikes for a 10th straight day. Novo Nordisk sues Eli Lilly, accusing its rival of misleading ads for its blockbuster weight-loss drugs. Lilly says it will defend itself “vigorously” against the lawsuit. Marc Pinto of Moody’s Ratings and Danielle Poli of Oaktree Capital Management discuss the evolving private credit landscape. Plus, exclusive interviews with GE Aerospace CEO Larry Culp and Hasbro CEO Chris Cocks.

Chapters:
00:00:00 – Open Interest
00:01:43 – GM Earnings Beat, Tariff Impact, Pricing Power & Auto Demand
00:04:45 – AI Trade Recovery, TSMC Price Hikes, Hyperscaler Demand & Nvidia Strategy
00:08:13 – Iran Conflict, Strait of Hormuz Risks, Houthi Threats & Canada Tariff Escalation
00:14:24 – Novo Nordisk vs. Eli Lilly, Obesity Drug Competition & Weight-Loss Market Battle
00:32:14 – John Kuckelman Novo Nordisk | Novo Nordisk Lawsuit, Obesity Drug Advertising Fight & Market Share Battle
00:56:36 – Marc Pinto Moody’s Ratings | Private Credit Risks, AI Compute Boom, BDC Stress & Credit Market Evolution
01:18:58 – Christian Cocks Hasbro | Hasbro Earnings, Magic: The Gathering Growth, AI in Gaming & Consumer Demand
——–
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