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‘Bloomberg Surveillance: Early Edition’ Full Show (0705/2021)

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Indian Tech Workers Face New Uncertainty in US Visa Crackdown

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“Insight with Haslinda Amin” is a daily news program featuring in-depth, high-profile interviews and analysis to give viewers the complete picture on the stories that matter. The show features prominent leaders spanning the worlds of business, finance, politics and culture.

Chapters:
00:00:00 – Insight with Haslinda Amin Begins
00:01:33 – OpenAI expects $70B in annualized revenue by end of 2026
00:06:20 – US bars Microsoft, Indian firms from visa program
00:10:53 – Danantara CIO Pandu Sjahrir on the fund’s 2026 deployment
00:13:59 – Pandu Sjahrir on bringing technology investments back to Indonesia
00:23:12 – Franklin Templeton CEO Jenny Johnson on fixed-income opportunities around AI—
00:25:19 – Jenny Johnson why AI’s impact across traditional industries is only beginning
00:32:59 – Emerging: JioStar Vice Chairman Uday Shankar on India’s cultural strengths and global influence
00:36:49 – Formula One President and CEO Stefano Domenicali on the Singapore Grand Prix and Asia growth
00:38:07 – Formula One President and CEO Stefano Domenicali on the Singapore Grand Prix and Asia growth
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Plague Case in Siberia: What We Know

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Plague is one of history’s most feared diseases, responsible for pandemics that killed tens of millions of people. Today, human cases are rare and can usually be treated with antibiotics. A suspected case of pneumonic plague in Siberia has renewed attention on the disease after a young worker at a Russian institute that studies plague and other dangerous infections died of severe pneumonia. Russian authorities told the World Health Organization that no case of plague has been recorded in the region. Still, the circumstances of the woman’s death and the precautions taken afterward have prompted international scrutiny, with the WHO seeking more information from Russia.

We speak with Dr. Amesh Aldaja, Senior Scholar at the Johns Hopkins Center for Health Security.
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Where to Eat and Drink in Milwaukee

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Milwaukee is well-known for its brewing heritage, but increasingly it’s making a name for itself at the dinner table. Bloomberg’s Five Top Tables has a few restaurants you should check out if you find yourself in the city. Ashley Novak explains
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Trump Rules Out Iran Strikes Before Midterms, Oil Rises as Hormuz Attacks Continue

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Oil rises as attacks in the Strait of Hormuz continue, even as Donald Trump says the US will not attack Iran before the midterm elections. Asian stocks slip amid US tech jitters, while Bahrain’s borrowing costs surge to a six-year high.
OpenAI expects annualized revenue to reach $70 billion by the end of 2026, up from a $50 billion run rate in September, as it discusses a new funding round of more than $30 billion.
France’s fiscal concerns remain in focus, with investors watching for potential contagion to Italian bond spreads and the euro.
Ecobank opens its first office in Beijing as commercial ties between China and Africa deepen. Meanwhile, SpaceX announces a spectrum deal for Starlink’s mobile-phone service, and Starbucks is reported to have explored a takeover of Chipotle.
The US tightens restrictions on tech visas, barring Microsoft and Indian firms from a key visa program that has served as an important talent pipeline for Silicon Valley and Wall Street.
Airtel Money begins trading in London in what could be the city’s largest IPO in five years, while Uzum’s investors include Tencent and Oman’s sovereign wealth fund.
And SoftBank is seeking to raise as much as $100 billion from Gulf investors. Guest includes Kevin Thozet, Carmignac Portfolio Advisor & Investment Committee Member, Jeremy Awori, Ecobank CEO, Zeina Rizk, Amwal Capital Partners Fixed Income Co-Head and Nikolay Seleznev, Uzum Co-Founder & Chief Strategy Officer.

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
00:05:10 – OpenAI Expects $70B in Annualized Revenue by End of 2026
00:06:42 – Kevin Thozet, Carmignac Portfolio Advisor & Investment Committee Member
00:13:22 – Trump Says US Won’t Attack Iran Before Midterm Elections
00:16:03 – Jeremy Awori, Ecobank CEO
00:27:24 – Zeina Rizk, Amwal Capital Partners Fixed Income Co-Head
00:34:02 – US Targets Tech Visas, Bars Microsoft and Indian Firms From Visa Program
00:37:44 – Nikolay Seleznev, Uzum Co-Founder & Chief Strategy Officer
00:41:34 – Airtel Money to Begin Trading in London
——–
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Oil Gains as Iran Attack Risks Rise, Le Pen Asserts Control Over Far Right

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Oil gained after a report that the White House asked the Pentagon to draw up strike options against Iran that could be executed before the midterm elections.

Brent climbed above $102 a barrel, while West Texas Intermediate traded near $90. The report in The Atlantic cited two administration officials, and runs counter to a widespread assumption that President Donald Trump would hold off on escalating the conflict with Tehran before the polls next month.

Marine Le Pen has reasserted her hold on the National Rally party since courts cleared her to run for the highest office, with differences over policy and style emerging in public view.

“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 Begins: Opening Headlines
00:01:22 – Samsung Earnings & the AI Memory Boom
00:04:08 – Oil, Gas & Middle East Tensions
00:06:46 – EU-China Trade Talks & Rare-Earth Risks
00:10:50 – Samsung’s Record Profit Falls Short of Expectations
00:14:02 – Globaldata TS Lombard Chief Economist Freya Beamish on US Treasury Yields, Japan, Repatriation Flows & Global Bond Markets
00:20:49 – Need to Know: F-35 Shipment, Russia & French Diesel Reserves
00:22:25 – France’s Bond Market & Debt Issuance
00:25:23 – Aviva Investors Fixed Income Global Head Fraser Lundie on Energy Prices & Bond Markets, AI Risks, Capex & Credit Markets, French Bonds
00:35:17 – Europe Takes a Tougher Line on China, Chinese Hybrid Vehicles & Rare-Earth Retaliation
00:39:54 – Oil Spike Would Be Just The Worst: MLIV
00:43:18 – Stocks to Watch: Italian Banks, Tesco & Aberdeen
00:48:53 – Energy Rises as Banks & Tech Fall
00:50:28 – JPMorgan Private Bank EMEA Equity Strategy Head Nataliia Lipikhina on the AI Trade, Treasury Yields, Earnings Outlook, & Europe’s Vulnerability to Oil
00:58:53 – European Stocks on the Move
01:02:57 – Samsung, AI Expectations & Tech Valuations
01:06:49 – US Considers Iran Strike Options, Iran, Houthis & Escalation Risks
01:10:37 – EasyJet Reducing Capacity This Winter on Fuel Costs
01:13:59 – Need to Know
01:15:25 – European University Institute’s Maria Demertzis on Germany and France Push Tougher China Policy, China’s Rare-Earth Leverage Over Europe
01:26:02 – General Catalyst’s Jeannette zu Furstenberg on Europe’s Tech & Defense Dependence on China, Rebuilding Europe’s Industrial Capabilities
01:32:03 – Europe Faces a Stagflationary Squeeze, European Bonds & ECB Rate Risks
——–
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