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
——–
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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.”
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SpaceX’s revenue exceeded Wall Street’s expectations in the company’s first quarterly financial report following its blockbuster initial public offering in June. Elon Musk’s satellite, space and artificial intelligence conglomerate reported revenue of $7.8 billion on Tuesday, greater than than the $6.81 billion analysts polled by Bloomberg estimated on average. It also unveiled an operating loss of $1.26 billion from its AI business, better than the consensus for a loss of $2.39 billion.

SpaceX’s eagerly awaited quarterly results cap a roller coaster ride since the company raised $86 billion in the largest stock-market debut of all time. Its shares have since plunged in a bout of post-IPO volatility and a broader AI selloff, erasing more than $1 trillion in market value from their peak along with Musk’s status as the world’s first trillionaire. We get reaction from Bloomberg Tech host Ed Ludlow, and Mandeep Singh, Global Head of Technology Research for Bloomberg Intelligence.
——–
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