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Japan Trading Companies Surge After Berkshire Declares Stake

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The AI Trade That’s Helping Markets Sidestep Iran Risk | Insight with Haslinda Amin 04/24/2026

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Insight with Haslinda Amin, 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
00:02:06 – Stocks dip, oil up on fears of stalling Iran talks
00:04:37 – Breaking: DeepSeek unveils preview of latest AI models, reigniting China tech rally
00:05:10 – Asset manager Adam Levinson on tech resilience amid war
00:22:42 – Japan finance minister warns of speculative moves weakening the yen
00:26:20 – Beijing Auto Show highlights intensifying EV competition in China
00:28:23 – Beijing Auto Show highlights intensifying EV competition in China
00:37:00 – Record voter turnout in West Bengal state election
00:39:37 – Political analyst Arati Jerath on high-stakes West Bengal election
——–
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Oil to Be ‘Ongoing, Absolute Disaster’ Over Next Two Months, Analyst Sankey Says

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“The situation here gets worse, simply because it’s guaranteed,” says Paul Sankey, president at Sankey Research. He explains the tough times ahead for the global oil market over the next two to three months, even if the Strait of Hormuz were to reopen in the next few days.
——–
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Iran War: Trump Signals No Truce Extension & New Apple CEO | Daybreak Europe 4/21/2026

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Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we’ll tell you what matters for investors in Europe, giving you insight before trading begins.

On today’s show, Apple has picked John Ternus to be its new CEO. Tim Cook is stepping down after 15 years, during which time he’s turned the company into a $4 trillion business. Ternus, who’s currently head of hardware, will take the helm on September 1. He’s described as ‘Tim Jr.’ in style and is seen as a continuity appointment.

Oil slips and the global stock rally resumes on optimism that the US and Iran will meet for a second round of talks. US Vice President JD Vance is expected to head to Pakistan for the negotiations, but Iran is yet to confirm whether it will take part. President Trump tells Bloomberg the current ceasefire is unlikely to be extended when it expires this week.

And the US President’s nominee to become the next chair of the Federal Reserve is expected to promise to protect Fed independence in his confirmation hearing. Kevin Warsh is due to testify before the Senate Banking Committee. Bloomberg has seen a copy of the remarks he’s preparing to make.

Today’s guest: Tobias Meyer, DHL Group CEO

Chapters:
00:00:00 – Daybreak Europe – 4/21/2026
00:03:05 – Apple Names Ternus As Next CEO
00:06:22 – Asia Markets Check
00:08:25 – Warsh Vows To Protect Fed’s Independence
00:11:47 – Trump Presses for Iran Deal
00:14:33 – Oil Slips On Peace Deal Hopes
00:19:36 – Mistral AI
00:21:42 – Corporate News: Bezos / Anthropic / Commerzbank
00:25:36 – Front Page News
00:28:42 – Exclusive: DHL CEO Tobias Meyer
00:39:25 – Starmer under Pressure
00:44:27 – Chart Talk
——–
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US-Iran Stalemate, Intel Soars & EU Opens Door to Ukraine Joining | Daybreak Europe 04/24/2026

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Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we’ll tell you what matters for investors in Europe, giving you insight before trading begins.

On today’s show, oil is on track for its biggest weekly gain since the first week of the war, as Iran keeps the Strait of Hormuz closed, and US forces board a supertanker carrying Iranian crude.

Shares in Intel soared 20% in extended trading powered by a blockbuster sales forecast that smashed estimates. Meanwhile, Bloomberg learns that Meta and Microsoft are planning as many as 23,000 job cuts to fund their AI plans. SAP shares are set to get a boost from its better than expected 1Q results.

And the European Union has opened the door for Ukraine to join the bloc, with an EU official telling Bloomberg that leaders have agreed the first accession negotiations could start in the coming weeks and months.

Today’s guest: Emma Wall, Hargreaves Lansdown, Chief Investment Strategist.

Chapters:
00:00:00 – Daybreak Europe
00:01:39 – Oil Gains on Iran Stalemate, Tech Stocks Advance
00:04:08 – DeepSeek Unveils Flagship AI Model a Year After Breakthrough
00:07:30 – Trump’s Messaging Blitz Divides Advisers as Iran Talks Waver
00:12:47 – SAP Reports Cloud Growth That Beats Estimates in AI Push
00:15:20 – EU Opens Door to Ukraine Membership Talks
00:19:29 – US-Iran Tensions Build Over Hormuz as Peace Talks Stall
00:21:46 – BOJ, FED, ECB Decisions Next Week
00:30:10 – Collapsing Volatility Turbocharges Returns Across Carry Trades
00:34:42 – Emma Wall, Hargreaves Lansdown, Chief Investment Strategist
00:39:36 – Heart of Auto Industry
——–
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Labor Secretary Lori Chavez-DeRemer to Leave | Balance of Power 04/20/2026

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“Balance of Power: Late Edition” focuses on the intersection of politics and global business. On today’s show, Representative Madeleine Dean (D-PA) criticizes the Trump Administration’s stability following the announcement that Labor Secretary Lori Chavez-DeRemer will be leaving. Jane Harman, former Democratic congresswoman from California who served as Ranking Member of the House Intelligence Committee, says the US is sending “mixed messages” ahead of Iran talks by sending Vice President JD Vance to negotiate again.

Chapters:
00:00:00 – Balance of Power: Late Edition Begins
00:00:42 – Kate Sullivan on Trump Aims to Seal Iran Deal, Says Truce Extension Unlikely, Labor Secretary Lori Chavez-DeRemer to Leave
00:03:56 – Rep. Madeleine Dean (D-PA) Shares Reaction to Labor Secretary Chavez-DeRemer Out, Kash Patel Latest, Iran Ceasefire & Strait of Hormuz Strategy
00:14:33 – Ed Ludlow on Apple Announcing John Ternus to Become Apple CEO in September, What Does This Mean For Relationship With Trump White House
00:19:31 – Panel Reaction to Labor Secretary to Depart Trump Administration, What to Expect From Kevin Warsh Hearing Tuesday
00:24:24 – Lyndsay Howard on VP Vance to Visit Islamabad For Ceasefire Talks
00:27:36 – Jane Harman, Fmr. US Representative of California (D), on Iran Talks & FISA Risks
00:35:49 – Political Panel React to Trump Cabinet Shakeups, Kash Patel & Pete Hegseth, Gasoline Prices, New Iran Deal Deadline
——–
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