Gabriela Santos, Chief Market Strategist for the Americas at JPMorgan Asset Management joined Bloomberg Open Interest to explains why the latest CPI report could keep the Fed on hold, why AI infrastructure spending is squeezing software companies and why investors should stay selective as AI stocks become more volatile. She also breaks down what upcoming tech earnings could mean for the next move in markets.
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Technology stocks are leading equity markets higher after ASML’s earnings offered fresh evidence of the relentless demand for chips enabling the global AI buildout.

President Trump said he would intensify the US’s bombardment against Iran until it stops attacking ships in the Strait of Hormuz and agrees to open the waterway. Trump also backed away from his plan to impose a 20% charge on cargo shipments through Hormuz.

Federal Reserve Chairman Kevin Warsh said slowing inflation in June doesn’t mean it’s mission accomplished. For the first time since taking office, he also hinted at how the Fed may eventually have to respond.

Today’s guests: Mohit Kumar, Jefferies Chief European Economist & Strategist; Bob Sternfels, McKinsey Global Managing Partner; Claudia Major, German Marshall Fund Senior Vice President for Transatlantic Security

—
“The Pulse With Francine Lacqua” is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops.

Chapters:
00:00:00 – The Pulse with Francine Lacqua
00:00:36 – ASML raises FY outlook as AI boosts demand
00:03:12 – Mohit Kumar, Jefferies Chief European Economist & Strategist
00:15:05 – Bob Sternfels, McKinsey Global Managing Partner
00:22:06 – PayPal surges premarket on Stripe, Advent offers
00:23:32 – Wednesday headlines
00:24:23 – Traders ditch July Fed hike bets after CPI
00:26:41 – UK Chancellor Reeves speaks at Mansion House
00:27:56 – UK economy roundtable: Katherine Griffiths, Philip Aldrick & Bloomberg Opinion’s Rosa Prince
00:37:29 – Claudia Major, German Marshall Fund Senior Vice President for Transatlantic Security
00:43:42 – Wall Street big banks’ results
00:45:30 – Richemont sales beat lifts luxury sector
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The news doesn’t stop when markets close. Hosts David Gura, Christina Ruffini and Lisa Mateo bring clarity, context and a bit of humor to the weekend’s biggest headlines, LIVE from New York.

Joined by Adm. Daryl Caudle, US Dept of War Chief of Naval Operations, Kurt Volker, fmr. US Ambassador to NATO, Rep. Greg Stanton, (D) Arizona, Shannon Kingston, ABC New State Department Reporter, Romina Ruiz-Goiriena, USA Today Executive Editor Investigations, Storytelling, Caleb Silver, Investopedia Editor-in-Chief, Martha Gimbel, The Budget Lab at Yale, Executive Director & Co-Founder, and Erin Lyall, Journalist & Author of “Food Under Fire.”

Chapters:
00:00:00 – Bloomberg This Weekend | 7/12/2026
00:00:44 – Sen. Lindsey Graham Dead at 71
00:06:44 – CENTCOM: 140 Iranian Military Targets Struck
00:18:50 – News Now with Lisa Mateo
00:21:35 – Chief Of Naval Operations on NATO
00:35:04 – Lisa Mateo with News Now
00:37:09 – Gate’s Heir Shopping App Claimed Sales it Didn’t Drive
00:45:07 – Castro’s Heir Wants a Deal with Trump: USA Today
00:52:02 – Top of the Hour 8:00a
00:53:00 – News Now with Lisa Mateo
00:56:05 – Sen. Graham Dead After “Brief and Sudden Illness”
01:00:20 – Kurt Volker on Sen. Graham; Ukraine
01:10:05 – Lisa Mateo with News Now
01:11:37 – Five Big Banks Set To Release Earnings Tuesday
01:18:01 – Netflix Earnings Preview
01:23:35 – News Now with Lisa Mateo
01:25:45 – US Says Hormuz is Open, Despite Iran Declaration
01:30:56 – Iran War Impacting Japan’s Love of Plastic
01:33:58 – US Walking Tightrope Between Aging and AI
01:40:30 – Top of the Hour 9:00a
01:41:34 – Lisa Mateo with News Now
01:44:27 – Sen. Lindsey Graham, (R) South Carolina, Dead | Panel
01:54:46 – Trump: Hormuz Open, “Bombed the Hell Out of Them”
01:58:36 – News Now with Lisa Mateo
02:00:35 – Rep. Greg Stanton: “War of Choice” is a “Disaster”
02:06:45 – Rep. Ro Khanna Detained in West Bank
02:12:07 – Lisa Mateo with News Now
02:14:02 – Fed Announces Names for Warsh’s New Task Forces
02:22:08 – “Food Under Fire” Author Erin Lyall
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Today, Edward Fishman, director of the Maurice R. Greenberg Center for Geoeconomics at the Council on Foreign Relations, discusses renewed conflict between Iran and the US and what it means for the global oil trade as the two countries trade strikes. Then, Aaron Mulvihill, global alternatives strategist at JPMorgan Asset Management, breaks down the economic impact of renewed conflict and the market reaction to the AI trade. Plus, Bloomberg technology reporter Maggie Eastland discusses Micron’s move to increase investment in the US to build out memory capability. Then, Bloomberg senior technology reporter Kurt Wagner talks his interview with Meta CEO Mark Zuckerberg and his company’s move to charge for a tier of its AI model. Finally, Bloomberg senior national political correspondent Nancy Cook discusses the Democratic party’s next move as Maine Senate candidate Graham Platner drops out of the race after allegations of sexual assault.

Chapters
00:00:00 Bloomberg Businessweek Daily
00:00:02 Market Update: Semiconductors Surge, Oil Pulls Back
00:04:25 U.S.-Iran Conflict: Where Do Things Stand?
00:06:15 Why the Strait of Hormuz Is the Real Battleground
00:08:00 Oil Markets, Russia & Global Energy Risks
00:09:45 AI Investment Beyond the Magnificent Seven
00:12:20 Real Estate, Infrastructure & Alternative AI Plays
00:15:15 Are the Magnificent Seven Losing Their Edge?
00:18:20 IPO Market Outlook & AI Investing
00:19:05 Market Update: Chip Stocks Continue Higher
00:20:40 Meta’s New AI Strategy
00:21:20 Micron Expands U.S. Manufacturing
00:24:50 Mark Zuckerberg’s AI Vision
00:26:10 Meta’s Push Into AI Cloud Services
00:28:20 Can Meta Turn AI Spending Into Profits?
00:32:40 Market Update: Tech Leads While Oil Retreats
00:34:10 Democratic Party Faces Midterm Challenges
00:36:00 What’s Next for Maine’s Senate Race?
00:39:40 Can Democrats Unite Before November?
00:42:40 Stocks on the Move
00:44:10 Lumen Rallies on AI Infrastructure Demand
00:45:20 Meta Climbs on AI Optimism
00:47:10 PepsiCo Slides After Weak Consumer Demand
——–
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President Donald Trump said he would intensify the US’s bombardment against Iran until it stops attacking ships in the Strait of Hormuz and agrees to open the waterway. American forces hit Iranian military targets overnight for a fourth straight day, again prompting counterstrikes from Tehran on US bases in Gulf Arab states, including Kuwait and Bahrain.

Technology stocks are leading equity markets higher after ASML Holding NV’s earnings offered fresh evidence of the relentless demand for chips enabling the global artificial-intelligence buildout.

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 Tom Mackenzie.

Chapters:
00:00:00 – The Opening Trade
00:00:37 – Market Check
00:01:59 – ASML Raises Full-Year Outlook
00:05:17 – Korean Stock Market Check
00:07:16 – US Inflation Softer than Expected
00:11:52 – We’re Going to Hit Them Very Hard: Trump on Iran
00:25:17 – Bond Market Check
00:37:27 – Jamie Dimon and David Solomon on Earnings
00:47:33 – Stocks to Watch: ASML, Richemont, Bank Stocks
00:54:39 – ASML Stock Surge
00:58:06 – Hermes Stock
01:07:59 – Richemont Sales Beat Lifts Luxury Stocks
01:13:54 – IBM Shares Plunge
01:26:56 – Still Work to Do to Protect Economy: Rachel Reeves
01:32:28 – JPMorgan Record Profit
01:34:50 – Goldman Beats Stock Trading Records
——–
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