Business
Apollo CEO Marc Rowan on Private Markets, US Election, Fed Interest Rates
Apollo Global Management CEO Marc Rowan discusses private-market lending, the potential for more bank partnerships following Apollo’s tie-up with Citigroup, and the outlook for private versus public equity. In a conversation with Bloomberg’s Jonathan Ferro, he also comments on the US presidential election and the outlook for Federal Reserve policy.
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00:00:00 Private-market credit, infrastructure investment
00:04:02 Citigroup partnership, further deals with other banks
00:06:08 Public vs. private lending, equity, fixed income
00:09:32 Privates can produce 50-60% better outcomes for 401ks
00:11:54 Regulators, disclosures, maturity transformation
00:14:55 US election: “I’m more scared of four years of the status quo”
00:17:32 Agrees with Apollo economist Torsten Slok on Fed interest rates
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Business
Trump Gives Xi Rare Welcome as US-China Trade Truce Is Extended
The US and China have sealed a two-month extension to their trade truce, as Xi Jinping landed in America for his first state visit in eleven years. Donald Trump became the first US president in six decades to receive a foreign counterpart at that airport, excluding visits by the Pope.
Iranian President Masoud Pezeshkian said his country won’t allow freedom of navigation through the Strait of Hormuz while sanctions and a US blockade remain in place, underscoring the difficulty in reaching a peace deal with Washington despite efforts to revive talks this week.
Meta unveiled a palm-sized, dedicated gadget for using Muse, the company’s popular new artificial intelligence assistant, pushing deeper into the AI devices market with a surprise announcement.
Today’s guests: Clemens Fuest, Ifo Institute President; Grace Peters, JPMorgan Private Bank Co-Head of Global Investment Strategy; Kinger Lau, Goldman Sachs Chief China Equity Strategist; Christian Sinding, Scaleup Europe Fund Investment Committee Chair & EQT Institutional Partner
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“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
00:00:25 – German Institutes double GDP forecast as outlook brightens
00:01:16 – Grace Peters, JPMorgan Private Bank Co-Head of Global Investment Strategy
00:04:18 – Clemens Fuest, Ifo Institute President
00:10:19 – Grace Peters, JPMorgan Private Bank Co-Head of Global Investment Strategy
00:15:00 – China-US trade truce extended as Xi arrives
00:18:43 – Oil shipments from Mideast reclaim focus
00:22:55 – Thursday headlines
00:23:30 – US 30-year Treasury yield rises to highest since 2004
00:24:14 – Sanchez: Need to rebalance dependence on other economies
00:26:26 – Kinger Lau, Goldman Sachs Chief China Equity Strategist
00:34:21 – Altman, Amodei talk AI safety at UN security council
00:38:38 – Christian Sinding, Scaleup Europe Fund Investment Committee Chair & EQT Institutional Partner
——–
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Business
Bloomberg This Weekend | At the 2026 Qatar Economic Forum
CNN Senior National Security Reporter Jennifer Hansler, Qatar Airways Group CEO Hamad Ali Al-Khater, Marsh CEO John Doyle, Oaktree Capital Management Co-Chair Howard Marks, Advisor to the Prime Minister of Qatar and Official Spokesperson for the Ministry of Foreign Affairs Dr. Majed Al Ansari, Franklin Templeton Investments CEO Jenny Johnson, Former US Treasury Secretary and Liberty Strategic Capital Founder & Managing Partner Steven Mnuchin, State Street Global Advisors President and CEO Yie-Hsin Hung, Governor and Qatar Central Bank Chairman H.E. Sheikh Bandar bin Mohammed bin Saoud Al-Thani and General Atlantic CEO Bill Ford at the 2026 Qatar Economic Forum, UNGA Special Edition; Powered by Bloomberg.
Chapters:
00:00:00 – Bloomberg This Weekend Begins
00:01:08 – News Now with Lisa Mateo
00:04:16 – Saudi Arabia Confirms Houthi Missile Targeted Riyadh
00:07:14 – World Leaders in NYC Ahead of UN General Assembly
00:12:10 – Moscow Hit in Largest Ukrainian Drone Attack
00:14:41 – Canada Welcomes EU Proposal as ‘Associate Member’
00:18:00 – Lisa Mateo with News Now
00:19:37 – Qatar Airways CEO on State of Global Travel
00:31:31 – News Now with Lisa Mateo
00:33:29 – Marsh CEO Live at Qatar Economic Forum
00:35:20 – Impact on AI and Cyber Risk for Insurers
00:37:29 – Trade & Supply Chains Disrupted By Middle East Events
00:41:31 – Later Today: Where Global Capital Goes Next
00:45:52 – President to Speak at UN on Tuesday
00:48:31 – Top of the Hour with Bloomberg This Weekend
00:49:48 – Headlines with Lisa Mateo
00:52:45 – Oaktree Capital Co-Chair Howard Marks at QEF
01:06:31 – Lisa Mateo with News Now
01:08:10 – Iran Issues New Conditions to End 7-Months Conflict
01:09:29 – Assessing Safety and Security of Strait of Hormuz
01:14:24 – How The War in Iran Is Affecting Global Business
01:16:07 – Qatar’s Role as Diplomatic Intermediary With Iran
01:20:01 – Franklin Templeton CEO Jenny Johnson
01:29:26 – Former Treasury Secretary Mnuchin Live at QEF
01:40:56 – Top of the Hour with Bloomberg This Weekend
01:42:05 – Headlines with Lisa Mateo
01:44:52 – This Week: Trump To Speak To UN General Assembly
01:46:22 – Rubio Speaks to Bloomberg About Role As Secretary of State
01:50:42 – State Street Global Advisors CEO Live at QEF
01:58:01 – Gov. Spencer Cox Live on Bloomberg This Weekend
01:59:44 – Impact of Iran War on Qatar’s LNG Revenue
02:02:18 – Resiliency of Qatar’s Economy & Growth Sectors
02:04:39 – Diversification Within Qatar’s Economy
02:06:51 – Impact of AI Investment on Qatar’s Economic Future
02:11:34 – News Now with Lisa Mateo
02:13:31 – General Atlantic CEO Live at Qatar Economic Forum
02:21:35 – Moments Away: Start of 2026 Qatar Economic Forum
——–
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Business
Charles Schwab CEO: SpaceX was our 5th most active day in firm’s history
Charles Schwab CEO Rick Wurster says that the SpaceX IPO was “one of the top five most active days for our clients in the 50-year- plus history of the firm.”
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Business
King Charles on AI We Must Not Lose Our Souls
King Charles asks for reassurances from AI executives that they can keep their inventions under control. “There is urgency in adequately considering the existential dangers of AI falling into the wrong hands.” #ai #uk #world #technology #politics #news
Read more: https://www.bloomberg.com/news/articles/2026-09-17/king-charles-wants-ai-chiefs-to-promise-they-ll-protect-mankind
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Business
“Disaster”: Merz Reacts to Record German Election Defeat
Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from Brussels, 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.
Friedrich Merz said he would stay put as German chancellor even after his party suffered its worst-ever result in a state election, with a tally showing the conservatives crashing out of a regional assembly for the first time in the country’s post-World War II history.“We can’t sugarcoat it, it was a disaster,” Merz told reporters in Berlin.
US Treasury Secretary Scott Bessent lauded “very successful” talks with his Chinese counterparts on artificial intelligence, trade and investment, while China described the discussions as positive ahead of this week’s summit between leaders Donald Trump and Xi Jinping.
And Brent is set for its longest losing run since June, as traders tracked diplomatic efforts to end the US-Iran war and signs cargoes are getting through the Strait of Hormuz.
Chapters:
00:00:00 – Daybreak Europe
00:00:49 – Japan Markets Closed for Holiday
00:03:26 – Yen Under Pressure After BOJ Disappoints
00:08:05 – Trump to Host Xi at White House Thursday
00:12:37 – Merz: Election Results Were a Disaster
00:14:47 – US Futures Rise, Oil Extends Drop
00:17:09 – Brent Set for Longest Run Since June
00:19:26 – Qatar Energy Chief Says Bessent ‘Wrong’ About Hormuz Future
00:22:38 – Russian Ruling Party Heads for Big Election Win
00:26:01 – Global AI Race to Take Center Stage at Xi-Trump Talks
00:28:53 – Black Sea Blockade Threatens Food Supply Shock
00:33:51 – Qatar’s Role in Peace Negotiations
00:39:05 – Europe’s IPO Drought Set to Run Into 6th Year
00:42:16 – US Obesity GLP-1 Market
00:45:27 – QEF Delegates on Shaping the Economy
——–
More on Bloomberg Television and Markets
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