Jeff Currie, co-chairman at Abaxx Markets, says demand for artificial intelligence is helping set up the commodities industry for a supercycle lasting a decade or more. He speaks on “Bloomberg Surveillance.”
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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 – The China Show opens
00:04:16 – Risks boost demand for safer government bonds
00:08:39 – US adds carrier and 10,000 troops to Mideast
00:14:29 – China said to cancel some October fuel exports as US carrier departs home port
00:16:16 – Tencent reportedly agrees to lease AI chips from Oracle
00:25:37 – UBS’ Eva Lee on why China H-shares have become less attractive
00:34:55 – Fed’s Kashkari on the rate path
00:41:04 – Opinion: Nike’s China reset needs more than just Kardashians
00:48:11 – HSBC falls sharply following European peers
00:50:20 – Barclays’ Emmanuel Cau on Europe market jitters
01:00:35 – Chinese state-backed firm funded Nvidia Blackwell chip deal
01:05:14 – USTR Jamieson Greer on why the EU should release diesel reserves
01:10:31 – South Korea disputes Trump claim on Alaska LNG investment
01:16:35 – New World in focus after $3.6B loss
01:20:24 – ETF IQ Asia: Franklin Templeton’s David Mann on collaboration with ChinaAMC
01:29:32 – ‘Three Lives’ wedding trend grips Chinese couples
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Time now for a look back at this day in history. December 2nd, 2001. That was the day Enron Corp. filed for what at the time was the largest ever corporate bankruptcy. Now, it was a filing that came with a warning that a substantial number of Enron’s 21,000 employees would be out of a job as the company’s market value plummeted amid multiple investigations into allegations of accounting fraud.
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Nvidia’s artificial intelligence chips keep making their way to China despite US curbs. Government officials are asking why the company missed red flags, saying Washington’s export controls have spawned a sprawling shadow trade. The company hasn’t been accused of violating controls or willfully aiding smugglers, and said it abides by the rules. Bloomberg’s Edwin Chan reports.
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As of 9 pm ET, Donald Trump has the lead in electoral votes over Democrat Kamala Harris. But Harris just picked up New York. She’s also won in Massachusetts, NJ, Vermont, Illinois, and Maryland. Kailey Leinz reports.
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