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“Bloomberg: The Asia Trade” brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg TV is live from Tokyo and Sydney with Shery Ahn and Haidi Stroud-Watts, getting insight and analysis from newsmakers and industry leaders on the biggest stories shaping global markets.

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00:12:46 – Global bond market rout deepens
00:18:30 – US, Iran said to be exploring phased deal to open Hormuz
00:27:06 – Former US National Security Council China Director Liza Tobin on Trump-Xi summit
00:40:10 – EXCLUSIVE: Billionaire venture capitalist Vinod Khosla on AI development
00:45:17 – Dollar-yen traders on alert for intervention
00:48:00 – Markets open in Japan and Australia
00:50:49 – Trump and Xi discuss AI, Taiwan at summit
00:57:44 – Goldman Sachs’ Tim Moe on market strategy
01:06:48 – Iran-backed Houthis attack Saudi Arabia
01:13:12 – Former US Embassy Deputy Chief of Mission in Beijing Sarah Beran on US-China ties
01:21:32 – Xi: China, US should leverage AI strengths rather than guard against each other
01:24:55 – Wall Street reckons with 5% yields as the new normal
01:30:52 – NATO Secretary General Mark Rutte on Ukraine peace talks
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Bloomberg Surveillance: Early Edition, live from London and New York. Francine Lacqua, Anna Edwards, Matt Miller, and Kailey Leinz deliver the latest news and analysis on the markets with leaders in global finance and economics. Judy Dempsey, Nonresident Senior Fellow at Carnegie Europe, says India is careful with Russia and US relations. Esther Reichelt, Commerzbank FX Strategist, says the yen stands no chance. Livia Paggi, Managing Director of J.S. Held, says Russia’s goals are consistent.

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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.

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00:00 Bloomberg Surveillance starts
03:27 Cameron Dawson (NewEdge Wealth): AI Infrastructure & Markets
19:19 Cameron Dawson (NewEdge Wealth): Inflation & Consumers
31:17 Sarah Kunst (Cleo Capital): OpenAI IPO & AI
41:48 Claudia Sahm (New Century): Fed & Inflation
52:52 Alex Altmann (Barclays): AI Trade & Tech Stocks
1:06:26 Eddie Fishman: Iran & Global Trade
1:17:56 Jonathan Krinsky (BTIG): AI Trade & Technicals
1:27:46 Russell Brownback (BlackRock): Fed & Bond Market
1:39:33 Marvin Loh (State Street): Fed, Liquidity & Markets
1:55:53 Vivek Arya (BofA Securities): Nvidia, AI Chips & Memory
2:03:53 Gregory Daco (EY-Parthenon): Inflation & Fed
2:16:12 Ulrike Hoffmann-Burchardi (UBS): AI Investing & Markets
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Oil advanced after China made further progress toward reopening, OPEC+ kept output steady and sanctions on Russian crude kicked in. Paul Wallace reports on Bloomberg Television.
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