US equity futures gain after chipmakers including Samsung and SK Hynix rebounded and Amazon posted strong earnings. The Bank of Japan keeps its policy rate unchanged following a currency intervention, which strengthened the yen against the dollar. Jane Foley of Rabobank discusses this week’s central bank rate decisions.

Chapters:
00:00:00 – Bloomberg Brief Begins, Opening Headlines: Apple, Amazon & Global Markets
00:00:45 – Global Market Check: Asia Market Rally & South Korea Chipmakers Surge
00:02:15 – Europe Hits Record Highs While Bond Markets React
00:04:43 – First Look Movers: Apple, Amazon, Coinbase & Universal Music Earnings
00:05:57 – Amazon’s AWS Growth vs Apple’s Supply Chain Problems
00:08:49 – Bank of Japan Holds Rates as Yen Volatility Continues
00:13:28 – Citadel, AI Selloff & Hedge Fund Unwind Explained
00:17:59 – Europe’s Push to Build AI Champions
00:21:34 – Market Headlines: Tech Earnings Drive Global Stocks
00:24:32 – Jane Foley, Rabobank Head of FX Strategy, on Yen Intervention & Bank of Japan Analysis
00:31:34 – Trending on the Terminal
00:32:52 – Israel-Hamas Ceasefire Talks & U.S. Politics
00:35:58 – Amazon vs Apple: Breaking Down Big Tech Earnings
00:40:12 – Big Oil Earnings Preview: Exxon & Chevron
00:42:31 – What to Watch: Trading Day Ahead & Closing Market Outlook
——–
More on Bloomberg Television and Markets

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“The affordability crisis is really old versus young. Retiring people, they don’t really care if the Fed tightens. Retiring people really don’t care much about the labor market, because they’re retired. All they really care about really is the stock market,” says Yardeni Research President and CIO Ed Yardeni https://bloom.bg/3RzojZw

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The stock rebound in global chipmakers carried into Friday, with Korea’s Kospi index surging an eye-popping 18%, led by memory giant SK Hynix. In the US, Nasdaq 100 futures rose as Amazon rallied after strong earnings, Apple futures tumbled after component shortages weighed on the company’s sales forecast.

In geopolitics, President Donald Trump said his Board of Peace officials had reached an agreement for Hamas to disarm. The President said it would clear the way for Gaza to be placed under a new Palestinian government that would work closely with the Board of Peace. However, questions remained about the extent of the accord and officials suggested it would not be implemented immediately.

The Spanish government has ordered an emergency military deployment to one of the country’s two North African enclaves after thousands of illegal immigrants entered in recent days. Local media say more than 40,000 people entered the city of Ceuta in recent days.

Today’s guests: Jari Stehn, Goldman Sachs Chief Economist; Conrad Keijzer, Clariant CEO; Eni Aluko, Mercury13 Investor & Former England Player

—
“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
00:00:29 – Amazon, Apple cap off week of tech earnings
00:03:05 – AI selloff hits Aschenbrenner fund
00:06:28 – Jari Stehn, Goldman Sachs Chief Economist
00:16:21 – Trump touts Board of Peace reaching disarming deal with Hamas
00:20:01 – Spain sends troops to border on immigrant surge
00:23:28 – Friday headlines
00:24:10 – Conrad Keijzer, Clariant CEO;
00:30:22 – Credit Agricole & NatWest beat profit forecasts
00:31:44 – BOE holds key interest rate at 3.75% in 6-3 vote
00:36:49 – AXA CEO: Fast payments for wildfire victims
00:37:46 – Europe heatwave and wildfires in focus
00:39:10 – Eni Aluko, Mercury13 Investor & Former England Player
——–
More on Bloomberg Television and Markets

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The news doesn’t stop when markets close. Hosts David Gura, Christina Ruffini and Tim Stenovec bring clarity, context and a bit of humor to the weekend’s biggest headlines, LIVE from New York. Joined by Seaport Research Partners Chief Equity Strategist Jonathan Golub, Utah Governor Spencer Cox, Maryland Governor Wes Moore, Oklahoma Governor Kevin Stitt, Delaware Matt Meyer, the New Yorker Editor David Remnick, Fmr. US Ambassador to Ukraine William Taylor, Schwab Center for Financial Research Head of Macro Research & Strategy Kevin Gordon and Author & Financial Expert, Benna401(k) CEO, “Father of 401(K)” Ted Benna.

Chapters:
00:00:00 – Bloomberg This Weekend Begins
00:01:26 – News Now with Tim Stenovec
00:04:27 – NYT: Warsh Considers Reducing Frequency of Fed Meetings
00:08:22 – 3 Fed Officials Dissent, Calling For Higher Rates
00:10:06 – Microsoft Jump, Meta Sinks on AI Earnings
00:12:51 – Warsh Defends Picking Andreessen for His AI Task Force
00:18:00 – Tim Stenovec with News Now
00:20:00 – Trump Planning to Hit Iran “Very Hard”
00:23:18 – Netanyahu: It’s Trump’s Call on Future Plan in Iran
00:26:33 – Netanyahu Faces Critical Election in October
00:28:53 – Why India’s “Cockroach” Youth Are Angry
00:31:30 – News Now with Tim Stenovec
00:33:47 – ‘Cockroach’ Party Plans to Build a Nationwide Movement
00:41:30 – BTW with Tim Stenovec
00:48:30 – Top of the Hour with Bloomberg This Weekend
00:49:55 – Tim Stenovec with News Now
00:52:04 – Govs. Stitt, Moore, Cox & Meyer on Immigration Policy
01:06:29 – News Now with Tim Stenovec
01:07:50 – Poll: Most in Israel Don’t Want Netanyahu as PM
01:10:05 – Gabi Eisenkot Runs to Unseat Netanyahu in Israel
01:14:36 – Netanyahu & Trump’s Working Relationship Now
01:16:15 – Putin’s Stability & Strength in Russia
01:19:59 – Tim Stenovec with News Now
01:21:37 – FIFA Drops World Cup Stake Sale in Loss for Infantino
01:24:26 – FIFA Abandons Privatization Plan After Major Backlash
01:29:59 – The Age of Unstoppable Wildfires Has Reached Europe
01:33:22 – Europe Fire Threat Shifts as Blazes Erupt in UK and Greece
01:36:59 – Top of the Hour with Bloomberg This Weekend
01:38:17 – Headlines with Tim Stenovec
01:40:30 – NATO Considering Strengthening Nuke Deterrence
01:42:12 – Zelenskyy: Had “Very Good” Meeting with Trump
01:44:11 – Zelenskyy, VP Vance Hold Call Friday
01:45:43 – Zelenskyy: War Initiative is Not in Putin’s Hands
01:47:25 – Future of US, NATO Relationship
01:50:22 – Fmr. Energy Exec Now the New PM of Ukraine
01:51:48 – Trump Announces Hamas Disarmament Agreement
01:54:58 – Tim Stenovec with News Now
01:56:21 – Fed Holds Interest Rates for 5th Straight Meeting
02:02:11 – Gordon on NYT: Warsh Considers Reducing Frequency of Fed Meetings
02:05:09 – Markets End Turbulent Week Over Tech and Fed
02:06:30 – Bessent & Fed Help Japan Revenue Months of Yen Losses
02:08:27 – News Now with Tim Stenovec
02:09:58 – The Father of 401(k) Has a New Saving Plan
02:18:27 – Pointed: The News Quiz for Risk Takers
——–
More on Bloomberg Television and Markets

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Former Defense Secretary Mark Esper tells Kailey Leinz that the US needs to “globalize this conflict” with Iran and squeeze them economically https://bloom.bg/4fJVW2P

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