President Trump said US officials had a “very good” meeting with Iranian representatives, a rare direct encounter that offers a fresh opportunity to restart talks to end the nearly seven-month war. Trump didn’t provide details on who participated in the meeting, but referred to his special envoys Steve Witkoff and Jared Kushner, who sat alongside the president. We get reaction from Bloomberg’s Tyler Kendall & Nick Wadhams. Meantime, the shipping insurance industry has found itself at the forefront of the ongoing conflict. Axis CEO Vince Tizzio joins to discuss. Plus – Peloton CEO Peter Stern joins the show as the fitness powerhouse rolls out a new lineup of treadmills. All on the latest episode of “Bloomberg Businessweek Daily.”

Chapters
00:00:00 Bloomberg Businessweek Daily
00:02:36 Markets React to U.S.-Iran Diplomacy
00:05:15 Trump on Iran: Deal or Escalation
00:06:55 U.S.-Iran Meeting & the Strait of Hormuz
00:09:58 Trump’s Case for U.S. Power
00:11:05 Iran War & America’s Global Influence
00:14:22 Midterms, Iran & U.S. Foreign Policy
00:15:59 Greenland, the Arctic & National Security
00:17:31 Russia, Ukraine & a World in Conflict
00:21:21 How the Iran War Is Reshaping Insurance
00:23:34 War-Risk Insurance in the Strait of Hormuz
00:25:19 Insurance Costs Rise With Geopolitical Risk
00:27:23 Property, Climate & Liability Risks
00:28:16 Data Centers, AI & the Insurance Business
00:31:15 AI, Cybersecurity & Emerging Risks
00:32:42 Peloton CEO on the Company’s Comeback
00:34:07 Peloton’s New Treadmills & AI Coaching
00:36:05 Peloton’s Identity Beyond the Bike
00:37:29 Run Analysis, Computer Vision & Strength Training
00:40:03 Peloton’s Customer Growth Strategy
00:43:24 Stock Movers: Shopify, Meta & AI
00:44:49 Moderna & Personalized Cancer Vaccines
00:46:35 On Holding’s Growth & Sports Expansion
——–
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The Close brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today’s guests are Mizuho Securities USA President & CEO Jerry Rizzieri, IMF Managing Director Kristalina Georgieva, ABB Motion President Brandon Spencer, Tola Capital Founder & Managing Director Sheila Gulati, DoubleLine Capital Deputy CIO Jeffrey Sherman, Port of Long Beach CEO Dr. Noel Hacegaba, Salesforce Chief Ethical & Humane Use Officer Paula Goldman, Milwaukee Bucks President Josh Glessing, & Just Salad Founder & CEO Nick Kenner.

Chapters:
00:00:00 Bloomberg The Close
00:02:43 Mizuho Securities CEO on Record M&A & Deal Activity
00:05:09 Japan’s Economy, Corporate Reform & Cross-Border Investing
00:08:02 Japanese Consolidation, the Yen & Global Capital Flows
00:11:22 Mizuho’s Growth, Greenhill & Investment Banking Strategy
00:13:25 IMF Chief on AI, Global Debt & Financial Stability Risks
00:16:31 ABB on AI Data Centers & Surging Power Demand
00:19:05 Nvidia, Hyperscalers & the Data Center Power Grid
00:22:24 U.S.-China Talks & the Global AI Race
00:23:25 Tola Capital Founder on AI Safety & Regulation
00:26:18 AI Security, Government Oversight & Human Impact
00:29:01 Data Center Backlash, Jobs & AI’s Benefits
00:32:09 Paramount-Warner Bros. Settlement Clears Merger Path
00:35:06 DoubleLine on Treasury Yields & the Bond Market
00:38:03 Treasury Intervention, Yield Curve Control & Fiscal Risk
00:40:01 AI Spending, Hyperscaler Debt & Credit Markets
00:43:02 Closing Bell
00:46:10 Market Movers: Warner Bros., Critical Metals & Meta
00:48:01 Intel, AMD & Meta Surge on AI Optimism
00:50:37 Novo Nordisk, UPS & the Day’s Biggest Losers
00:53:39 Port of Long Beach CEO on Tariffs & Global Trade
00:56:48 China, Southeast Asia & Shifting Supply Chains
00:59:29 Trump-Xi Talks & the Future of U.S.-China Trade
01:02:00 Long Beach’s $3.3 Billion Infrastructure Expansion
01:08:09 Salesforce’s Paula Goldman on Human-AI Collaboration
01:10:15 AI Agents, Human Judgment & Customer Service
01:13:01 Building Trust & Keeping Humans at the Helm of AI
01:15:05 Milwaukee Bucks President on New Jersey Partnership
01:18:40 Life After Giannis & the Bucks’ Next Chapter
01:21:11 Small-Market Teams, NBA Economics & Championship Goals
01:24:00 Just Salad CEO on Jalen Brunson Partnership
01:27:09 Food Safety, Produce Sourcing & Just Salad
01:28:36 What to Watch
——–
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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 than “Bloomberg Surveillance.”

00:00 Oil Retreat, Bond Rally and AI Resurgence
05:26 Yields Can Fall on Good Oil News, Bad Eco Data — Kelsey Berro, JPMorgan Asset Management
17:39 Oil Market to Stay Elevated Through 2027 — Paul Sankey, Sankey Research
31:50 AI Makes True Diversification Harder to Find — Martin Horne, Barings
42:05 Trump-Xi Summit Is About Stability, Not a Reset — Kelly Ann Shaw, Former White House Trade Adviser
52:54 Markets Are Pricing Too Many Fed Hikes — Geoffrey Yu, BNY
1:06:23 White House Unlikely to Ban Diesel Exports — Tobin Marcus, Wolfe Research
1:17:46 US May Be Fighting the Wrong AI War With China — Rumman Chowdhury, Humane Intelligence
1:29:32 Fed May Sacrifice the Two-Year to Stabilize Bonds — Vishal Khanduja, Morgan Stanley Investment Management
1:40:42 Long-Term Bonds Are Losing Their Portfolio Ballast — Mike Pyle, BlackRock
1:52:56 Meta’s Muse Is a ‘New Dawn’ for Consumer AI — Ken Gawrelski, Wells Fargo
2:05:05 75 Basis Points of Fed Hikes May Be the Minimum — Robert Sockin, PGIM
2:19:33 Rate Hikes Won’t Stop the AI Spending Race — Dan Greenhaus, Solus Alternative Asset Management
——–
Watch it live every week day from 6-9 ET on Bloomberg Television, YouTube, Roku, Apple TV, Samsung TV, Android TV, Rakuten TV.

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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

—
“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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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
——–
More on Bloomberg Television and Markets

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