Business
Trump’s Tariff Tensions Leave Markets on Edge| Bloomberg Open Interest
President Trump delivers another surprise ahead of April 2nd tariff plan; Tesla shocks with 40% drop in EU sales; Consumer confidence tumbles to its lowest since early 2021; Al Rabil, the CEO of Kayne Anderson says recession risk is being underappreciated; KB Homes slashes its outlook and points to a slowing consumer; and KIND Snacks founder Daniel Lubetzky has advice for entrepreneurs.
Chapters:
00:00:00 – Open Interest
00:02:30 – TESLA European Sales Fall 40% in FEB
00:06:33 – Cathie Wood Remains Bullish on TESLA
00:10:23 – HIGH INTEREST | Trump Says Auto Tariff Coming, Teases “Reciprocal” Duty Breaks
00:13:32 – US Commerce SEC Meeting EU’s Trade Chief
00:17:38 – UBS Sounds Alarm on US Stocks | Seema Shah, Principal
00:25:26 – UBS Predicts 8% Drop in S&P 500
00:31:13 – TOP CALLS–Carvana upgraded at Morgan Stanley
00:32:20 – KB Home Results Fall Short
00:37:56 – Boeing Seeks to Withdraw Guilty Plea: WSJ
00:44:55 – Consumer Confidence falls to 2021 lows Wall Street Beat Home Sales Consumer Confidence | Al Rabil, Kayne Anderson
00:56:09 – HIGH INTEREST | Classified Material Shared in Signal
00:58:54 – “Lobster in the Pot” | Amy Wu Silverman, RBC Capital
01:03:45 – SOCIAL CLIMBERS–Trump Media and Technology Group to partner with Crypto.com
01:07:29 – KIND SNACKS Founder Invests in Barry’s, Seeks the next KIND | Daniel Lubetzky, KIND Snacks
01:16:49 – OKLO Engages with US Nuclear Regulator | Jacob DeWitte, Oklo
01:24:05 – US, Russia Agree to Implement on Striking Energy Facilities
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Business
Anthony Scaramucci’s “All the Wrong Moves”
Former Trump Administration official and Founder of Skybridge, Anthony Scaramucci, is out with a new book “All the Wrong Moves: How Three Catastrophic Decisions Led to the Rise of Trump.” He joins Bloomberg Businessweek Daily to discuss the lessons he learned from his time on Wall Street to his short-lived time in the White House and extended exposure to the Trump-world. He tries to make the case for what bipartisan money mistakes lead to today’s “political crisis” and how we can get out of it.
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Business
‘Bloomberg Surveillance: Early Edition’ Full Show (08/24/2021)
Aug.24 — Bloomberg Surveillance: Early Edition, live from London, Berlin and New York. Francine Lacqua, Matt Miller, and Kailey Leinz deliver the latest news and analysis on the markets with leaders in global finance and economics. Leslie Vinjamuri, Head of the U.S and Americas Programme at Chatham House, discusses Afghanistan as allies press Biden to delay the final pullout of all troops from the country. Bloomberg’s Nishant Kumar reports on the recovery in the hedge fund industry. Geoff Yu, Senior Strategist for EMEA Markets at BNY Mellon, says risk-on bets are due to easy policy and not global growth.
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Business
‘Bloomberg Surveillance: Early Edition’ Full (06/08/22)
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. Rupert Harrison, Portfolio Manager for Multi Asset Strategies, says labor supply will be a defining trend over the next 18 months. Kallum Pickering, Berenberg Senior Economist, says there’s strong demand growth in the UK.
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Business
Amazon to Spend Billions More Than Expected on AI Data Centers
Amazon’s latest quarterly results came largely in line with expectations, with AWS revenue growth surpassing forecasts at 24% versus an expected 21%. The company also projected a significant increase in capital expenditures for 2026, guiding to approximately $200 billion. Poonam Goyal has more on “Bloomberg The Close.”
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Business
Why the World Is Watching the Yen
The Japanese yen is trading at levels not seen since the 1980s. It’s good news for tourists but a headache for the economy. Now, US Treasury Secretary Scott Bessent is getting involved. Here’s why.
Bessent Says US Yen Intervention Was ‘Nominal,’ Backs US Exports: https://bloom.bg/4hbwFz8
Treasury Secretary Scott Bessent said the US only deployed a “nominal” amount in its coordinated intervention to prop up Japan’s currency, and defended that operation as in American interests.
#Japan #Yen #Currency #BOJ
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