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US Is Not in a Recession, Just a Slowdown, Says HSBC’s Kettner

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HSBC Chief Multi-Asset Strategist Max Kettner says the US is not in a recession, just a slowdown. But he says a lot of economic data could change things in the next two months. He is on “Bloomberg Surveillance.”
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BOJ Holds Rates, Keeps Door Open to Further Hikes| Insight with Haslinda Amin 7/31/2026

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Insight with Haslinda Amin, a daily news program featuring in-depth, high-profile interviews and analysis to give viewers the complete picture on the stories that matter. The show features prominent leaders spanning the worlds of business, finance, politics and culture.

Chapters:
00:00:00 – Insight with Haslinda Amin Begins
00:01:12 – Asian stocks rise on Korean rally, yen pares gains
00:05:28 – BOJ holds rate steady and upgrades economy view
00:10:26 – Natixis’ Alicia Garcia Herrero on why the BOJ is behind the curve
00:16:37 – Alicia Garcia Herrero on inflation outlook
00:29:47 – The limits of yen intervention
00:32:08 – Levi Strauss CEO Michelle Gass on Asia growth momentum
00:33:34 – Michelle Gass on India as a critical market for Levi’s
00:41:01 – India Cricket League tops $20B value
00:45:37 – The BOJ’s decision and yen weakness
00:47:47 – Korea’s rebound and the outlook for Asian tech shares
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Trump Mulls Pulling Blanche Nomination Temporarily | Balance of Power 07/30/2026

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“Balance of Power: Late Edition” focuses on the intersection of politics and global business. On today’s show, Former Defense Secretary Mark Esper says he does not see an end to the Iran conflict “anytime soon” and argues the US should tighten the economic pressure by blockading Iran’s land, air and maritime entry points. Heather Boushey, who served as a member of President Joe Biden’s Council of Economic Advisers, says Chair Kevin Warsh failed to clearly communicate the Federal Reserve’s policy intentions at this week’s press conference, raising questions about his credibility and “upending markets.”

Chapters:

00:01:50 Bloomberg’s Ed Ludlow on Apple and Amazon Earnings Call Underway
00:05:10 Power Moves: Top Financial Moves
00:08:32 Bloomberg’s Chris Strohm on Trump Mulls Pulling Blanche Nomination Temporarily
00:11:27 Bloomberg’s Jeff Mason on WH Launches ‘Heavy Wave of Air Strikes’ on Iran
00:15:36 Mark Esper, Former Defense Secretary, on US Strikes Iran Again as Conflict Widens
00:20:17 Mark Esper on NATO Says Russian Missile Hit Poland
00:25:12 Heather Boushey, Former Member of President Joe Biden’s Council of Economic Advisers, on Kevin Warsh Press Conference
00:27:06 Heather Boushey on Should Warsh Hike Rates?
00:31:08 Heather Boushey on Yen Surges as Nikkei Says Japan Intervened Again
00:34:53 Bloomberg’s Ed Ludlow on Amazon to Spend $220B on Capex in 2026, Mostly AI
00:39:50 Political Panel Reacts: Musk Plans $100-$120M in Midterm Spending for GOP: NYT, Michigan Sen Primary Poll Shows Lopsided Race
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Oil Slides as Tensions Ease With US-Iran Fighting Paused

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A pause in attacks for a third straight day between the US and Iran helped to push down oil prices and boost global stock and bond markets following two weeks of clashes. Tyler Kendall reports on Bloomberg Television.
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Mamdani should be arrested: Israeli ambassador to the UN #shorts #mamdani #netanyahu #israel #nyc

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Ambassador Danny Danon, Israeli ambassador to the UN, tells Kailey Leinz and Joe Mathieu that New York Mayor Zohran Mamdani “should be arrested,” without specifying on what charges. He responds to Mamdani conceding that his city doesn’t have the ability to arrest Israeli Prime Minister Benjamin Netanyahu bloom.bg/4wAUeIt

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Odd Lots: Branko Milanović Explains a New Class of “Folksy Elites”

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As economic globalism falls out of favor, what comes next?

Economist Branko Milanović joins Joe Weisenthal and Tracy Alloway on the Odd Lots podcast to unpack this new era, which he calls “national market liberalism,” and how a new class of “folksy elites” differs from the social elites of the past.
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