Bloomberg Television 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 Morgan Stanley PWM Executive Director Katerina Simonetti, BlackRock Deputy CIO of Global Fixed Income Russ Brownback, Jefferies Equity Research Analyst David Chiaverini, Hamilton Lane Co-CEO Erik Hirsch, Wells Fargo Investment Institute Head of Global Investment Strategy Paul Christopher, Bokeh Capital Partners Founder & Chief Investment Officer Kim Forrest, US Chief Design Officer Joe Gebbia, Robinhood CEO Vlad Tenev, & Churchill Asset Management Vice Chairman & Chief Investment Strategist Randy Schwimmer.

Chapters:
00:00:00 Bloomberg The Close
00:01:06 AI Chip Cycle, Samsung & SK Hynix in Focus
00:03:58 Morgan Stanley on Market Rotation & AI Investing
00:10:42 BlackRock on Rates, Inflation & Fixed Income
00:16:40 Top Calls
00:17:48 Regional Banks Preview Ahead of Earnings Season
00:22:27 Hamilton Lane on Private Equity Co-Investing
00:30:35 Stock of the Hour: Broadcom Extends Apple Partnership
00:35:13 Countdown to the Closing Bell
00:37:39 Bloomberg Intelligence on Earnings & Market Positioning
00:43:12 Closing Bell
00:46:28 Broadcom, AMD & Tesla Power the Rally
00:48:34 O’Reilly, AMC & GXO Lead the Decliners
00:54:06 Post-Close: AI Trade & Market Rotation
00:55:30 Kim Forrest on the Future of AI Infrastructure
01:02:32 Trump Accounts App Launch Explained
01:08:03 Robinhood CEO Vlad Tenev on Trump Accounts
01:16:39 Churchill Asset Management on Private Credit
01:28:57 What to Watch: SpaceX, NATO & World Cup
——–
More on Bloomberg Television and Markets

Like this video? Subscribe and turn on notifications so you don’t miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.

Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/

Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/

More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio

Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals

Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts

source

“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.

Chapters:
00:00:00 – Bloomberg: The Asia Trade begins
00:01:37 – Iran rejects US talks as Trump signals patience
00:06:46 – Wall Street sees signs of bond-market angst
00:11:34 – Westpac’s Illiana Jain on Asia outlook
00:19:07 – Trump announces $3B critical minerals investment
00:25:39 – Korean market volatility shows signs of easing
00:29:32 – Reports: Apple tests Chinese memory chips
00:32:51 – SK Hynix to spend $38B on chip fab expansion in Korea
00:38:34 – JAPAN AHEAD: Waseda University’s Masazumi Wakatabe on yen, Japan’s macro outlook
00:45:46 – BREAKING: Japan’s June trade deficit 135.2B yen; est. -70.2B yen
00:47:26 – Markets open in Japan, South Korea and Australia
00:52:07 – RBC Wealth Management Asia’s Jasmine Duan on market strategy
00:59:55 – Iran & Oman remain short of final Hormuz deal
01:03:35 – BHP, Rio Tinto representatives attend White House meeting
01:06:59 – SK Hynix said to plan $71B shareholder return program
01:13:18 – DeepX Founder and CEO Lokwon Kim on business strategy
01:23:47 – Hedge funds slashed yen short bets after US-Japan joint efforts
01:28:56 – JPMorgan Asset Management’s David Kelly on market strategy
01:32:13 – Chinese AI chipmakers set to gain from Beijing push
——–
More on Bloomberg Television and Markets

Like this video? Subscribe and turn on notifications so you don’t miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.

Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/

Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/

More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio

Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals

Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts

source

Hong Kong has exported everything from cinema to finance. Now, its iconic cha chaan teng diners are going global too. Mary Hui explains how these humble cafes have become a symbol of culture, migration and identity.
——–
More on Bloomberg Television and Markets

Like this video? Subscribe and turn on notifications so you don’t miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.

Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/

Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/

More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio

Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals

Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts

source

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.

Chapters:
00:00 Tech Volatility, Bond Pressure & Hormuz Talks
06:04 Leverage Shows Signs Market Is Overbought — Bob Elliott, Unlimited
19:01 Iran May Have Overplayed Its Hand — Victoria Coates, Former Deputy National Security Advisor
31:45 The AI Investment Cycle Is Far From Over — Gil Luria, DA Davidson
41:33 Labor Market Is Tighter Than It Looks — Nela Richardson, ADP
55:49 The Correction Already Happened — Jonathan Golub, Seaport Research Partners
1:08:35 Oil Isn’t Everything for Markets — Jonathan Golub, Seaport Research Partners
1:17:43 SpaceX Is Still Overpriced — Brian Hamilton, LiveSwitch
1:31:07 No Break on Long End of Curve’s Move Higher — Ed Al-Hussainy, Columbia Threadneedle Investments
1:41:22 Global Investors Must Absorb America’s Debt — Peter Tchir, Academy Securities
1:55:12 SpaceX Still Has Too Many Unanswered Questions — Julie Zhu, MoffettNathanson
2:06:24 The Fed Can’t Overreact to One Jobs Report — Blerina Uruci, T. Rowe Price
2:19:42 Price Action Resembles the Dot-Com Era — Jonathan Krinsky, BTIG
——–
Watch it live every week day from 6-9 ET on Bloomberg Television, YouTube, Roku, Apple TV, Samsung TV, Android TV, Rakuten TV.

Watch more here: https://www.bloomberg.com/btv/series/bloomberg-surveillance

Subscribe and turn on notifications so you don’t miss any new Bloomberg Television videos: https://tinyurl.com/ysu5b8a9

Follow Bloomberg for business news & analysis, up-to-the-minute market data, features, profiles and more: http://www.bloomberg.com

Follow Surveillance on X at: https://twitter.com/bsurveillance

Follow the hosts:
Jonathan Ferro: https://twitter.com/FerroTV
Lisa Abramowicz: https://twitter.com/lisaabramowicz1
Annmarie Hordern: https://twitter.com/annmarie

Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/

Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/

source

US equity futures waver ahead of more tech earnings and a rate decision from the Federal Reserve. Microsoft, Meta and Qualcomm are set to report after SK Hynix signaled a sharp increase in capital spending. Oil rallies after the US says it intercepted an Iranian attack on military bases, ending the pause in fighting. Priya Misra of JPMorgan Asset Management looks ahead to the Fed’s decision.

Chapters:
00:00:00 – Bloomberg Brief Begins, Opening Headlines & Market Setup
00:00:52 – Global Market Check: Korean Stocks. SK Hynix Profit Disappoints
00:02:17 – Europe Markets Check
00:03:40 – Oil Surges After Iran Attack
00:05:01 – First Look Movers: Chips, AI & Luxury Stocks
00:06:12 – Middle East Update: Iran Strikes U.S. Bases
00:08:06 – SK Hynix Earnings & AI Spending Concerns
00:11:36 – Countdown to the Fed Decision
00:14:31 – Trending on the Terminal
00:16:26 – European Banks Rally on Strong Earnings
00:20:07 – Front Page News
00:21:34 – Markets Reset Before the Fed
00:24:39 – Priya Misra JP Morgan Asset Management Portfolio Manager, on Fed Outlook
00:31:52 – Trending on the Terminal: UBS Buyback & OpenAI Cybersecurity Story
00:33:28 – Middle East Tensions Return
00:36:49 – SK Hynix, AI Earnings & Chip Stocks
00:41:46 – What to Watch: Fed, Big Tech Earnings
——–
More on Bloomberg Television and Markets

Like this video? Subscribe and turn on notifications so you don’t miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.

Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/

Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/

More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio

Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals

Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts

source