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JPMorgan Sees Broad-Based Recovery in China | Bloomberg: The China Show 05/22/2025

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“Bloomberg: The China Show” is your definitive source for news and analysis on the world’s second-biggest economy. From politics and policy to tech and trends, Yvonne Man and David Ingles give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.

Chapters:
00:00:01 – Bloomberg: The China Show opens
00:01:27 – Breaking: House republicans release tax bill tax with larger SALT cap
00:03:37 – What to watch in Greater China
00:04:21 – US 30-year yield near 18-year highs
00:06:43 – Quadratic Capital Management’s Nancy Davis on US bond yields
00:15:52 – BYD Hong Kong shares hit record high
00:18:06 – Baidu posts surprise sales jump
00:25:36 – Alert: CATL’S HK shares to be added to MSCI gauges
00:26:11 – China-US trade deficit soars as exporters race to hit trade truce window
00:28:48 – Hong Kong ramps up tax checks on private equity, venture funds
00:31:58 – JPMorgan’s Rita Chan on China growth outlook
00:45:59 – Morgan Stanley cuts Baidu price target to $95
00:49:57 – Treasury yields jump after weak bond sales
00:56:32 – Insilico’s Alex Zhavoronkov on business outlook
01:04:00 – Galaxy Digital’s Michael Novogratz on crypto sector regulation
01:10:54 – JPMorgan’s Sjoerd Leenart on Asia markets outlook
01:22:07 – Hong Kong’s rich sell homes to repay debt
01:26:08 – Alert: Rules committee sends revised GOP tax bill to house floor
01:27:00 – Bloomberg opinion: China’s jets should worry US and Taiwan
01:30:20 – Trending in China: US curbs on Chinese chips in focus
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US, Iran Weigh More Talks; United Pitches Tie-Up with American Airlines | Bloomberg Brief 4/14/2026

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US equity futures rise and oil slips on optimism as the US and Iran consider another round of peace talks. United CEO Scott Kirby …

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Dimon Warns on Economy and AI | Open Interest 4/14/2026

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Get a jump start on the US trading day with Matt Miller and Dani Burger on “Bloomberg Open Interest.” Iran signals a possible pause in Strait of Hormuz shipments, aiming to cool tensions and keep peace talks alive—while markets brace for the ripple effects. Big banks deliver a mixed bag: strong trading, cautious outlooks, and Jamie Dimon warning on geopolitics, the Fed, and AI. An airline mega-deal could shake up global travel as United eyes American, setting up a regulatory showdown. Plus, Christine Lagarde joins us exclusively as global leaders confront a fresh economic shock. And inside J&J’s next blockbuster drug, plus Rolls-Royce’s $5 million vision of ultra-luxury.

Chapters:
00:00:00 – Open Interest
00:03:31 – JP Morgan Sets Firm-WIde Record for Trading Revenue
00:06:43 – US March Producer Prices Rise 0.5% M/M; EST. +1.1%
00:12:13 – Scott Bessent Speak at Institute of International Finance
00:34:02 – Lori Heinel State Street | Stocks Rise, Oil Falls on Optimism for Iran Deal
00:42:00 – Top Calls | Tesla, Steel, Blackrock
00:43:28 – David George Baird | Dimon | Dealing with Increasingly Complex Set of Risks
00:48:09 – United CEO Pitched Possible Tie-Up with American
00:52:41 – Christine Lagarde ECB President | Speaking at Institute of International Finance
01:18:59 – Chris Brownridg, Rolls-Royce Motor Cars | “Project Nightgale”
01:28:44 – Joe Wolk Johnson & Johnson | J&J Share Waver as Analysts Tout High Bar For 1Q
——–
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Shallow Losses for Stocks Despite Hormuz Blockade: 3-Minutes MLIV

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Anna Edwards, Guy Johnson, Tom Mackenzie and Adam Linton break down today’s key themes for analysts and investors on “Bloomberg: The Opening Trade.”

Chapters:
00:00:00 – MLIV
00:00:01 – Iran War Escalation, Strait of Hormuz Blockade
00:01:03 – Brent Crude, Oil & Gas Prices
00:02:04 – Bond Market, Rate Hikes
00:02:49 – Earnings Season
——–
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Iran war has been a failure for Trump, says Nouriel “Dr. Doom” Roubini

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Nouriel Roubini, chairman of Roubini Macro Associates, says the war in Iran has been a disaster for President Donald Trump, but he will most likely need to finish the job.

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Hungary Election: Surveys Point to Shift Away From Orban

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As Hungary prepares for parliamentary elections on Sunday, Prime Minister Viktor Orban addressed the nation saying he was the safe bet and that ousting him after 16 years in office would imperil the country. Meanwhile, independent surveys show Peter Magyar’s Tisza party opening up a lead. Bloomberg’s Oliver Crook reports from Budapest.
——–
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