Indian markets are showing signs of recovery, but volatile oil prices, a delayed monsoon, and uneven stock valuations could eat into those gains.

Against the fragile calm, four financial experts point to investment opportunities.

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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.

Chapters:
00:00 Bank Earnings, CPI & Fed Outlook — Bloomberg Surveillance
04:37 Bank Earnings, Wall Street & Capital Markets — Christopher Verrone, Strategas
19:03 Strait of Hormuz Blockade, Oil Prices & Iran — Victoria Coates
30:36 JPMorgan Earnings, Bank Outlook & Year Ahead — Gerard Cassidy, RBC Capital Markets
40:51 Who Is Winning Bank Earnings? Bank of America & Wall Street — Gerard Cassidy, RBC Capital Markets
54:33 Buy the Dip, AI CapEx & Market Outlook — Venu Krishna, Barclays
01:07:57 Trump’s Hormuz Strategy, NATO & Middle East Risks — Henrietta Treyz, Veda Partners
01:17:27 Goldman Sachs Earnings, Regional Banks & Credit — Chris Marinac, Brean Capital
01:29:37 Fed Rate Hikes, Inflation & Monetary Policy — Bill Dudley, Former New York Fed President
01:41:49 Fed Hikes Unlikely, Inflation & July Meeting — Seth Carpenter, Morgan Stanley
01:57:10 Q2 Tailwinds, JPMorgan & Bank Outlook — Chris Marinac, Brean Capital
02:01:07 CPI Falls for First Time Since 2020, Warsh Stresses Price Stability — Michael McKee, Bloomberg
02:09:06 CPI, Supply Shocks & Fed Patience — Tiffany Wilding, PIMCO
02:19:24 Consumer Economy, Fed Policy & Interest Rates — David Kelly, J.P. Morgan Asset Management
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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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Tech stocks lead equities higher after ASML results show fresh evidence of strong chip demand. Pres. Trump vows to escalate attacks until Iran stops attacking ships in the Strait of Hormuz. Michelle Chang, CFO of Zoom discusses the company’s growth as it marks fifteen years, alongside Bloomberg senior editor Nina Trentmann. Cayla Seder of State Street weighs inflationary risks and Fed Chair Warsh’s second day of testimony on Capitol Hill.

Chapters:
00:00:00 – Bloomberg Brief Begins; Opening Headlines
00:00:41 – Global Markets Check: Asian Markets Rally on ASML and Chip Demand, Europe Market Open: ASML, Richemont & Energy
00:03:02 – Oil, Iran Tensions and U.S. Market Setup
00:04:31 – First Look Movers: PayPal, ASML & Richemont
00:05:38 – ASML’s AI Outlook Through 2028
00:07:53 – Fed Chair Kevin Warsh on Inflation and Fed Policy
00:11:54 – Trending on the Terminal
00:13:03 – Zoom CFO Michelle Chang on Zoom Celebrating 15 Years, What’s Next for Growth, Artificial Intelligence
00:20:47 – Front Page News
00:21:32 – Half-Hour Market Reset
00:23:38 – Premarket Movers Update
00:24:51 – Cayla Seder, State Street Macro Multi-Asset Strategist, on Inflation and the Fed
00:32:42 – Trending on the Terminal
00:33:58 – President Donald Trump Escalates Pressure on Iran
00:37:43 – ASML’s Long-Term AI Demand Outlook
00:40:37 – Morgan Stanley Earnings Preview
00:42:54 – What to Watch Today
——–
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Part sports bar and part planetarium, the screen-based entertainment venue Cosm promises an immersive game-day experience at a fraction of stadium prices.
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“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 Singapore with Shery Ahn and Avril Hong, 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
00:02:03 – US renews Iran strikes as Hormuz status disputed
00:05:08 – SK Hynix ADRs jump on trading debut
00:09:37 – Graham’s death sets up US Senate succession drama
00:15:16 – HSBC’s Frederic Neumann on Asia’s economic outlook
00:26:04 – SK Group Chairman Chey Tae-won on US listing, chip demand
00:32:14 – Korea’s world-beating stocks are now trading cheaper than ever
00:37:02 – JAPAN AHEAD: Amundi’s Hiromi Ishihara on Japan’s AI trade, earnings
00:47:17 – Markets open in Japan, South Korea and Australia
00:50:28 – Bernstein’s Rupal Agarwal on market outlook
00:59:50 – SK Group Chairman Chey Tae-won on US expansion plans
01:02:55 – Bloomberg Opinion: SK Hynix is a golden goose
01:06:46 – US says Hormuz remains open even as Iran declares it shut
01:12:56 – China faces heavy rain after Typhoon Bavi
01:16:09 – EM investors rotating beyond three big AI winners
01:22:42 – Duterte impeachment trial enters second week
01:25:24 – Modi courts Pacific partners as China, US reshape region
01:29:45 – SoftBank said to consider buying stake in Seven & i
——–
More on Bloomberg Television and Markets

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