“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 Avril Hong give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.

Chapters:
00:00:02 – Bloomberg: The China Show opens
00:02:57 – What to watch in Greater China today
00:03:43 – Huawei touts chip breakthrough
00:05:04 – Impact of China crackdown on illegal cross-border trading
00:10:48 – Aletheia Capital’s Vincent Chan on China market outlook
00:26:42 – HSBC’s Michelle Kwok on China property sector
00:34:55 – US launches ‘self-defense’ strikes in Iran
00:38:21 – Xi thanks Pakistan PM for Iran war mediation
00:48:06 – Chinese chip stocks jump on hopes for Huawei tech
00:48:08 – Alert: Sri Lanka raises overnight policy rate to 8.75%
00:58:24 – Alert: Rubio says Iran negotiations will take a few days
00:59:57 – Societe Generale’s Wei Yao on global economic outlook
01:11:37 – Bloomberg Intelligence: Asia’s AI monetization fuelled by $1 trillion capex boom
01:17:01 – Xiaomi short bets hit record ahead of earnings
01:26:15 – Opinion: How China can avoid mining disasters
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Bloomberg’s Valerie Tytel takes us through the charts showing the early signs of US labor market loosening and the reasons why …

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SpaceX’s Starship lifts off in a test of a new rocket designed to deliver Elon Musk’s ambitions for human space travel, satellite internet and data centers in orbit. Ed Ludlow reports.
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Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we’ll tell you what matters for investors in Europe, giving you insight before trading begins.

The US and Iran are closing in on a deal that would reopen the Strait of Hormuz, senior US officials said Sunday, even as President Donald Trump insisted he would not “rush” into an agreement.

Optimism over a deal pushed global stocks towards a record high as crude oil fell. Secretary of State Marco Rubio struck a cautiously upbeat tone, saying the US was going to give diplomacy every chance. “We thought we might have some news last night,” he told reporters in New Delhi. “Maybe today.”

Meanwhile the European Central Bank is set to lift its inflation outlook when policymakers meet next month, according to President Christine Lagarde.

Today’s guests: Charu Chanana, Saxo, Chief Investment Strategist; Máximo Torero, Food and Agriculture Organization of the United Nations, Chief Economist.

Chapters:
00:00:00 – Daybreak Europe
00:01:30 – Oil Slides as US Touts Progress on Deal Toward Reopening Strait of Hormuz
00:07:33 – US, Iran Inch Toward Deal as Gaps Remain on Uranium, Sanctions
00:12:23 – Stocks Near Record High as Crude Oil Drops on Iran
00:17:08 – Rolls-Royce CEO on Reward, Recognition
00:20:41 – Rubio: US & India Strategically Aligned on Energy
00:23:52 – US Tells Green Card Seekers to Apply from Abroad
00:25:22 – Stocks Rise on Iran Deal Optimism
00:33:45 – Charu Chanana, Saxo, Chief Investment Strategist
00:41:19 – Máximo Torero, Food and Agriculture Organization of the United Nations, Chief Economist
——–
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The Iran war, the Trump administration’s policies on immigration, energy-price volatility and economic uncertainties have added wrinkles to travel plans for many consumers in 2026. Yet BI’s proprietary survey data show resiliency in discretionary spending, at least for now, despite shifting preferences for how they plan to spend on travel and leisure activities. There may be some caveats to this in airlines, gaming, hotels and other segments of leisure. Bloomberg Intelligence Senior Credit Analyst Jody Lurie joined Christina Ruffini and David Gura on Bloomberg This Weekend to discuss what’s in store for the rest of the year for UK and US travel.
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