Gold and silver steadied, after suffering their steepest selloffs in years on Tuesday as concern their dizzying rallies in recent weeks had left them overvalued. In the world of tech, Bloomberg understands AI firm Anthropic and Google are in advanced talks over a cloud computing partnership potentially worth tens of billions of dollars. And European nations are working with Ukraine on a 12-point proposal to end Russia’s war along current battle lines, pushing back against Putin’s renewed demands to the US for Kyiv to surrender territory in return for a peace deal.

Today’s guests: Derek Halpenny, Global Markets Head of Research at MUFG, Adrian Cox, Thematic Strategist at Deutsche Bank Research, Anna Rosenberg, Head of Geopolitics at Amundi Investment Institute.

Chapters:
00:00:00 – The Pulse
00:00:31 – Gold Steadies, Mixed Earnings in Europe
00:06:17 – UniCredit’s Beat Fails to Sway Investors as Italy Bank Tax Looms
00:08:36 – Derek Halpenny, Global Markets Head of Research at MUFG
00:11:04 – Gold Extends Rout in Volatile Pullback From Historic Price Surge
00:15:46 – Anthropic, Google in Talks on Multibillion-Dollar Cloud Deal
00:20:00 – Adrian Cox, Thematic Strategist at Deutsche Bank Research
00:25:11 – Trump: US Plans to Impose 155% Tariff on Chinese Goods
00:32:16 – Anna Rosenberg, Head of Geopolitics at Amundi Investment Institute
00:38:58 – Europe-s 12-Point Proposal to End War in Ukraine
00:43:40 – Irish Defence Minister Says Ukraine Has to Join EU Ultimately
00:45:04 – Thomas Byrne, Irish Defence Minister
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More on Bloomberg Television and Markets

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