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Stocks Fall Ahead of Fed Rate Decision; Trump Defends Tariffs at Rally | Bloomberg Brief 12/10/2025

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Japan’s Comeback: Why the “Lost Decades” May Finally Be Ending

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For more than 30 years, Japan’s economy was defined by deflation, negative interest rates, and economic stagnation. Now inflation has returned, corporate governance reforms are gaining traction, and investors are taking a fresh look at Japanese markets. We speak with Apollo CEO Marc Rowan, Japan Exchange Group CEO Hiromi Yamaji, and Mireya Solís of the Brookings Institution to examine whether Japan is finally breaking free from the so-called ‘lost decades,’ and what could derail the comeback.
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SpaceX Debut Fuels Musk Mania and Valuation Debate | Insight with Haslinda Amin 06/12/2026

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Insight with Haslinda Amin, a daily news program featuring in-depth, high-profile interviews and analysis to give viewers the complete picture on the stories that matter. The show features prominent leaders spanning the worlds of business, finance, politics and culture.

Chapters:
00:00:00 – Insight with Haslinda Amin Begins
00:02:21 – Stock rally builds on Iran optimism and SpaceX debut
00:04:54 – SpaceX IPO raises $75 billion in biggest debut of all time
00:06:59 – Founder ETFs’ Michael Monaghan on SpaceX growth story
00:08:15 – True North Advisors’ Dhruv Maniktala on why SpaceX is ‘priced to perfect
00:22:39 – Stocks extend gains and oil falls on Iran deal prospects
00:24:21 – Trump insists Iran deal is close after scrapping new str
00:28:33 – Maniktala on why he ignores Trump’s shifting Iran headlines
00:29:15 – Monahan on the three market waves: Middle East risk, AI capex, and jobs
00:36:35 – Air India crash report delayed on unfinished exam of GE engines
00:40:11 – Aviation Cargo’s Vandana Singh on why the investigation needs time
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Morgan Stanley’s Wilson Expects Stocks to Rise Into Year-End

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Mike Wilson, Morgan Stanley’s chief US equity strategist and CIO, explains the recent market volatility is part of an ongoing rotation among cyclical and commodity sectors. He highlights that earnings revision breadth has reached unsustainably high levels, particularly in the semiconductor sector, signaling a near-term rollover. He speaks on “Bloomberg Open Interest.”
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Trump Cancels Planned Iran Strikes | Balance of Power 6/11/2026

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On the early edition of Balance of Power, Bloomberg Washington Correspondents Joe Mathieu and Kailey Leinz discuss the latest from the Middle East. On today’s show, Democratic Congressman Greg Landsman of Ohio, Republican Senator Todd Young of Indiana, former Republican Congressman Patrick McHenry and Atlantic Council Director of the Scowcroft Middle East Security Initiative Jonathan Panikoff.

Chapters:
00:00:00 – Balance of Power: Early Edition 
00:00:18 – House Rejects Spy Powers Extension as Pulte Pick Stokes Unease
00:03:46 – Spy Powers Extension Hits Snag in House After Pulte DNI Pick
00:05:00 – Rep. Greg Landsman on Bloomberg
00:05:02 – House Rejects Short-Term FISA Extension
00:08:54 – Trump Vows New Attacks on Iran, Threatens Key Energy Targets
00:11:39 – Trump Says Us Will Hit Iran Tonight, Take Kharg Island at Some Point
00:12:30 – Republican-Led House Votes to Stop Iran War, Rebuking Trump
00:14:43 – Sen. Todd Young on Bloomberg
00:15:08 – House Rejects Short-Term FISA Extension
00:17:06 – World Cup to Start Amid Geopolitical Tension
00:21:08 – Trump’s $1.5 Trillion Pentagon Request Is Unraveling in Congress
00:24:31 – SpaceX IPO Retail Orders Are Said to Increase to Over $100B
00:27:32 – Frm. Rep. Patrick McHenry on Bloomberg
00:30:58 – Trump Cancels Planned Strike Against Iran Tonight
00:41:30 – Trump Says Time, Place of Iran Deal Signing to Come Soon
00:44:02 – Scowcroft Middle East Security Initiative Jonathan Panikoff on Bloomberg
00:44:45 – Trump: Naval Blockade Will Remain in Full Force
00:49:27 – Trump on Iran Deal, Final Points Were Approved by All Parties
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Wall Street Week | China’s Role in Iran War, Global Fertilizer Disruptions, Matcha’s Supply Problem

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This week, the Fed holds rates steady, anticipating greater uncertainty and higher prices as war in Iran drives up fertilizer and fuel costs. Plus, letting first-time homebuyers tap retirement savings might ease down payments, but it can also fuel demand and push home prices higher. Later, can farmers respond quickly enough when social media spikes demand for their produce, or do viral trends create more risk than opportunity?

Correct: This video contains an error: Jeff Chia’s name is misspelled

Chapters:
00:00:56 – China’s role in war
00:10:21 – Global fertilizer supply
00:23:47 – Housing affordability
00:34:58 – Matcha’s supply chain problem
00:47:18 – Nicholas Burns on China
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