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Tech, BOJ Drive Rally in Asia | The Asia Trade 12/22/25

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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 Australia with Annabelle Droulers and Paul Allen, 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
00:03:33 – US underperforms Asia, EMs in 2025
00:05:07 – FOMO vs bubble angst mean volatility in 2026
00:09:23 – US still in pursuit of 3rd tanker in Venezuela blockade
00:13:50 – Epstein file trove includes celebrity photos, redacted files
00:20:26 – TikTok Owner ByteDance on track for $50 billion profit in 2025
00:24:11 – Moore Threads unveils new AI chips after China IPO Debut
00:28:09 – AI gold rush drives thousand of newcomers into data centers
00:35:24 – JAPAN AHEAD: Matthews Asia’s Shuntaro Takeuchi on Japanese markets
00:43:21 – Amazon Robotics Chief Technologist Tye Brad on physical AI
00:47:07 – Markets open in Tokyo and Seoul
00:48:43 – South Korea’s early trade data show growth in exports holding up
00:49:30 – OCBC’s Vasu Menon on market outlook
00:57:42 – Oil advances as US pursues third tanker in Venezuela blockade
01:02:49 – Witkoff: US, Ukraine held ‘constructive’ talks in Florida
01:11:55 – Chinese chipmakers race to IPO after back-to-back listings surge
01:16:20 – China consumer stocks may see more pain
01:21:35 – Modi fast-tracks reforms to shield economy from US tariffs
01:26:31 – Seven & i CEO pushes US store turnaround ahead of planned IPO
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Yardeni Says Inflation, Fed Back in Play on Iran Crisis

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Ed Yardeni, president of Yardeni Research, says the flare-up of fighting with Iran rekindles market concern that rising oil prices will stoke inflation — and force the Federal Reserve to hike interest rates. He speaks on Bloomberg Television’s “Surveillance.”
——–
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Trump Says US Will Give Ukraine License to Make Patriot Missiles

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President Donald Trump, speaking at the NATO Summit in Ankara, Turkey, says the US plans to give Ukraine a license to make their own air defense Patriot missiles. During a meeting with Ukraine President Volodymyr Zelenskyy, Trump says it’s very complex, but we’ll “show them how to do it.”
——–
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Ukraine Seeks Faster Patriot Production

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Axios defense reporter Colin Demarest says President Donald Trump’s proposal to let Ukraine produce Patriot interceptors faces significant manufacturing, licensing and technology hurdles, making it unlikely to address Kyiv’s immediate air defense needs. He says shortages of advanced interceptors continue to raise broader questions about defense industrial capacity, while Ukraine’s rapid innovation in drones is reshaping how allies think about modern warfare.
——–
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Paramount-Warner Bros. Deal Challenged by California, States

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A group of 12 states sued Paramount Skydance Corp. Monday seeking to block its $110 billion bid to buy Warner Bros. Discovery Inc., alleging the blockbuster Hollywood deal would leave viewers with higher prices and fewer choices for movies and television.  Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst for Antitrust joins Bloomberg Businessweek Daily to discuss.
——–
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Makary on FDA’s rollback of hormone replacement therapy warnings #shorts #fda #hrt #womenshealth

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Dr. Marty Makary, former FDA Commissioner, explains the decision behind the FDA’s rollback of long-standing warnings on hormone replacement therapy. On Wall Street Week we look at the $360 billion women’s health market, Wall Street’s investment in menopause and the challenges of distinguishing evidence-based care from marketing hype https://bloom.bg/3EMZYZX

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