The Pentagon weighs scrapping a conditional loan offer to rare-earths refiner ReElement Technologies amid an agreement that …

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New York City’s effort to close a multibillion-dollar budget gap has triggered a high-profile clash between Mayor Zohran Mamdani and Wall Street leaders, including Citadel founder Ken Griffin. Mamdani’s proposed “pied-à-terre” tax on luxury second homes has become a flashpoint in a broader debate over whether the city should raise more revenue from wealthy residents or focus on restraining spending growth. Wall Street veteran Whitney Tilson, Partnership for New York City CEO Steve Fulop, and real estate executive Ruth Colp-Haber all warn that messaging matters when competing for businesses and high earners, even as supporters argue the existing property tax system places much of the burden on middle-class property owners and commercial real estate owners. The dispute highlights a larger challenge facing New York: balancing its books while remaining attractive to workers, investors, and employers.
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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
00:01:48 – Trump threatens Iran with ‘big hit’ if there’s no deal soon
00:03:05 – Bank of Singapore’s Jean Chia on why bond yields may overshoot
00:05:30 – Chia on upgrading US equities despite high yields and oil shocks
00:11:37 – Xi welcomes Putin for China talks with energy in focus
00:15:36 – Australian Energy Producers’ Samantha McCulloch on LNG demand
00:17:08 – McCulloch on energy security and Australia’s role as a supplier
00:23:21 – Global bond selloff threatens turmoil in weakest Asian economies (11C) ORI Capital’s Simone Song on AI in China healthcare
00:30:17 – ORI Capital’s Simone Song on AI in China healthcare
00:31:34 – Song on China’s regulatory edge and biotech innovation
00:37:52 – Samsung faces risk of chip disruption after labor talks fail
00:42:54 – Nvidia results to show state of AI boom’s momentum
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Metals, minerals and energy — the Iran war has reminded markets just how vitally important the material world is.

Bloomberg Wealth’s Merryn Somerset Webb says that’s a shift of mindset that investors will need to make.
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CEO of JPMorgan Chase Jamie Dimon speaks exclusively with Bloomberg’s Haslinda Amin about the rout in bond markets, the risk of heightened inflation, and why corporate earnings remain so high.
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