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Defense Stocks Outperform as Tech Softens Ahead of Tariff Ruling | The Close 1/8/2026

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9 months ago

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Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today’s guests are Bank of America Merrill Lynch’s Jill Carey Hall, Cyera’s Yotam Segev, Morgan Stanley’s Betsy Graseck, Development Partners International’s Runa Alam, Franklin Templeton’s Berkeley Belknap, Former Reserve Bank of India Governor Raghuram Rajan, Council on Foreign Relations’ Shannon O’Neil, Hamilton Lane’s Elizabeth Bell, Brown Harris Stevens’ Bess Freedman, IMAX’s Richard Gelfond.

Chapters:
00:00:00 – Bloomberg Markets: The Close
00:03:32 – Bank of America Merrill Lynch’s Jill Carey Hall
00:10:15 – Cyera’s Yotam Segev
00:14:54 – Top Calls
00:16:08 – Morgan Stanley’s Betsy Graseck
00:23:49 – Development Partners International’s Runa Alam
00:31:24 – Norah Mulinda, Bloomberg News
00:37:10 – Franklin Templeton’s Berkeley Belknap
00:43:26 – Closing Bell
00:57:06 – Former Reserve Bank of India Governor Raghuram Rajan
01:05:37 – Council on Foreign Relations’ Shannon O’Neil
01:12:06 – Hamilton Lane’s Elizabeth Bell
01:19:00 – Brown Harris Stevens’ Bess Freedman
01:25:29 – IMAX’s Richard Gelfond
——–
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The Bank of Japan’s Hardest Decision in Decades

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5 minutes ago

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October 3, 2026

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The Bank of Japan is facing its toughest call in decades.

With the yen sliding, volatility spiking and regional growth fragile, the stakes couldn’t be higher. Anthony Stephens has more.
——–
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Biden Halts LNG Export Approvals, Manchin Vows Probe

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1 hour ago

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October 3, 2026

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The Biden administration halted the approval of new licenses to export US liquefied natural gas while it scrutinizes how the shipments affect climate change, the economy and national security. Senator��Joe Manchin��blasted the move, vowing to use his power as the chairman of the Senate Energy and Natural Resources Committee to investigate.��Kailey Leinz and Will Kennedy have more.

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‘Bloomberg Surveillance: Early Edition’ Full Show (05/11/2021)

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2 hours ago

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October 3, 2026

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May.11 — Bloomberg Surveillance: Early Edition, live from London, Berlin and New York. Francine Lacqua, Matt Miller, and ailey Leinz deliver the latest news and analysis on the markets with leaders in global finance and economics. Intesa Sanpaolo CEO Carlo Messina expects consolidation among other Italian banks this year. James Athey, Investment Director at Aberdeen Standard Investments, says markets are a bit forthy. Simon French, Chief Economist at Panmure Gordon, discusses inflationary pressures around the world.

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Stocks Waver Ahead of PCE, Micron; Mideast Oil Flows Rebound; Trump Backs Outside AI Audits

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6 hours ago

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October 3, 2026

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US equity futures waver ahead of PCE inflation data and Micron earnings. Oil flows from the Middle East are returning toward pre-war levels despite continued risks to shipping, according to JPMorgan and Goldman Sachs. President Trump endorses independent audits of AI systems through an accord with tech executives. Mads Pedersen of Human Edge Investment Technology joins “Bloomberg Brief” to discuss bond market risks ahead of key economic data.

Chapters:
00:00:00 – Bloomberg Brief Begins: Markets Ahead of PCE Data
00:04:04 – PCE Inflation & Fed Rate Hike Outlook
00:06:58 – Middle East Oil Flows & Strait of Hormuz Risks, Iran-US Diplomacy Remains at an Impasse
00:10:18 – Trending on the Terminal
00:11:45 – Front Page News
00:12:29 – Andy Burnham, Brexit & the UK’s Future With Europe
00:14:45 – Burnham’s Sweeping Policy Proposals
00:21:32 – Markets Brace for PCE & Spending Data
00:23:11 – Mads Pedersen, CIO of Human Edge Investment Technology, on Bond Market Risks & Fed Rate Outlook, Signals That Could Trigger a Market Shift
00:31:56 – Trending on the Terminal
00:33:22 – Trump, Tech Leaders & AI Safety Guardrails
00:35:44 – South Korea’s $200 Billion US Investment Plan, Corporate PACs & Midterm Campaign Advertising
00:38:20 – Micron Earnings & AI Demand Outlook, OpenAI Developer Day & Structural AI Demand
00:42:17 – What to Watch
——–
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Tech Leaders Agree AI Is Risky, Has to Be Safe

Published

9 hours ago

on

October 2, 2026

By



Anthropic PBC Chief Executive Officer Dario Amodei, Nvidia Corp. CEO Jensen Huang, Meta Platforms Inc. CEO Mark Zuckerberg and Elon Musk talk about working together to make sure AI is safe after meeting with President Donald Trump at the White House.
——–
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