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War Fuels Inflation, Tanks Sentiment Ahead of US, Iran Talks |Bloomberg Businessweek Daily 4/10/2026

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Bloomberg’s Ira Jersey and Greg Daco, chief economist at EY-Parthenon, discuss the the latest inflation data and University of Michigan consumer sentiment report and break down what it says about the US economy and if it changes the Fed’s outlook for the rest of the year. Then, Humayun Tai, senior partner and leader at McKinsey Global Energy & Materials Practice, talks energy strategy in both the US and Asia as negotiations between Iran and the US around the Strait of Hormuz push oil and gas prices up and down. Plus Bloomberg’s Todd Gillespie reports on warnings from US Treasury secretary Scott Bessent to Wall Street leaders that Anthropic’s latest AI model may expose them to increased cyber risks.

Chapters:
00:00:00 – Bloomberg Businessweek Daily Begins
00:04:36 – Gregory Daco, EY-Pathenon
00:21:04 – Humayun Tai, McKinsey Global Energy & Materials
00:34:42 – Todd Gillespie, Bloomberg News
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Ceuta Migrant Surge Exposes Morocco’s Economic Strain

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More than 70,000 people, mostly Moroccans, crossed into Spain’s North African enclave of Ceuta in a mass migration surge fueled by economic frustration and amplified by social media. Senior Researcher at Oxford University Centre on Migration, Policy & Society Myriam Cherti is on Bloomberg This Weekend to discuss the unusual influx of those looking to cross.
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The “freight recession” is over, says Craig Fuller #shorts #freight #recession #industry #inflation

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The freight market remains structurally tight with demand building despite macro uncertainty, FreightWaves CEO Craig Fuller tells Bloomberg’s Vonnie Quinn https://bloom.bg/3RVUhiT

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AI Boom Fuels Asian Stocks Even as Oil Climbs | Insight with Haslinda Amin 08/12/2026

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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
00:01:09 – Crude extends gain on doubts over Hormuz despite upbeat tone
00:06:04 – Trump says Iran is going ‘fine’, Strait of Hormuz under control
00:09:00 – Invesco’s Fiona Yang on Tencent, JD.com and Baidu earnings expectations
00:10:12 – Fiona Yang on whether AI enthusiasm has created a market bubble
00:17:45 – South Korean Deputy Minister for Innovation Min Kyung-Seol on AI investment plans
00:24:57 – Bloomberg Economics: India CPI preview
00:29:14 – India’s banking regulator urges lenders to accelerate AI spend
00:29:45 – Standard Chartered Group COO Tanuj Kapilashrami on AI adoption
00:32:08 – Tanuj Kapilashrami on productivity gains and new AI-related jobs
00:40:30 – Air India pilot tests positive for drugs after mid-air drop
——–
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Trump Revives Hopes for Iran Deal, Oil Sinks | Insight with Haslinda Amin 8/03/2026

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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
00:01:58 – Trump says Iran talks to begin Monday after scrapping attack
00:08:07 – Goldman Sachs’ Samantha Dart on oil market and Hormuz disruptions
00:13:55 – Samantha Dart on China’s oil demand flexibility
00:20:08 – Alibaba adds to China AI breakthroughs with new Qwen model
00:20:53 – DeepSeek releases official V4-Flash model as China’s AI race intensifies
00:24:15 – Bloomberg Intelligence: Yen intervention should offer relief to dollar bears
00:28:15 – Daiichi Sankyo CEO Hiroyuki Okuzawa on yen volatility
00:31:37 – Hiroyuki Okuzawa on US drug tariffs and exemptions
00:39:45 – Prudential chairman Douglas Flint on higher-for-longer rates
00:43:46 – Douglas Flint on China and India growth opportunities
00:46:13 – Douglas Flint on Asia’s underinsured population
——–
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Tencent Earnings a Litmus Test for China’s AI Sector | The China Show | 8/12/2026

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“Bloomberg: The China Show” is your definitive source for news and analysis on the world’s second-biggest economy. From politics and policy to tech and trends, Yvonne Man and David Ingles give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.

Chapters:
00:00:00 – The China Show opens
00:04:28 – China’s AI sector in focus ahead of Tencent earnings
00:07:55 – Eastspring Investments’ Christina Woon on the AI trade
00:16:55 – Pakistan says deal on Strait of Hormuz in sight
00:25:59 – Tencent faces a key AI earnings test
00:33:23 – Manus to resume independent operations after unwinding Meta deal
00:36:57 – Why investors favor Taiwan over Korea after AI selloff?
00:42:00 – Super Micro earnings reignite optimism around the Kospi
00:53:12 – Goldman Sachs’ Kinger Lau on China’s AI race
01:03:02 – Will Tencent’s WorkBuddy inspire a stock boost?
01:11:34 – China’s car export boom continues
01:18:05 – South Korea’s deputy innovation minister on AI investments
01:23:08 – AAPA on the outlook for the region’s airlines
01:27:11 – China’s efforts to attract tourists start to pay off
——–
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