Business
Jamie Dimon on Bond Market, Inflation and Equities
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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Business
Amazon Rallies as Morgan Stanley Sees Major AI Upside | Closing Bell
Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Bailey Lipschultz, Carol Massar and Norah Mulinda.
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Business
Stocks Retreat From Records as Oil & Yields Stay Elevated
The Close 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 Glenmede Chief of Investment Strategy and Research Jason Pride, Nuveen Head of Fixed Income Tony Rodriguez, Citi Senior Equity Research Analyst Ari Rosa, QTS Co-CEO Tag Greason, Raymond James Global Head, Private Capital Advisory Sunaina Haldea, Needham Senior Research Analyst John Todaro, Genesys Chairman & CEO Tony Bates, JLL Hotels & Hospitality, Americas CEO Kevin Davis, & HGTV Host & Author Tarek El Moussa.
Chapters:
00:00:00 Bloomberg The Close
00:02:23 Jason Pride on Earnings, Valuations & Bond Opportunities
00:05:16 Bull Market Risks, AI & Portfolio Positioning
00:08:31 Small Caps, Higher Rates & International Stocks
00:11:23 Nuveen on Inflation, Oil & the Bond Market
00:14:13 Fed Rate Hikes, Credit Supply & AI Debt
00:16:49 Top Calls
00:18:02 Citi on XPO, Freight Demand & the Trucking Market
00:21:22 Freight Consolidation & C.H. Robinson’s RXO Deal
00:23:00 QTS Co-CEO on AI Data Centers & Community Backlash
00:26:22 Data Center Jobs, Energy Costs & Infrastructure
00:29:23 Data Center Regulation & Responsible Development
00:31:34 Apple & LG Push Deeper Into the Smart Home
00:34:00 Siri, Home Security & Apple’s AI Strategy
00:36:40 Raymond James on Yields, Private Markets & M&A
00:39:01 AI Financing, Private Credit & Refinancing Risks
00:42:01 M&A Liquidity, Geopolitics & Market Risks
00:43:06 Closing Bell
00:46:00 Market Movers: Micron, Black Hills & Moderna
00:48:04 SpaceX Financing, Webull & Industrial Stocks
00:50:02 Nike Management Shakeup & Bond Market Volatility
00:52:29 New Jersey’s Rising Cost of Living
00:54:40 Market Recap: Fed Minutes, Oil & European Risks
00:56:25 Levi Strauss Earnings & Applied Digital
00:59:24 Applied Digital, Data Centers & AI Capacity
01:01:25 Levi’s Earnings & Lululemon’s New Leadership
01:04:17 Midterm Elections, Deficits & Market Risks
01:06:48 Tariffs, Energy Policy & the Consumer
01:09:02 Genesys CEO on Meta’s Personal AI Agent Protocol
01:12:01 AI Privacy, Trust & Industry Guardrails
01:15:24 Hotel Investment Rebounds Despite Higher Rates
01:18:02 Private Equity, Wealthy Buyers & Hotel Demand
01:21:22 Tarek El Moussa on 7.5% Mortgages & Housing
01:24:15 AI, Distressed Homes & the House-Flipping Market
01:26:42 Commercial Real Estate & Housing Market Risks
01:28:10 What to Watch
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Business
Asian Chip Stocks Extend Losses
“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 Sydney with Haidi Stroud-Watts 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
00:01:13 – Traders brace for volatility surge as AI jitters spread
00:09:39 – BREAKING: Putin proposes meeting with Trump and Xi on Ukraine: WSJ
00:13:52 – Citigroup’s Chief Asia Economist Johanna Chua on China’s economic outlook
00:21:28 – Zelenskyy: Trump pushing Ukraine to yield to Russia
00:26:05 – US stock futures bounce following tech rout
00:29:12 – EXCLUSIVE: Aberdeen CEO Jason Windsor on the next test for AI investments
00:34:49 – Japan’s Takaichi prepares to mark one year in office
00:38:05 – Japan Foresight’s Tobias Harris on the challenges ahead for Takaichi
00:47:29 – Markets open in Japan, South Korea
00:51:07 – UBS’ Xi Qiao on market sentiment
01:00:14 – China expected to post sub-4.5% GDP growth
01:04:29 – Macron vows legal action, calls for order amid violent unrest
01:08:39 – Putin floats Ukraine summit with Trump, Xi: WSJ
01:13:35 – Cornell University’s Kaushik Basu weighs in on US-China AI race
01:25:48 – Chinese tech trade in focus on new Deepseek model, CXMT earnings
01:28:16 – EXCLUSIVE: India’s science and technology minister talks AI, nuclear energy
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Business
GM Slides as CEO Barra Warns of ‘Intensifying’ Challenges
General Motors Co. shares fell as shareholders focused on a narrower profit outlook despite plans for another $20 billion in stock repurchases. The company now sees 2026 adjusted earnings before interest and taxes in a range of $14.5 billion to $15.5 billion, compared with the $14 billion to $16 billion range it projected in July. Bloomberg’s Craig Trudell joins to discuss.
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Business
Zelenskyy Says Trump Pushing Ukraine to Surrender, France Reels From Violence
French President Emmanuel Macron said the country felt anger and shame following widespread violence over the weekend and called for order to be restored. Protests in several cities descended into clashes between police and demonstrators, sparking some of France’s worst street violence in years, with looting and landmarks set on fire. The violence is raising alert levels across Europe, where elections will be held in at least half a dozen countries next year.
Ukrainian President Volodymyr Zelenskyy accused Donald Trump of trying to pressure Kyiv into surrendering to Russia, escalating a week-long row with the US president. In an interview with Bloomberg in Kyiv, Zelenskyy also offered a new proposal to accede to Trump’s request to stop targeting Russian refineries, which was aimed at combating high diesel prices, in exchange for deliveries of more Patriot air-defense missiles.
China nudged economic growth back into Beijing’s target range in the third quarter, in a surprise rebound powered by factory production and the artificial intelligence supercycle that are largely failing to feed into stronger domestic demand.
Today’s guests: Shoqat Bunglawala, Goldman Sachs Asset Management EMEA Head of Multi-Asset Solutions; Hanna Notte, James Martin Center for Nonproliferation Studies Eurasia Program Director
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“The Pulse With Francine Lacqua” is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops.
Chapters:
00:00:00 – The Pulse
00:02:00 – France’s government under pressure amid protest violence
00:06:41 – Shoqat Bunglawala, Goldman Sachs Asset Management EMEA Head of Multi-Asset Solutions
00:15:59 – Zelenskyy says Trump pushing Ukraine to yield to Russia
00:16:54 – Hanna Notte, James Martin Center for Nonproliferation Studies Eurasia Program Director
00:25:14 – Monday headlines
00:25:33 – European gas rises to highest since late 2022
00:28:29 – China’s growth rebound tops forecasts
00:30:15 – AI firm NSacle faces investor pushback over IPO valuation
00:34:16 – The Big Take: For Three Buffetts, a $150 Billion Puzzle Over Father’s Riches
00:41:45 – French assets under pressure after major weekend protests
00:47:22 – French bond futures underperform Bunds
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