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Fed’s Hawkish Tilt, Iran Concerns Weigh on Markets | The China Show 4/30/2026

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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, David Ingles and Avril Hong give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.

Chapters:
00:00:00 – Bloomberg: The China Show opens
00:04:40 – FOMC hawks overshadow Powell’s final press conference
00:06:30 – Citigroup Global Markets’ Johanna Chua on the outlook for the Fed and Asian economies amid the Iran war
00:24:32 – Alert: Samsung says it expects the memory supply shortage to continue
00:28:08 – China’s factory activity expands despite war-related pressures
00:30:20 – Samsung’s chip profit soars amid an AI spending spree
00:38:12 – Alphabet and Amazon outpace Meta in AI during earnings bonanza
00:40:47 – Trump rejects Iran Hormuz offer
00:44:28 – Breaking: RatingDog China Manufacturing PMI rises to highest since Dec. 2020
00:47:23 – Yen at weakest level since 2024
00:50:40 – What traders are watching this Thursday
01:00:23 – BSP: Philippines inflation in April likely 5.6% to 6.4%
01:20:49 – Opinion: Asia faces worst oil shock since the 1970s
01:34:08 – Samsung’s chip profit soars, but Asia’s AI rally masks deeper damage from the Iran war
01:42:39 – Oil rises amid report that IS is eyeing military options against Iran
01:44:14 – ETF IQ Asia: Leo Wealth’s Aleksey Mironenko on his ETF strategy
——–
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Haunted Attractions Help Revive Neighborhoods

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Journalist Elizabeth Yuko tells Bloomberg This Weekend how haunted attractions are drawing visitors and investment to struggling neighborhoods, including Baltimore’s Old Town and former industrial districts in Kansas City and Salt Lake City. Speaking with hosts David Gura and Lisa Mateo, Yuko explains how haunted-house operators can become unlikely partners in urban revitalization by investing in infrastructure, attracting businesses and finding new uses for neglected properties.
——–
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Bolsonaro Leaves Brazil After Rejecting Election

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Bloomberg Brazil Country Chief Filipe Pacheco tells Bloomberg This Weekend how Flávio Bolsonaro left Brazil for the US after refusing to recognize Luiz Inácio Lula da Silva’s election victory, as Bolsonaro faces multiple investigations in Brazil. Speaking with hosts David Gura and Lisa Mateo, Pacheco explains Bolsonaro’s circuitous journey to Miami, his pledge to lead the opposition from the US and how investors are assessing Lula’s surprise comeback.
——–
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How the Ultrarich are Transforming the US South

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Nashville has always had rich residents, but the money arriving now is on a different level. An influx of ultrawealthy transplants is rapidly remaking the region, part of a broader southern wealth migration.

The Ultrawealthy Are Reshaping the US South: https://bloom.bg/4z5me88

#Wealth #Nashville #Business #Economy

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Bloomberg Surveillance 10/27/2026

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Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day than “Bloomberg Surveillance.”

Chapters:
00:00 Anthropic IPO, Mega Tech Financing and Fed Decision
04:19 AI Trade Needs to Broaden to Keep Working — Mark Haefele, UBS Global Wealth Management
17:33 Iran Talks Unlikely to Resolve Core Differences — Lt. Gen. Karen Gibson (Ret.), Academy Securities
32:49 Investors May Buy Anthropic Regardless of Price — Matt Kennedy, Renaissance Capital
40:36 4% Inflation Likely to Force More Fed Hikes — Ludovic Subran, Allianz
52:35 Clearing Events Could Create Buying Opportunities — Mike Wilson, Morgan Stanley
1:06:02 Data Center Buildout Could Accelerate After Midterms — Mike Wilson, Morgan Stanley
1:16:36 Anthropic’s AI Personhood Push Raises Liability Questions — Rumman Chowdhury, Humane Intelligence
1:29:50 Investors Are Using Bonds to Hedge Against AI — Greg Peters, PGIM Credit
1:39:59 Tech Funding Needs More Equity, Less Debt — Rob Kaplan, Goldman Sachs
1:55:12 Long-Term Forecasts Can’t Keep Up With Anthropic — Brandon Ross, LightShed Partners
2:07:54 Inflation May Stay Above Fed Target Until 2029 — Lindsey Piegza, Stifel
2:12:44 Data Center Spending Remains Strong — Michael McKee
2:17:12 Quality Tech Can Win as Capital Costs Rise — Stephen Parker, JPMorgan Private Bank
——–
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2026 Midterm Election: Cook Report Shifts 19 House Races Toward Democrats

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Erin Covey, House of Representatives editor at the Cook Political Report, said that the acceleration of voters towards Democrat candidates is less to do with a shifting landscape and more that people are beginning to pay attention as election day draws nearer and said that while she expects a blue wave, it won’t hit all areas evenly. Covey also discussed the role of redistricting in the midterms and said that Democrats are poised to pick up House seats in North Carolina despite the fact that Republicans redrew the map in their favor.
——–
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