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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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Will Gamers Ignore GTA VI’s Hefty $80 Price Tag?

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Grand Theft Auto VI’s $79.99 launch price marks a new high for mainstream video games and signals a potential shift in industry pricing power. This segment examines how Rockstar’s strategy could reshape revenue models and consumer expectations.
Joost van Dreunen, NYU Stern Adjunct Assistant Professor and author of One Up: Creativity, Competition, and the Global Business of Video Games, joined Paul Allen on Insight with Haslinda Amin to discuss the implications.
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Chinese Premier Says Tech Industry Not a Global Threat | The China Show 6/24/2026

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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 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
00:04:25 – Chinese premier Li to address WEF in Dalian
00:09:28 – CICC Research’s Kevin Liu on dispersion between HK, China markets
00:18:15 – Alibaba sues the US over Pentagon blacklist
00:23:14 – China and Hong Kong markets open
00:26:49 – Breaking: Australia’s core inflation accelerates
00:27:42 – Exclusive: CATL’s Chief Manufacturing Officer Ni Jun speaks with Bloomberg from sideslines of WEF Dalian
00:37:51 – SGMC Capital’s Mohit Mirpuri on outlook for Indonesia
00:49:03 – Korea stocks rebound with focus back on earnings
00:52:37 – China’s Li to speak at WEF Dalian
01:00:42 – NF Trinity’s Helen Zhu on how Chinese market will remain bifurcated
01:03:34 – Live: China’s Li Qiang vows to expand domestic demand and expand access
01:34:51 – NF Trinity’s Helen Zhu reacts to Li Qiang’s speech in Dalian
——–
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UK minister stands by defense funding as Healey resigns

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Bloomberg’s Lizzy Burden interrupts UK minister Peter Kyle to reveal that his colleague Defense Secretary John Healey has just quit the government

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Why American Farmers Are Nervous About USMCA

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For many American farmers, Canada and Mexico have become indispensable export markets at a time when trade disputes, weak commodity prices, and rising costs are already straining the agricultural economy. Iowa farmer Stu Swanson says many producers are operating on dwindling hope as financial pressures mount. CoBank CEO Tom Halverson argues that trade deals have helped US exports to Canada and Mexico grow roughly 600% since NAFTA’s creation. As negotiations begin, farmers are less focused on expanding the agreement than on preserving certainty and avoiding new disruptions that could further weaken an already fragile farm economy.
——–
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Pound Weakens Amid Starmer Resignation; Iran Cites Peace Talk Progress | Bloomberg Brief 6/22/2026

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US equity futures waver and oil dips as Iran cites “major progress” in peace talks with the US. The pound falls against major currencies as UK Prime Minister Keir Starmer announces his resignation. Monica Defend of Amundi Investment Institute looks ahead to a busy week of economic data.

Chapters:
00:00:00 – Bloomberg Brief
00:00:53 – Global Market Check
00:05:10 – First Look Movers
00:13:27 – Trending on the Terminal
00:21:05 – Front Page News
00:23:34 – First Look Movers
00:28:28 – Monica Defend, Head of Amundi Investment Institute
00:34:57 – Trending on the Terminal
——–
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