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AI Debt Binge Fueling Private Bond Market | The Close 7/1/2026

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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 Charles Schwab Chief Investment Strategist Liz Ann Sonders, Jefferies Tech Sector Leader, Software/Internet Research Brent Thill, Union Square Advisors President & Co-Founder Ted Smith, Guggenheim Partners Senior Analyst of Retail & E-Commerce Simeon Siegel, Kayne Anderson Rudnick Portfolio Manager, Senior Research Analyst Julie Biel, Bank of America Co-Head of Global FICC Sales Rashaan Reid, Ramp Economist Ara Khazarian, The Conference Board Chief Economist Dana Peterson, & Chuck E. Cheese CEO Scott Drake.

Chapters:
00:00:00 Bloomberg The Close
00:03:10 Charles Schwab on Market Rotation & Leadership
00:10:31 Meta’s AI Cloud Ambitions Shake Up Tech
00:15:04 Top Calls
00:16:33 Software Stocks, AI Infrastructure & Investor Sentiment
00:23:50 IPO Market Outlook After SpaceX
00:30:34 Stock of the Hour: Nike Rallies After Earnings
00:36:48 Kayne Anderson on Market Breadth & AI Investing
00:43:22 Closing Bell
00:46:08 Meta Surges, Microsoft Rebounds & IPO Winners
00:48:51 CoreWeave, Caterpillar & Walmart Lead Decliners
00:56:13 Bank of America on AI Financing & Higher Rates
01:04:20 Inside the Private Bond Market’s AI Boom
01:08:15 AI Adoption Is Creating Jobs, Not Cutting Them
01:13:12 Dana Peterson Previews the June Jobs Report
01:19:14 Chuck E. Cheese’s Expansion Strategy
01:28:14 What to Watch
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‘Bloomberg Surveillance: Early Edition’ Full (03/08/22)

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Bloomberg Surveillance: Early Edition, live from London and New York. Francine Lacqua, Anna Edwards, Matt Miller, and Kailey Leinz deliver the latest news and analysis on the markets with leaders in global finance and economics. Fatih Birol, IEA Executive Director, says the group is prepared to recommend that its members release more emergency oil stockpiles if necessary. Silvia Dall’Angelo, Federated Hermes Senior Economist, says the ECB will put normalization plans on hold. Georgina Wright, Institut Montaigne Senior Fellow and Director for the Europe Program, says there’s a wake up call in Europe.

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Pakistan Targets Growth of More Than 4% for 2026

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Pakistani Finance Minister Muhammad Aurangzeb discusses the country’s financing needs and economic growth outlook. He speaks with Avril Hong on the sidelines of the IMF and World Bank Annual Meetings in Bangkok.
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Paraguay president: We’re increasing beef exports to US

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Paraguay’s President Santiago Peña says the country is increasing its exports of beef to the US. Peña also says that the US has not allocated a quota for Paraguay beef exports https://bloom.bg/4xNVK9N

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Inside Jamie Dimon & Jim Farley’s $1 Billion Bet on US Manufacturing

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Ford, JPMorgan and the state of Michigan are teaming up to connect manufacturers and startups with capital, customers and government support as the US tries to rebuild supply chains that were moved overseas. Ford CEO Jim Farley says his company will commit $1 billion in purchasing to companies developing capabilities in areas including advanced manufacturing, magnets and rare earths, while JPMorgan Chase CEO Jamie Dimon says the bank will lend capital through its broader security and resiliency push. Michigan’s governor Gretchen Whitmer is hopeful that the partnership will provide more opportunities for the state’s workforce.
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Myanmar Generals Run a Nearly Sanction-Proof Business Empire

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May.11 — It has been more than three months since Myanmar’s military took control of the country in a coup. A Bloomberg investigation found that the country’s generals are running a nearly sanction-proof business empire. Oanh Ha reports on “Bloomberg Markets: Asia.”

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