Business
ETF IQ 7/6/2026
“Bloomberg ETF IQ” focuses on the opportunities, risks and current trends tied to the trillions of dollars in the global exchange traded funds industry. Today’s guests: State Street Investment Management Chief Business Officer Anna Paglia, Heft ETF Co-Portfolio Manager Neil Howe, E Fund Management Assistant head of Global Index Sylvia Zhang
YouTube Chapters:
00:00 Introduction & Today’s ETF Headlines
01:21 ETF Flows: June Records, SPYM, DRAM & Market Trends
03:04 State Street Interview: Why SPYM Was Chosen for Trump Accounts
06:31 How Trump Accounts Will Work & Future Investment Options
08:34 Will Trump Accounts Change Investing in America?
11:02 State Street’s ETF Strategy, Nasdaq 100 Launch & Market Share
13:42 Coming Up: SEC ETF Rule Changes
14:01 ETF Lifecycle: New AI ETFs, Leveraged Products & Fund Closures
15:08 SEC Rethinks ETF Filing Rules & Confidential Filings Debate
19:50 ESG Investing Shifts Toward Defense & Nuclear Exposure
22:29 ETF Drill Down: The Fourth Turning ETF Explained
24:31 Neil Howe on the Next Decade of Markets & Investing
29:52 Can One ETF Replace a Traditional 60/40 Portfolio?
32:49 ETF Brief: SK Hynix, Robinhood Futures & Bitcoin ETF Flows
34:02 China’s Explosive ETF Growth & Investor Behavior
39:06 ETF IQ Quiz: Emerging Markets, Leveraged ETFs & Small Caps`
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Business
Former Biden Energy Adviser Hochstein Says There’s a ‘Secret War’ in Iran
Amos Hochstein, a former top energy advisor to President Joe Biden, says there’s a secret war going on in Iran. He says oil tankers are still being attacked in the Strait of Hormuz, but there’s been no reporting on it. He says President Donald Trump doesn’t have many good options left in Iran.
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Business
AI Trade Worries, Oil & Treasury Yields Pressure Markets
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 Schroders Head of US Fixed Income Neil Sutherland, Applied Digital Founder & CEO Wes Cummins, Barclays Managing Director & US Equity Research Analyst Lauren Lieberman, Siebert Williams Shank President, CEO, and Co-Founder Suzanne Shank, Citi Research Analyst Jon Tower, 248 Ventures Chief Investment Strategist Lindsey Bell, Arc’teryx CEO Stuart Haselden, Patagonia CEO Ryan Gellert, True Religion Apparel CEO Michael Buckley, BTIG Managing Director, Consumer Equity Research Janine Stichter, & Cowboy Space Founder & CEO Baiju Bhatt.
Chapters:
00:00:00 Bloomberg The Close
00:03:02 Schroders on Fed Hikes, Bonds & Fiscal Risks
00:08:40 Market Breadth, Earnings & Fixed-Income Opportunities
00:09:37 Applied Digital CEO on AI Data Center Growth
00:14:08 AI Infrastructure Debt, Financing & Hyperscalers
00:18:13 PepsiCo Earnings & Changing Consumer Habits
00:23:24 Suzanne Shank on 30 Years in Capital Markets
00:28:31 Municipal Bonds, Infrastructure & AI Financing
00:34:24 Starbucks Explores Potential Chipotle Takeover
00:39:09 Chipotle, Starbucks & the Challenges of Restaurant M&A
00:42:02 Earnings Season, Tech Leadership & Market Risks
00:47:30 Closing Bell
00:52:59 Nvidia, SpaceX, Airlines & Treasury Yields
00:57:19 Arc’teryx CEO on Brand Growth & Authenticity
01:02:23 Arc’teryx Retail Expansion, Women’s Apparel & Footwear
01:07:40 Patagonia CEO on Growth, Profit & Corporate Purpose
01:12:02 True Religion CEO on the Brand’s Gen Z Comeback
01:17:16 True Religion’s Holiday Strategy, TikTok & Store Expansion
01:20:15 Lululemon’s New Leadership & Turnaround Strategy
01:25:21 SpaceX, Mobile Service & Data Centers in Space
01:30:24 Space-Based GPUs, Cooling & the Economics of AI Compute
01:32:19 What to Watch
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Business
Former US Envoy Warns of broader Middle East Conflict
Former White House Middle East Coordinator Brett McGurk tells Bloomberg This Weekend that the deadly attack on Riyadh’s international airport underscores the growing threat from Iran-backed Houthi militants, while hardline leadership in Tehran complicates efforts to negotiate an end to the broader regional conflict. Speaking with hosts David Gura and Christina Ruffini, McGurk discusses his new book, Brink, which recounts negotiations to free the October 7 hostages, and warns that the Trump administration’s Russian diesel agreement could undermine efforts to end the war in Ukraine.
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Business
Fed Signals Fewer Rate Hikes, Aramco HQ Hit in Houthi Attack
“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 Tokyo and Sydney with Shery Ahn and Haidi Stroud-Watts, 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
00:00:52 – Fed’s Williams: See no need for rate hike in 2027
00:08:08 – Big US banks set record for lending income
00:10:53 – BofA fined more than $1.21B for money-laundering, sanctions violations
00:13:07 – Saudi Arabia intercepted Houthi missile attacks Tuesday
00:14:56 – Federal Reserve Governor Christopher Waller on rising yields
00:19:52 – EXCLUSIVE: Blackstone President and COO Jonathan Gray on opportunities in India
00:24:49 – Pepperstone’s Dilin Wu on market strategy
00:34:24 – Kospi futures’ horrible day looks like capitulation event
00:38:25 – EXCLUSIVE: Indian Finance Minister Nirmala Sitharaman on capital outflows
00:43:27 – Glencore targets super funds with ASX debut
00:46:58 – Markets open in Japan, South Korea
00:49:30 – BREAKING: Singapore MAS maintains slope, width, center of currency band
00:52:20 – BREAKING: MAS sees 2027 CPI-all items inflation at 1.5%-2.5%
00:53:36 – OCBC Bank’s Vasu Menon on investment outlook
00:58:16 – Federal Reserve Governor Christopher Waller on AI impact on global economy
01:02:16 – US bank bond traders hand crown to equities
01:07:21 – EXCLUSIVE: Indian Foreign Minister Subrahmanyam Jaishankar on US talks
01:12:17 – Bear market looms for China as policy hopes wane
01:15:13 – Hong Kong investigates IPO rigging
01:21:36 – EXCLUSIVE: Blackstone President and COO Jonathan Gray on investing in India
01:27:35 – China takes early lead in humanoid hardware
01:30:44 – BREAKING: Trump: Taiwan to buy 30% of gas from Alaska project over 20 years
01:31:53 – Infosys Chairman Nandan Nilekani on AI impact on jobs
——–
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Business
Starbucks Says It’s Not Buying Chipotle, Dousing Deal Rumors
Starbucks Corp. said it’s not buying Chipotle Mexican Grill Inc., tamping down speculation about what could have been one of the restaurant sector’s largest-ever deals. Bloomberg’s Redd Brown joins to discuss this as well as his recent piece about how California vintners are experimenting with making an American version of tequila due to a drop in wine consumption and state-imposed water restrictions.
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