Global markets opened higher as technology stocks extended their rally, but investors remained focused on the Middle East, where escalating tensions continued to support oil prices. President Trump played down the prospects for renewed nuclear talks with Iran and warned that the US would respond if shipping through the Red Sea were blocked. Secretary of State Marco Rubio also questioned Iran’s willingness to negotiate, while Defense Secretary Pete Hegseth told lawmakers the conflict has already cost the United States more than $37.5 billion.
Energy markets remain on edge as Gulf economies warn that a prolonged conflict could damage investment and economic growth, with regional allies reportedly growing frustrated by the continued escalation. We also examine South Korea’s eighth consecutive trading session with sidecar market controls, Japan’s renewed warnings over the weakening yen after it moved beyond ¥163 per U.S. dollar, and Nigeria’s decision to keep interest rates unchanged at 26.5% because of rising geopolitical risks.
In corporate and technology news, SpaceX is preparing a share sale that could value the company at around $1.16 trillion, Super Micro reported a growing order backlog driven by AI demand, and GE Aerospace CEO Larry Culp discussed the industry’s multi-year growth outlook. We also cover President Trump’s reciprocal trade agreement with Jordan, new tariffs targeting generic drug manufacturers, his meeting with Lebanese President Joseph Aoun, the restoration of direct flights between the US and Lebanon after four decades, Israel’s withdrawal from several Lebanese towns, and comments on Hezbollah.
Elsewhere, political unrest intensified in India as a key rival of Prime Minister Narendra Modi was removed by police during student protests. Gabon plans to raise $1.5 billion through external borrowing to support its budget, and Novo Nordisk announced plans to expand access to its oral weight-loss treatment across Africa. Guests includes Rachel Ziemba, Ziemba Insights Founder; Parisha Saimbi, BNP Paribas FXLM Strategist EM Asia; David Wood, International Crisis Group Lebanon Senior Analyst; and Larry Culp, GE Aerospace Chairman & CEO.

Chapters:
00:00:00 – Introduction
00:05:50 – Rachel Ziemba, Ziemba Insights Founder
00:12:25 – Parisha Saimbi, BNP Paribas FXLM Strategist EM Asia
00:17:25 – Trump’s Tariffs Target Generic Drug Manufacturers
00:27:35 – Trump holds bilateral meeting with Lebanese president
00:31:00 – David Wood, International Crisis Group Lebanon Senior Analyst
00:37:41 – Nigeria Holds Interest rates on Iran war risks
00:42:16 – Larry Culp, GE Aerospace Chairman & CEO
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Delta Air Lines CEO Ed Bastian says oil prices will stay “sticky for longer,” but the carrier will still do “just fine.” He says there is still strong demand for premium and international travel.

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The US and Saudi Arabia finalized a long-sought nuclear technology-sharing deal that could allow American companies to build reactors in the kingdom, but cracks the door open for the country to enrich its own nuclear reactor fuel. Paul Wallace explains.
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“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
00:03:02 – Alphabet drops as capex overshadows cloud beat
00:09:38 – Investors seek AI trade clues in big tech earnings
00:17:29 – Dunne Insights Founder and CEO Michael Dunne on Tesla earnings
00:26:07 – Houthis attack two Saudi tankers in the Red Sea
00:31:12 – US, India push to reach trade deal
00:40:35 – Samsung’s $400,000 bonuses fuel labor disputes
00:44:22 – Macquarie CEO Shemara Wikramanayake to retire in Nov.
00:47:40 – Markets open in Japan, South Korea and Australia
00:52:14 – Investors weigh Alphabet, Tesla earnings
00:53:59 – M&G Investments’ Vikas Pershad on market strategy
01:04:17 – Houthi threats give oil markets a ‘two chokepoint problem’
01:09:37 – Trump allies eye SVB review as way to oust a Fed governor
01:13:03 – BOJ said to be open to faster rate hike pace
01:17:03 – US official: Moonshot accessed banned Nvidia chips
01:21:37 – Bloomberg Opinion: CXMT’s $10B IPO is a poisoned chalice
01:24:51 – Hinrich Foundation’s Deborah Elms on Trump tariffs
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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 David Ingles give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.

Chapters:
00:00:00 – Bloomberg: The China Show opens
00:01:51 – China’s Loan Prime Rates left unchanged
00:05:49 – Alibaba’s flagship Qwen model raises the stakes in AI
00:07:19 – China stocks seen benefiting from global AI rotation
00:10:42 – Ninth wave of US strikes on Iran fuels oil concerns
00:15:00 – AI and tech opportunities with LGT Private Banking’s Stefan Hofer
00:29:03 – BNP Paribas’ Jason Lui on China markets
00:35:09 – Breaking: Rubio says Xi still expected to visit US after Trump remarks
00:37:08 – ABB Robotics’ Henry Han on physical AI
00:50:29 – China’s AI trade and rising oil prices in focus
00:57:15 – TSMC’s Wendell Huang on the timeline for Arizona expansion
01:00:53 – Breaking: Zhongji Innolight begins investor outreach for HK listing
01:06:39 – Matrix Robotics’ Allen Zhang on business strategy
01:18:55 – Spain beats Argentina to capture FIFA World Cup title
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