Guy Johnson, Tom Mackenzie and Mark Cudmore break down today’s key themes for analysts and investors on “Bloomberg: The Opening Trade.”
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Iran promoted a hard-line ex-commander as its top security official, shaking up its highest decision-making body on national defense after saying it was “very close” to a deal with Oman over shipping through the Strait of Hormuz. While Tehran ruled out direct talks with the US, President Trump says Washington is “semi-negotiating” and can wait for Iran’s economic suffering to soften its stance.

Stocks traded near record highs after weak US jobs data curbed bets on Federal Reserve interest-rate hikes. Stocks and bonds got a boost as Friday’s soft US jobs print eased concerns about an imminent rate increase from the Fed. 

China is attempting to close the gap in the AI race with the US by tapping its $28-trillion capital markets.
In recent months regulators have fast-tracked IPOs for strategic companies and opened more avenues to raise money through bond sales. According to data compiled by Bloomberg, Chinese tech firms raised about $217 billion through initial public offerings and bond sales over the past two years.

Today’s guests: Jennifer McKeown, Capital Economics Chief Global Economist; Francesca Ghiretti, RAND Director of the Europe China Initiative; Robert Friedland, Sunrise Energy Metals Chairman, Ivanhoe Electric Board of Directors Executive Chairman and I-Pulse Chairman & CEO.

—
“The Pulse With Francine Lacqua” is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops.

Chapters:
00:00:00 – The Pulse with Francine Lacqua
00:00:25 – Hormuz deal elusive as Iran rejects talks
00:03:29 – Global stock rally extends
00:05:37 – Jennifer McKeown, Capital Economics Chief Global Economist
00:14:42 – NYSE President optimistic about Asia and global pipeline
00:18:22 – Berkshire spends down cash pile
00:20:32 – European earnings week ahead
00:24:15 – OpenAI pauses some work on new model amid cyber concerns
00:32:38 – Francesca Ghiretti, RAND Director of the Europe China Initiative
00:38:50 – Robert Friedland, Sunrise Energy Metals Chairman, Ivanhoe Electric Board of Directors Executive Chairman and I-Pulse Chairman & CEO.
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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
00:03:22 – Tencent’s AI spending concerns overshadow growth
00:10:19 – Brandywine’s Tracy Chen reacts to cooler-than-expected US CPI data
00:26:50 – Citigroup’s Alicia Yap on Tencent’s accelerating AI spend
00:38:00 – PBOC expands use of overnight reverse repos
00:41:41 – Former Chinese Premier Zhu Rongji dies at 97
00:46:49 – Intelligence: Tencent’s AI payback day remains uncertain
00:55:17 – E Fund’s Jeff Li on how tech continues to drive markets
01:05:57 – President Xi’s graft crackdown fuels black market for leaked tips
01:12:54 – BofA’s Matty Zhao on whether China’s copper rally can retain its shine
01:21:35 – Opinion: China’s global tax hunt sows chaos and confusion
01:25:34 – Big Take: Workers teach AI-powered robots to do their jobs
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India’s student protests have become the biggest youth-led challenge to Narendra Modi’s government in years. The immediate trigger was an exam scandal, but the deeper frustration is a growing gap between higher education and quality jobs.
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US equity futures waver as a tech-led rally loses momentum ahead of Friday’s payrolls report. DeepSeek plans to implement a significant price increase across its AI services, while Google shakes up its AI leadership. Kelsey Berro of JPMorgan Asset Management discusses the upcoming jobs report and the implications for the Federal Reserve.

Chapters:
00:00:00 – Bloomberg Brief Begins, Opening Headlines & Market Preview
00:00:46 – Global Market Check: Asia Market Update: Chip Stocks Tumble, Europe Market Update & Sell America Trade
00:03:02 – US Markets, Futures & Premarket Movers
00:05:25 – Why Memory Chip Stocks Are Selling Off, DeepSeek Price Hike & Google AI Shakeup
00:08:45 – Trump Denies US Munitions Shortage Reports
00:12:20 – Trump Tariffs on Chinese Polysilicon
00:15:09 – Trending on the Terminal
00:16:36 – Situational Awareness Comeback After Near Collapse
00:20:13 – Front Page News
00:21:37 – Market Open Preview & Jobs Data
00:24:53 – Kelsey Berro, JPMorgan Asset Management Fixed Income Portfolio Manager, on Payrolls, Fed & Bonds
00:33:47 – Trending on the Terminal
00:34:53 – Google AI Leadership Changes & DeepSeek
00:38:40 – SpaceX Lockup Expiration Explained
00:42:19 – What to Watch: Earnings & Economic Data
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