Treasury Secretary Scott Bessent’s threat to unleash an economic assault against Iran risks setting the US on a collision course with China, its main trading partner.

In markets, global stocks rose as chipmakers rebounded, with falling bond yields adding support after Brent crude slid below $90 a barrel.

And in corporate news, Volkswagen Chief Executive Officer Oliver Blume told workers that roughly half of the carmaker’s additional job cuts will need to happen in Germany, raising the stakes in a restructuring conflict already straining relations with employees.

Today’s guests:
Karen Ward, JPMorgan Asset Management, EMEA Chief Market Strategist; Maria Demertzis, European University Institute, Economic Policy Professor; Adrian Cox, Deutsche Bank Research, Thematic Strategist.

—

“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
00:00:39 – Bessent: Will block every revenue source to Iran
00:06:16 – Canada to unveil Trump tariff reponse
00:08:56 – Karen Ward, JPMorgan, EMEA Chief Market Strategist
00:15:19 – Andy Burnham plans to lobby Trump on Ukraine
00:20:25 – Bloomberg Intelligence looks at how Hormuz shock will reshape energy markets
00:23:09 – Tuesday headlines
00:23:57 – Maria Demertzis, European University Institute, Professor
00:33:56 – Volkswagen to present restructuring plan to workers
00:36:48 – Grosvenor’s heat warning for London luxury homes
00:40:27 – Adrian Cox, Deutsche Bank, Thematic Strategist
——–
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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 Ken Shinoda, DoubleLine Capital Portfolio Manager, Alexandra Wilson-Elizondo, Goldman Sachs Global Co-Head of Multi-Asset Solutions, Rishi Jaluria, RBC Capital Markets Managing Director of Software Equity Research, Ygal Arounian, Wedbush Managing Director of Internet Equity Research, Abby Roach, Allspring Global Investments Senior Portfolio Analyst, and Richard Francis, Teva Pharmaceutical CEO.
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Nvidia, the chipmaker at the heart of the artificial intelligence boom, gave a bullish sales outlook for fiscal 2028, easing concerns that AI spending is poised to lose momentum. Romaine Bostick joins Balance of Power to discuss the stock moves https://bloom.bg/4guwZIX

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South Korea’s stock market has been on a roller coaster.

Retail investors are among the hardest hit by the market’s volatility, with traders facing huge losses after a painful two-day rout. Heesu Lee explains.

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A weekly, midday program that delivers high-impact, editorially driven coverage of the most important corporate transactions shaping the global market. Today’s guests: Matt McClure, Goldman Sachs Global Co-Head of Investment Banking, Desiree Carlo, Senior Vice President, Client Services at Laurel Hill, Christian Nagler, Parter at Kirkland & Ellis, Betsy Cohen, Chairman and Co-Founder at Cohen Circle, and A.J. Rhode, Thoma Bravo Senior Partner.

Chapters:
00:00:00 – Bloomberg Deals Begins
00:00:58 – Bloomberg’s Sridhar Natarajan on Mark Walters Rushing Makeover as DOJ Probes His Empire
00:03:55 – Bloomberg’s Katherine Chiglinsky on Goldman to Buy LCM Capital Partners for $410M
00:05:12 – Norah Mulinda on Shein Targeting Up to $27B Valuation in Hong Kong IPO
00:06:19 – Bloomberg’s Anthony Hughes on Anthropic’s Annualized Revenue Topping $65B Before IPO
00:09:29 – Matt McClure, Goldman Sachs Global Co-Head of Investment Banking
00:21:10 – Bloomberg’s Ryan Gould on CoPart Being Among Suitors for Software Firm CCC
00:23:01 – Spotlight on SPACs
00:24:29 – Investment Committee with Christian Nagler, Desiree Carlo and Betsy Cohen
00:33:48 – Midday Movers with Isabelle Lee
00:35:38 – A.J. Rhode, Thoma Bravo Senior Partner
00:42:52 – Randall Williams on Mark Walters Selling LA Lakers Amid DOJ Probe
——–
More on Bloomberg Television and Markets

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