Bloomberg Surveillance: Early Edition, live from London, Berlin 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. Elisabeth Braw, Resident Fellow at the American Enterprise Institute, says Russian President Vladimir Putin has painted NATO into a corner. Agnes Belaisch, Chief European Strategist at Barings, discusses Europe’s energy crunch and other risks to the global recovery. Raam Ratnam, Sector Lead for EMEA Retail and Consumer at S&P Global Ratings, says e-commerce is in a good place as the world braces for another Covid Christmas.

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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. Jim O’Neill, Former Goldman Sachs Asset Management Chairman and Former UK Government Minister, says the Conservatives needs to figure out what they stand for and rebuild. Joachim Fels, Global Economic Advisor at PIMCO, says recession is likely in the US and EU.

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On the early edition of Balance of Power, Bloomberg Washington Correspondents Joe Mathieu and Kailey Leinz discuss the latest from DC. On today’s show, Kpler Head of Policy and Geopolitical Risk Michelle Brouhard, Harvard Kennedy School Ash Center Visiting Democracy Fellow Jeanne Sheehan Zaino, Friday Reporter Public Affairs Founder Lisa Camooso Miller and Former Senior Economic Advisor to President Donald Trump Stephen Moore.

Chapters
00:00:00 Radio Balance of Power: Early Edition
00:02:10 Markets: Stocks Rise as Oil Remains Volatile
00:03:49 White House Launches Lisa Cook Investigation
00:06:40 Trump Heads to New York for the Midterms
00:08:13 Iran Escalates Attacks in the Strait of Hormuz
00:10:08 Oil Flows, Shipping & the Strait of Hormuz
00:13:30 Tanker Shortages, Insurance & Rising Oil Costs
00:15:16 Houthis, Red Sea & Global Shipping Risks
00:16:24 Hurricane Threatens U.S. Oil Production
00:19:03 Markets: Stocks Rise Despite Energy Concerns
00:20:51 ICE Shooting Sparks Backlash in New York
00:22:35 Inside the Investigation Into the ICE Shooting
00:26:03 Political Panel: Immigration & the Midterms
00:29:37 Latino Voters, ICE & Election Concerns
00:34:06 Consumer Sentiment Hits a Five-Month Low
00:37:29 Midterm Debates Focus on Affordability
00:39:14 Stephen Moore on the Economy & Midterms
00:42:05 AI, Data Centers & the Construction Boom
00:43:18 Trump Pushes New Action on Diesel Prices
00:45:04 Inflation, Interest Rates & the Fed
00:46:36 Lisa Cook, the Fed & the White House Investigation
——–
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Billionaire Ray Dalio warned that artificial intelligence is a “classic bubble” that is nearing a bursting point thanks to rising interest rates and the need to turn wealth into cash.

A rally in stocks came to a halt and global bonds fell as mounting attacks on tankers in the Middle East pushed oil prices higher. Futures for the S&P 500 stood pat after the index hit a record high in the previous session. Europe’s Stoxx 600 fell 0.6%, ending a three-day run of gains. SK Hynix fell nearly 3% in South Korea ahead of the expiry of a lockup on its American depositary receipts.

The Opening Trade has everything you need to know as markets open across Europe. With analysis you won’t find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards, Guy Johnson and Tom Mackenzie.

Chapters:
00:00:00 – The Opening Trade Begins: SpaceX, Oil and Bonds
00:01:35 – Tech Rally, Market Breadth and SpaceX’s $40 Billion Financing
00:04:45 – Strait of Hormuz Attacks Drive Oil and Shipping Costs Higher
00:06:43 – French Bond Selloff and ECB Intervention Risks
00:10:30 – SpaceX Seeks $40 Billion for Nvidia Chips
00:13:47 – Plurimi Wealth Chief Investment Officer Patrick Armstrong on Semiconductors and AI Spending, France, Europe and the US Debt Outlook
00:21:40 – Need to Know: Russia, Israel and HSBC Job Cuts
00:24:41 – European Bonds, French Protests and Fiscal Pressure
00:26:39 – Marine Le Pen’s Budget Plans Under Scrutiny
00:28:08 – UBS IB European Rates Strategy Head Reinout De Bock on French Debt, Italy and European Rates, Europe’s Energy Risks and ECB Policy
00:38:27 – Markets in 3 Minutes: Higher Yields and AI-Led Market Growth
00:42:03 – Stock to Watch: ABN Amro, HSBC and Orange
00:48:03 – European Trading Opens in the Red
00:50:42 – Bank of America US Equity & Quantitative Strategy Head Savita Subramanian on S&P 500 Breadth and Valuations, Why Bonds Are Becoming More Attractive
00:58:58 – European Stock Movers: Bridgepoint, Pennon and Porsche
01:01:14 – HSBC Job Cuts and AI’s Impact on Wealth Management
01:04:14 – Jamie Dimon on AI Investment and Rising Rates, AI Risks and Data Center Expansion
01:11:11 – European Stocks Fall as Bond Yields Rise
01:12:50 – Hormuz Attacks, HSBC Cuts and SpaceX Financing
01:14:00 – Hamilton Lane Co-CEO Erik Hirsch on AI Borrowing and Private Credit Risks, Private Credit, Defaults and Consumer Resilience
01:23:27 – Apollo on Financing the Data Center Buildout
01:25:32 – Iran Steps Up Attacks in the Strait of Hormuz
01:27:14 – Saudi Arabia, Yemen and U.S. Military Support
01:30:13 – French Bond Yields and the ECB Intervention Threshold, FOMC Minutes and the US Yield Curve
01:34:39 – What’s Ahead
——–
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Watch Bloomberg on this Election Night as the polls start closing and the results of this historic election start coming in. A special edition of Bloomberg Surveillance will be up first. We’ll have guests from around the country and reporters to provide coverage of various market, policy and debt angles. We’ll also cover all the down ballot races and worldwide reaction. Among the guests tonight: Former Sen. Pat Toomey, Former US Treasury Secretary Lawrence Summers, Pimco’s Libby Cantrill. If Vice President Kamala Harris or former President Donald Trump speak, you’ll hear from them too.

#politics #trump #election #kamalaharris #polls

Get live results here:
https://tinyurl.com/588uvv22

Sign up for the Balance of Power newsletter for the latest political news, analysis, charts, and dispatches from around the globe. https://bloom.bg/3yEZvWd

More on Bloomberg Television and Markets

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