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US, China Agree on Trade Framework, Milei’s Midterm Win | Daybreak Europe 10/27/2025

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On today’s show, global equities rallied on renewed confidence that the US and China will reach a trade deal, after negotiators set the framework for Donald Trump and Xi Jinping to finalize an agreement. President Trump telling reporters on Air Force One that the US will have a ‘great talk’ with Xi.

Today’s guests: Charu Chanana, Chief Investment Strategist at Saxo

Chapters:
00:00:00 – Daybreak Europe
00:02:11 – Chinese Stocks Gain on Hopes Sweeping Trade Deal Is in Sight
00:05:19 – Trump: Nothing Has Been Agreed to Yet on China, But Feel Good
00:06:51 – Bessent: Final Terms Up To The Two Leaders
00:10:13 – Trump: Think We’ll Have A Successful Transaction With Xi
00:12:25 – Stocks Rally As US Nears China Deal
00:13:48 – Big Tech Earnings Arrive This Week
00:16:19 – Milei’s Party Wins Argentina Midterm Vote in Major Comeback
00:20:52 – EU Leaders Agree To Pave Way Forward on Climate Goals
00:24:53 – Trump: Think We’ll Come Away With A Deal From Xi Meeting
00:27:04 – Greet: Looking Into Aspects of First China Deal
00:29:29 – Charu Chanana, Saxo Chief Investment Strategist
00:37:07 – US-Korea Fund Stuck on Key Points Ahead of Trump Visit, Lee Says
00:41:30 – European Earnings This Week
——–
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Earnings Are Surprisingly Strong, Says Morgan Stanley’s Wilson

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Morgan Stanley Chief US Equity Strategist and CIO Mike Wilson says this earnings recovery is stronger than many people think.

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Global Telecom Mega-Merger, Bailout Caused By Financial Stress | Bloomberg Deals 4/22/2026

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A weekly, midday program that delivers high-impact, editorially driven coverage of the most important corporate transactions …

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CBRE Group CEO Sees AI as Tailwind, Bullish on NYC Growth

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CBRE Group CEO Robert Sulentic says he is bullish on long-term growth across New York City. Speaking with Norah Mulinda on …

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AI Euphoria Lifts Stocks as Iran Hopes Build | Open Interest 4/24/2026

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Get a jump start on the US trading day with Dani Burger on “Bloomberg Open Interest.” AI euphoria returns as blockbuster results …

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The AI Trade That’s Helping Markets Sidestep Iran Risk | Insight with Haslinda Amin 04/24/2026

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Insight with Haslinda Amin, a daily news program featuring in-depth, high-profile interviews and analysis to give viewers the complete picture on the stories that matter. The show features prominent leaders spanning the worlds of business, finance, politics and culture.

Chapters:
00:00:00 – Insight with Haslinda Amin Begins
00:02:06 – Stocks dip, oil up on fears of stalling Iran talks
00:04:37 – Breaking: DeepSeek unveils preview of latest AI models, reigniting China tech rally
00:05:10 – Asset manager Adam Levinson on tech resilience amid war
00:22:42 – Japan finance minister warns of speculative moves weakening the yen
00:26:20 – Beijing Auto Show highlights intensifying EV competition in China
00:28:23 – Beijing Auto Show highlights intensifying EV competition in China
00:37:00 – Record voter turnout in West Bengal state election
00:39:37 – Political analyst Arati Jerath on high-stakes West Bengal election
——–
More on Bloomberg Television and Markets

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