“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
00:04:34 – Meta is planning a cloud business to sell AI computing power
00:05:28 – Apple wants chips from Chinese firms on Pentagon blacklist
00:11:50 – SEC probes alleged insider trading at Susquehanna
00:15:08 – UBS Global Wealth Management’s Eva Lee on China market outlook
00:20:58 – What to watch in Greater China today
00:26:34 – UBS Global Wealth Management’s Eva Lee on the 2H 2026 outlook
00:34:17 – China’s CMRG plans to block some Fortescue iron ore deliveries
00:39:47 – Bloomberg Economics on a potential AI bubble crash
00:49:37 – AI jitters hurt chipmakers in Asia
00:56:06 – Warsh says inflation risks are down
00:59:40 – Citi’s Marc Luet on the bank’s Asia strategy
01:12:45 – Takaichi visits India to boost ties as China tensions rise
01:17:14 – AI jitters hurt chipmakers in Asia
01:20:57 – World’s hottest ETF whipsaws the market
01:25:48 – Taiwan detains Super Micro workers in China chip-smuggling probe
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Frank Luntz, CEO of FIL Inc., says America’s 250th anniversary should be a moment for patriotism rather than political division.

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President Donald Trump and his allies are renewing a push to reshape the Federal Reserve after the Supreme Court blocked an effort to fire Governor Lisa Cook.

Stocks gained as the latest bout of jitters about the sustainability of the AI-trade eased, with Europe’s benchmark holding near a record high.

Bloomberg has learned that some leading European powers now accept that ships transiting the Strait of Hormuz will have to pay fees to Iran and Oman.
The US and Gulf Arab countries continue to insist that Iran and Oman cannot impose charges of any kind for the Hormuz strait.

Today’s guests: Kokou Agbo-Bloua, SocGen CIB Global Head of Economics, Cross-Asset & Quant Research; Philippe Aghion, Nobel Prize in Economics Winner; Estelle Brachlianoff, Veolia CEO

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“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
00:00:49 – Hassett: Jobs market on an upward trajectory
00:03:17 – Trump allies push to reshape the Fed
00:06:46 – Kokou Agbo-Bloua, SocGen CIB, Head of Cross-Asset
00:15:12 – Philippe Aghion, Nobel Prize Economist
00:23:47 – Friday headlines
00:24:31 – Lescure: We must have a budget
00:27:43 – Estelle Brachlianoff, Veolia, CEO
00:35:40 – European nations now said to believe some Hormuz fees are inevitable
00:38:34 – Can Cuba’s economy survive Trump?
00:41:19 – Private credit keeps $14 billion trapped
00:44:51 – The Big Take: Putin’s Choice for $60 Billion Space Revival Uses Musk as Model
——–
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Dan Ives, Wedbush Securities global head of tech research, argued that massive AI-related capital expenditures by hyperscalers and chipmakers are funding a new tech economy rather than “spending to nowhere.” He speaks on Bloomberg Surveillance.
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India and Japan have agreed to deepen cooperation on energy, technology and defense during Japanese Prime Minister Sanae Takaichi’s first official visit to New Delhi. Former Indian Ambassador to Japan, Deepa Gopalan Wadhwa, discusses the implications of the visit on Bloomberg Television.
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