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00:40:34 – JPM’s Berro on Why Bonds Feel Different to Past Selloffs
00:53:15 – Dan Greenhaus on US 10-Year Yield, Inflation and Potential Market Corrections
01:17:59 – Forrester’s Kodali on Walmart, Target Earnings
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AmCham China Chairman James Zimmerman says the Trump–Xi summit provided greater predictability and clarity for the business community, with both sides showing willingness to stabilize their relationship. He also notes that the “board of trade” agreed upon by the two leaders would help institutionalize business dialogue.
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Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day.

Chapters:
00:00:00 – Bloomberg Surveillance starts
00:05:04 – Tech Stock Pullback Just a Market Pause: NewEdge Wealth’s Dawson
00:29:43 – AI Moving From ‘Hype’ to Real Execution: JPM’s Brunner
00:39:48 – Abaxx Markets’ Currie on AI-Driven Commodity Supercycle, Energy Stocks
00:51:34 – Federated Hermes’ Auth Bullish on Stocks Despite Inflation Concerns
01:07:56 – Veda Partners’ Treyz on Risks of Military Escalation in the Gulf
01:21:33 – Home Depot Disappoints on Earnings
01:29:40 – Consumer Remains Resilient: Mastercard’s Meyer
01:39:47 – Barclays Sees Challenges in UK and European Debt Markets
01:52:59 – Liberty Media CEO on the Media Landscape
02:02:52 – ECB May ‘Have to Do Something’ in June, Nagel Says
02:18:14 – Seaport’s Goldberg Cautious on Nvidia Ahead of Earnings
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Boeing Co. appears to have secured its long-awaited order from China during US President Donald Trump’s visit to the country, but whatever accord was reached remained nebulous on numbers, aircraft type and a sense of timing. 
Sid Philip, Bloomberg Chief Correspondent for Global Aviation, discusses the lack of context around the agreement as well as Trump’s pronouncement that Beijing might dramatically expand its initial commitment.
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A global bond selloff eases while stocks decline amid rising oil prices. President Trump expresses frustration with Iran, saying “the clock is ticking” on making a deal. The White House says China has agreed to buy at least $17 billion of US agricultural products and establish boards of trade and investment after the summit between President Trump and President Xi. Sharon Bell of Goldman Sachs discusses the equity market as investors look ahead to Nvidia’s earnings report later in the week. Jude Blanchette of the RAND China Research Center analyzes the outcomes of the Trump-Xi summit.

Chapters:
00:00:00 –
00:00:00 – Bloomberg Brief
00:00:46 – Global Market Check
00:03:35 – First Look Movers
00:11:37 – Trending on the Terminal
00:13:44 – Sharon Bell, Goldman Sachs Senior European Equity Strategist
00:21:17 – First Look Movers
00:28:24 – Trending on the Terminal
00:33:20 – Jude Blanchette, RAND China Research Center Director & Distinguished Tang Chair in China Research
00:40:48 – What to Watch
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