Anna Edwards, Guy Johnson, and Paul Dobson break down today’s key themes for analysts and investors on “Bloomberg: The Opening Trade.”
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“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
00:00:59 – SK Hynix earnings fall short of lofty expectations
00:08:46 – Robeco’s Joshua Crabb on SK Hynix’s earnings
00:17:53 – US and Saudi Arabia target Iran-backed weapons sites in Iraq
00:27:37 – China prepares to push back against US and EU overcapacity claims
00:33:34 – Breaking: Australian dollar drops after softer inflation data
00:34:44 – Hang Seng Index outperforms Asian stocks
00:37:49 – Rio Tinto profit jumps on strong commodity prices
00:48:42 – Investors navigate earnings season and China’s tech disruption
00:52:49 – Daiwa’s SK Kim remains bullish on SK Hynix
01:05:55 – Will China’s Politburo meeting deliver fresh fiscal support?
01:12:35 – LGT’s Trang Le on upcoming Fed rate decision
01:21:19 – Hongkong Land benefits from recovery in the property market
01:28:36 – Politics meets cinema as China delays Taiwan-themed war epic
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US equity futures slip, pausing an AI recovery in stocks, after South Korean data center company Elice plunged in its trading debut. Ukrainian President Volodymyr Zelenskyy heads to Norway for fresh peace talks as tensions with the US deepens. SpaceX, Netflix, General Motors, RTX, and Northrop are set to report earnings. Jeanne Sun of Citigroup Global Markets joins “Bloomberg Brief” to discuss her outlook for this earnings season.

Chapters:
00:00:00 – Bloomberg Brief begins
00:03:15 – Paul Dobson on Data Center Jitters and Japanese Bonds
00:08:23 – Matt Bloxham on Anthropic Deal and SpaceX
00:13:08 – Ryanair Airfare and Global Headlines
00:14:56 – US Ukraine Tensions and Peace Talks
00:18:43 – Chancellor Merz on Russian Threat
00:20:29 – Front Page News
00:21:33 – US Markets and Earnings Preview
00:26:02 – Jeanne Sun on Markets, Midterms and Treasuries
00:33:49 – Amazon, Social Media and Anthropic
00:36:47 – Farmer Aid Ahead of Midterms
00:40:28 – Defense Earnings
00:42:38 – Market Outlook and Economic Data
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The S&P 500 is poised to move closer to its first record high since August as bonds rally and lower oil prices help ease worries over inflation. OpenAI is said to be in talks with BlackRock and multiple investment funds from the UAE to help anchor a $30 billion financing round. Henrietta Pacquement of Allspring Global Investment discusses factors driving bonds higher.

Chapters:
00:00:00 – Bloomberg Brief
00:00:39 – Asian Markets
00:02:50 – Oil & Middle East Conflict Impact
00:03:12 – US Market Futures & Treasury Auctions
00:03:50 – Corporate Deals
00:05:20 – Global Market Drivers & AI Investment Boom
00:06:56 – Ray Dalio on US Debt Crisis & Treasury Risks
00:08:23 – Mega AI Capital Raises: OpenAI & DeepSeek
00:14:53 – Ray Dalio on Debt, Rates, and Economic Impact
00:19:09 – French Protests, Trump Ad Spending, Credit Default Risks
00:21:20 – European Gas Futures
00:23:10 – Pre-Market Movers: Option Care, Constellation Energy, Nike
00:25:03 – Fixed Income Deep Dive with Henrietta Pacquement
00:33:58 – Trump Executive Order on Red Dye Diesel & Debt Discussion
00:38:36 – Sovereign Funds & Energy Bottlenecks in the AI Race
00:42:19 – What to Watch Ahead: Fed Speakers & Jamie Dimon
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BlackRock CEO Larry Fink says delays in building data centers could raise computing costs and threaten economic growth as demand for artificial intelligence accelerates. “The faster we can build out more data centers, the more compute we have, the faster we can bring down the cost,” Fink tells Bloomberg’s Francine Lacqua on the sidelines of the Berlin Global Dialogue.
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