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‘Bloomberg Surveillance: Early Edition’ Full (09/12/22)

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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. Jenny Johnson, president and CEO of Franklin Templeton, says private credit has grown dramatically. Gary Shilling, President of A. Gary Shilling & Co. and Bloomberg Opinion Columnist, says earnings will be disappointing.

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Could Xi’s Vision for AI Clash With Trump’s? | Insight with Haslinda Amin 7/17/2026

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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
00:00:11 – Xi seeks global AI sway as security concerns grow
00:06:10 – Trump accuses China of election meddling, threatening truce
00:09:44 – ‘Westlessness’ author Samir Puri on Trump’s China rhetoric
00:16:04 – Samir Puri on global south alignment and mixed tech dependencies
00:19:11 – Stocks slide as chip selloff deepens
00:24:14 – El Niño dry spell hits India widening monsoon deficit
00:27:02 – Former India Agriculture Secretary Siraj Hussain on monsoon shortfall impact
00:32:47 – Siraj Hussain on crop risks, food inflation, and rural income pressure
00:43:59 – US student visa holders face new restrictions under DHS rule
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China AI Shock Hits Chip Stocks | Open Interest 7/17/2026

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Get a jump start on the US trading day with “Bloomberg Open Interest.” A surprise AI breakthrough from China sparks a deeper chip selloff as Apple retakes the title of the world’s biggest company. Netflix tumbles on a disappointing outlook while Wall Street debates its next growth move. Oil climbs as US-Iran tensions escalate. Plus, Mike McKee joins us on improving consumer sentiment, Jason Bazinet on Netflix’s future, and LS Power CEO Paul Segal on how AI is reshaping America’s power grid.

Chapters:
00:00:00 – Open Interest
00:04:23 – Iran Escalation, Strait of Hormuz, U.S. Naval Blockade & Energy Infrastructure Attacks
00:12:08 – High Interest | Trump Media Trading Feed, Canadian Wildfire Smoke & Taco Bell Parasite Outbreak
00:13:51 – Taco Bell Outbreak, Food Safety Risks & Restaurant Industry Impact
00:17:12 – Sarah Hunt Alpine Saxon Woods | AI Selloff, Apple’s Resurgence, Tech Valuations, Capex Fatigue & Market Rotation
00:32:51 – Top Calls | 3M Upgrade, Apple Upgrade & Netflix Downgrades
00:33:42 – Jason Bazinet Citi | Netflix Growth Outlook, Streaming Competition, Sports Rights & Content Monetization
00:40:56 – South Korea ETF Crackdown, Leveraged ETFs & Market Volatility Risks
00:44:22 – Consumer Sentiment, Inflation Expectations, Fed Outlook & Rate Risk
00:47:22 – Joanne Hsu University of Michigan | University of Michigan Survey, Consumer Confidence & Inflation Expectations
00:53:20 – China AI Competition, AI Costs, LLM Adoption, Google Gemini Delay & Chip Outlook
00:58:46 – High Interest | NYC Pay Raise Debate, Aston Martin Financing & Iran Expansion Risks
00:59:50 – Iran Conflict Update, Hormuz Flows, Naval Enforcement & White House Strategy
01:05:42 – Paul Segal LS Power | Power Grid Strain, AI Data Centers, Energy Infrastructure & Natural Gas Demand
01:12:30 – Trump Strategy, Iran War Politics, Energy Prices & Midterm Risks
01:19:09 – Trump Media Strategy, Truth API, Prediction Markets & Profitability Challenges
01:23:54 – World Cup Economics, Adidas vs Nike, Sponsorships & Messi Impact
01:26:46 – Week Ahead | Google & Tesla Earnings, ECB Decision, Airline Earnings & World Cup Final
——–
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Fed Chairman Warsh Testifies Before Congress

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Federal Reserve Chairman Warsh testifies before the House Financial Services Committee.
Warsh said policymakers have no tolerance for high inflation and share a commitment to restoring price stability.
Warsh testified before lawmakers that the number one objective is to get monetary policy right to tame price growth that has been elevated for five years.

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US Launches Fresh Strikes on Iran | Horizons Middle East & Africa 7/16/2026

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Global markets are closely tracking another escalation in the Middle East after the US launched fresh strikes on Iran. President Trump said Iran is eager to reach a settlement but also signaled he is leaning toward expanding US military operations. Iran’s Parliament Speaker Mohammad Bagher Ghalibaf said the country’s national security depends on its Strait of Hormuz strategy, while Vice President JD Vance said the US will not deploy ground troops. Investors continue to weigh prospects for peace against persistent risks around the Strait of Hormuz, as the International Energy Agency warns the global economy remains vulnerable to energy disruptions.
In financial markets, traders pushed expectations for the next Federal Reserve rate hike back to December, while South Korea raised interest rates for the first time since 2023. The KOSPI declined as SK Hynix and Samsung extended their losses, and Seoul announced new measures targeting leveraged ETFs.
In technology and business, Apple received approval to launch AI-powered iPhone features in China through partnerships with Alibaba and Baidu. TSMC and ASML face closely watched earnings reports as investors scrutinize AI spending, while Nvidia CEO Jensen Huang said the Vera Rubin platform remains on track. Anthropic is preparing investor meetings ahead of a potential blockbuster IPO.
Elsewhere, Dangote ended Naira pricing for refined petroleum products, a move that could increase pressure on Nigeria’s currency. The US lifted additional sanctions to support Syria’s economic recovery, Dubai developer Mohamed Alabbar announced plans to invest $20 billion in Syria, and Gulf investment continues flowing into the country as regional powers seek to reduce Iran’s influence. Guests include Fatih Birol, IEA Executive Director; Angelina Lai, St. James’s Place Asia & Middle East CIO; Jean-Paul Van Oudheusden, eToro Market Analyst; and Mohamed Alabbar, Emaar Properties Managing Director & Founder.

Chapters:
00:00:00 – Introduction
00:04:50 – US Launches Fresh Strikes on Iran
00:08:18 – Fatih Birol, IEA Executive Director
00:12:18 – Angelina Lai, ST. James’s Place Asia & Middle East CIO
00:19:18 – Dangote Ends Naira Pricing for Refined Oil Products
00:27:09 – TSMC Earning a Crucial Test for AI Spending Scrutiny
00:31:25 – Jean-Paul Van Oudheusden, eToro Market Analyst
00:37:01 – Mohamed Alabbar, Emaar Properties Managing Director & Founder
00:41:01 – US Repeals Sanctions to Foster Syrian Economic Growth
00:44:25 – Jensen Huang, Nvidia President and CEO
——–
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Hyperscaler Earnings Will Dictate: 3-Minutes MLIV

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Anna Edwards, Tom Mackenzie and Mark Cudmore break down today’s key themes for analysts and investors on “Bloomberg: The Opening Trade.”
——–
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