Mike Wilson, Morgan Stanley’s chief US equity strategist and CIO, explains the recent market volatility is part of an ongoing rotation among cyclical and commodity sectors. He highlights that earnings revision breadth has reached unsustainably high levels, particularly in the semiconductor sector, signaling a near-term rollover. He speaks on “Bloomberg Open Interest.”
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On the early edition of Balance of Power, Bloomberg Washington Correspondents Joe Mathieu and Kailey Leinz discuss the latest from the Middle East. On today’s show, Democratic Congressman Greg Landsman of Ohio, Republican Senator Todd Young of Indiana, former Republican Congressman Patrick McHenry and Atlantic Council Director of the Scowcroft Middle East Security Initiative Jonathan Panikoff.

Chapters:
00:00:00 – Balance of Power: Early Edition 
00:00:18 – House Rejects Spy Powers Extension as Pulte Pick Stokes Unease
00:03:46 – Spy Powers Extension Hits Snag in House After Pulte DNI Pick
00:05:00 – Rep. Greg Landsman on Bloomberg
00:05:02 – House Rejects Short-Term FISA Extension
00:08:54 – Trump Vows New Attacks on Iran, Threatens Key Energy Targets
00:11:39 – Trump Says Us Will Hit Iran Tonight, Take Kharg Island at Some Point
00:12:30 – Republican-Led House Votes to Stop Iran War, Rebuking Trump
00:14:43 – Sen. Todd Young on Bloomberg
00:15:08 – House Rejects Short-Term FISA Extension
00:17:06 – World Cup to Start Amid Geopolitical Tension
00:21:08 – Trump’s $1.5 Trillion Pentagon Request Is Unraveling in Congress
00:24:31 – SpaceX IPO Retail Orders Are Said to Increase to Over $100B
00:27:32 – Frm. Rep. Patrick McHenry on Bloomberg
00:30:58 – Trump Cancels Planned Strike Against Iran Tonight
00:41:30 – Trump Says Time, Place of Iran Deal Signing to Come Soon
00:44:02 – Scowcroft Middle East Security Initiative Jonathan Panikoff on Bloomberg
00:44:45 – Trump: Naval Blockade Will Remain in Full Force
00:49:27 – Trump on Iran Deal, Final Points Were Approved by All Parties
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This week, the Fed holds rates steady, anticipating greater uncertainty and higher prices as war in Iran drives up fertilizer and fuel costs. Plus, letting first-time homebuyers tap retirement savings might ease down payments, but it can also fuel demand and push home prices higher. Later, can farmers respond quickly enough when social media spikes demand for their produce, or do viral trends create more risk than opportunity?

Correct: This video contains an error: Jeff Chia’s name is misspelled

Chapters:
00:00:56 – China’s role in war
00:10:21 – Global fertilizer supply
00:23:47 – Housing affordability
00:34:58 – Matcha’s supply chain problem
00:47:18 – Nicholas Burns on China
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SpaceX has made history with the biggest-ever IPO, sending it into the top ranks of the largest public companies and putting founder Elon Musk on the verge of becoming the world’s first trillionaire.

Iran’s semi-official news agency Mehr says the US and Iran are negotiating a potential agreement that still needs to be reviewed and finalized by authorities in Tehran. It comes after President Donald Trump pulled back threatened military strikes against Iran, claiming again that a deal was close.

And The European Central Bank is prepared to raise interest rates for a second straight meeting next month if the shock from the war in the Middle East requires it, according to Governing Council member Joachim Nagel.

Today’s guests: John Waldron, Goldman Sachs, COO & President; Konstantin Veit, PIMCO Portfolio Manager; Alex Michl, Czech Central Bank Governor; Alex Zhavoronkov, Insilico Founder; Rudolf Minsch, Economiesuisse, Chief Economist

—
“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 with Francine Lacqua
00:00:59 – EXCLUSIVE: John Waldron, Goldman Sachs, COO & President
00:14:45 – SpaceX debut price could jump 35% on shadow trading
00:16:41 – US to withdraw forces from area surrounding Iran under MOU: MEHR
00:18:06 – Konstantin Veit, PIMCO Portfolio Manager
00:23:55 – Friday headlines
00:24:35 – Latest headlines on Iran war and peace efforts
00:27:05 – EXCLUSIVE: Alex Michl, Czech Central Bank Governor
00:36:08 – Alex Zhavoronkov, Insilico Founder
00:44:12 – Rudolf Minsch, Economiesuisse, Chief Economist
——–
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Jensen Huang’s South Korea visit wasn’t all business. The Nvidia CEO met esports legend Faker, dined with tech titans, drew crowds like a rockstar, and even threw out the ceremonial first pitch at a baseball game.
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