“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 – The China Show opens
00:03:47 – US bond market rout deepens
00:08:19 – Alpine’s Yan Wang on China, EM markets
00:16:20 – AI firms testify at Australian parliamentary inquiry
00:26:53 – AI spending drives Hon Hai sales growth
00:28:11 – Germany, France push trade weapon to restrict China access
00:32:54 – AMRO’s Runchana Pongsaparn on ASEAN’s growth trajectory
00:46:23 – HSTECH remains muted amid a broader tech rally
00:52:07 – MS Capital’s Kate Zhang on the outlook for China quant firms
01:00:51 – US long-end yields hit highest levels since 2002
01:03:03 – Is Japan’s bond rotation becoming France’s nightmare?
01:11:44 – Exclusive: Bakai Bank’s Andreas Meletiou on lending opportunities in Hong Kong
01:20:17 – Breaking: Moonshot said to close pre-IPO funding round at $50B valuation
01:24:31 – Exclusive: Australian Treasurer Jim Chalmers on the impact of higher borrowing costs
01:29:46 – How is Huawei driving a rally in HSBIO?
——–
More on Bloomberg Television and Markets

Like this video? Subscribe and turn on notifications so you don’t miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.

Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/

Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/

More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio

Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals

Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts

source

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. Jim O’Neill, Former Goldman Sachs Asset Management Chairman and Former UK Government Minister, says the Conservatives needs to figure out what they stand for and rebuild. Joachim Fels, Global Economic Advisor at PIMCO, says recession is likely in the US and EU.

source

On the early edition of Balance of Power, Bloomberg Washington Correspondents Joe Mathieu and Kailey Leinz discuss the latest from DC. On today’s show, Kpler Head of Policy and Geopolitical Risk Michelle Brouhard, Harvard Kennedy School Ash Center Visiting Democracy Fellow Jeanne Sheehan Zaino, Friday Reporter Public Affairs Founder Lisa Camooso Miller and Former Senior Economic Advisor to President Donald Trump Stephen Moore.

Chapters
00:00:00 Radio Balance of Power: Early Edition
00:02:10 Markets: Stocks Rise as Oil Remains Volatile
00:03:49 White House Launches Lisa Cook Investigation
00:06:40 Trump Heads to New York for the Midterms
00:08:13 Iran Escalates Attacks in the Strait of Hormuz
00:10:08 Oil Flows, Shipping & the Strait of Hormuz
00:13:30 Tanker Shortages, Insurance & Rising Oil Costs
00:15:16 Houthis, Red Sea & Global Shipping Risks
00:16:24 Hurricane Threatens U.S. Oil Production
00:19:03 Markets: Stocks Rise Despite Energy Concerns
00:20:51 ICE Shooting Sparks Backlash in New York
00:22:35 Inside the Investigation Into the ICE Shooting
00:26:03 Political Panel: Immigration & the Midterms
00:29:37 Latino Voters, ICE & Election Concerns
00:34:06 Consumer Sentiment Hits a Five-Month Low
00:37:29 Midterm Debates Focus on Affordability
00:39:14 Stephen Moore on the Economy & Midterms
00:42:05 AI, Data Centers & the Construction Boom
00:43:18 Trump Pushes New Action on Diesel Prices
00:45:04 Inflation, Interest Rates & the Fed
00:46:36 Lisa Cook, the Fed & the White House Investigation
——–
More on Bloomberg Television and Markets

Like this video? Subscribe and turn on notifications so you don’t miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.

Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/

Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/

More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio

Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals

Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts

source

Billionaire Ray Dalio warned that artificial intelligence is a “classic bubble” that is nearing a bursting point thanks to rising interest rates and the need to turn wealth into cash.

A rally in stocks came to a halt and global bonds fell as mounting attacks on tankers in the Middle East pushed oil prices higher. Futures for the S&P 500 stood pat after the index hit a record high in the previous session. Europe’s Stoxx 600 fell 0.6%, ending a three-day run of gains. SK Hynix fell nearly 3% in South Korea ahead of the expiry of a lockup on its American depositary receipts.

The Opening Trade has everything you need to know as markets open across Europe. With analysis you won’t find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards, Guy Johnson and Tom Mackenzie.

Chapters:
00:00:00 – The Opening Trade Begins: SpaceX, Oil and Bonds
00:01:35 – Tech Rally, Market Breadth and SpaceX’s $40 Billion Financing
00:04:45 – Strait of Hormuz Attacks Drive Oil and Shipping Costs Higher
00:06:43 – French Bond Selloff and ECB Intervention Risks
00:10:30 – SpaceX Seeks $40 Billion for Nvidia Chips
00:13:47 – Plurimi Wealth Chief Investment Officer Patrick Armstrong on Semiconductors and AI Spending, France, Europe and the US Debt Outlook
00:21:40 – Need to Know: Russia, Israel and HSBC Job Cuts
00:24:41 – European Bonds, French Protests and Fiscal Pressure
00:26:39 – Marine Le Pen’s Budget Plans Under Scrutiny
00:28:08 – UBS IB European Rates Strategy Head Reinout De Bock on French Debt, Italy and European Rates, Europe’s Energy Risks and ECB Policy
00:38:27 – Markets in 3 Minutes: Higher Yields and AI-Led Market Growth
00:42:03 – Stock to Watch: ABN Amro, HSBC and Orange
00:48:03 – European Trading Opens in the Red
00:50:42 – Bank of America US Equity & Quantitative Strategy Head Savita Subramanian on S&P 500 Breadth and Valuations, Why Bonds Are Becoming More Attractive
00:58:58 – European Stock Movers: Bridgepoint, Pennon and Porsche
01:01:14 – HSBC Job Cuts and AI’s Impact on Wealth Management
01:04:14 – Jamie Dimon on AI Investment and Rising Rates, AI Risks and Data Center Expansion
01:11:11 – European Stocks Fall as Bond Yields Rise
01:12:50 – Hormuz Attacks, HSBC Cuts and SpaceX Financing
01:14:00 – Hamilton Lane Co-CEO Erik Hirsch on AI Borrowing and Private Credit Risks, Private Credit, Defaults and Consumer Resilience
01:23:27 – Apollo on Financing the Data Center Buildout
01:25:32 – Iran Steps Up Attacks in the Strait of Hormuz
01:27:14 – Saudi Arabia, Yemen and U.S. Military Support
01:30:13 – French Bond Yields and the ECB Intervention Threshold, FOMC Minutes and the US Yield Curve
01:34:39 – What’s Ahead
——–
More on Bloomberg Television and Markets

Like this video? Subscribe and turn on notifications so you don’t miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.

Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/

Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/

More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio

Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals

Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts

source

Watch Bloomberg on this Election Night as the polls start closing and the results of this historic election start coming in. A special edition of Bloomberg Surveillance will be up first. We’ll have guests from around the country and reporters to provide coverage of various market, policy and debt angles. We’ll also cover all the down ballot races and worldwide reaction. Among the guests tonight: Former Sen. Pat Toomey, Former US Treasury Secretary Lawrence Summers, Pimco’s Libby Cantrill. If Vice President Kamala Harris or former President Donald Trump speak, you’ll hear from them too.

#politics #trump #election #kamalaharris #polls

Get live results here:
https://tinyurl.com/588uvv22

Sign up for the Balance of Power newsletter for the latest political news, analysis, charts, and dispatches from around the globe. https://bloom.bg/3yEZvWd

More on Bloomberg Television and Markets

Like this video? Subscribe and turn on notifications so you don’t miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.

Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/

Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/

More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio

Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals

Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTech
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@Bloomberg-News
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts

source