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‘Bloomberg Real Yield’ (07/29/2022)

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Tech Stocks Tank, Final Countdown to Midterm Elections

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The news doesn’t stop when markets close. Hosts David Gura, Lisa Mateo and Nathan Hager bring clarity, context and a bit of humor to the weekend’s biggest headlines, LIVE from New York. Joined by Medical Historian and “Sleuth-Hound” Author Lindsey Fitzharris, European Commission Vice-President and Fmr. PM of Estonia Kaja Kallas, Writer & Journalist Benton Graham, NY Rep. Gregory Meeks and Journalist and Bioethicist Elizabeth Yuko.

Chapters:
00:00:00 – This Weekend Begins
00:01:20 – News Now with Nathan Hager
00:04:05 – Stock Slump as Wall Street Gets AI Wake-Up Call
00:06:07 – AI Debt Fears Hit Fresh Record Highs on Supply, Profit Concerns
00:08:57 – $6.2 Billion Hacked in Crypto’s Biggest Heist
00:10:36 – Trump’s Midterm Chances Amid Affordability Crisis
00:13:49 – Affordability Splintering Support for Republicans
00:18:02 – Nathan Hager with News Now
00:19:26 – Final Results Show No Clear Winner in Israel Election
00:21:09 – Oct. 7th Aftermath Major Issue at Polls
00:24:04 – Record 19 Parliament Seats Went to Arab Parties
00:26:07- Iran War Expected to Intensify After US Midterms
00:31:33 – News Now with Nathan Hager
00:32:28 – Dissecting the Wild History of Medical Practice
00:41:34 – BTW with Nathan Hager
00:48:36 – Top of the Hour with This Weekend
00:49:37 – Headlines with Nathan Hager
00:52:22 – Meta, Alphabet, Intel Share Sales Leave Buyers Far Underwater
00:56:23 – How Binance Hack is Affecting Crypto Exchanges
00:57:54 – Fed Holds Rates Steady With Calls for December Hike
00:59:27 – 6 Financial Sectors to Watch Post-Midterms
01:00:59 – How Election Could Impact Energy Prices, AI & Crypto
01:04:16 – Consumer & Retail Exposed to Trump’s New Tariffs
01:06:36 – G20 Foreign Ministers’ Meeting in Atlanta This Weekend With Leaders’ Summit Set for Mid-December in Miami
01:08:29 – G20 Group Photo Nixed Over Russian Attendance
01:09:30 – Kallas Pushes for More Ukraine Support at G20
01:17:54 – News Now with Nathan Hager
01:20:06 – Nathan Hager with News Now
01:21:49 – Haunted Houses Reviving Dead Neighborhoods
01:30:06 – Venues Adjusting to Rise in Women’s Sports
01:37:06 – Top of the Hour with This Weekend
01:38:48 – Headlines with Nathan Hager
01:41:35 – Rep. Gregory Meeks Joins This Weekend
01:55:06 – News Now with Nathan Hager
01:56:39 – Final Countdown: 3 Days Until Midterm Elections
01:58:29 – Trump to Hold Series of “Telerallies” Today
02:00:09 – How Tuesday Midterms Will Shake Up Washington
02:02:34 – DOJ: Democrats Misled Court on Alaska Senate Race
02:08:36 – Nathan Hager with News Now
02:10:30 – Flávio Bolsonaro Flees Brazil After Defeat
02:15:31 – Brazilian Markets Drop After Lula Wins Election
02:18:36 – Pointed: The News Quiz for Risk Takers
——–
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Wall Street Heavyweights Weigh the Risks to the AI Boom

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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
00:00:33 – Tech rout in focus at HKMA’s Global Financial Leaders’ Investment Summit
00:03:51 – Asian markets take a hit from weakness in US tech but China shows resilience
00:05:52 – EFG International CEO Giorgio Pradelli on Asia’s accelerating wealth creation
00:14:28 – Morgan Stanley Chairman and CEO Ted Pick on the AI investment boom
00:19:07 – Ted Pick on why enterprises cannot afford to fall behind on AI
00:24:05 – RBA lifts benchmark interest rate
00:29:35 – Ares Management CEO and Co-Founder Michael Arougheti on private credit demand
00:40:06 – Wall Street rushes in with bullish calls on India’s top bourse
00:50:08 – Tech rout in focus at HKMA’S Global Financial Leaders’ Investment Summit
00:53:50 – PIMCO CEO Emmanuel Roman on AI financing and sovereign yields
00:57:04 – Emmanuel Roman on Europe’s structural growth, debt and fiscal challenges
01:08:58 – Apple’s tightening margins overshadow upbeat holiday forecast
01:11:23 – Trump’s DOJ rejected by Supreme Court on California ballots
01:15:10 – Penta Group Senior Partner Bryan DeAngelis on the US midterm elections
01:27:19 – Mindspace Business Parks REIT MD & CEO Ramesh Nair on sustained office leasing and rental growth in India
——–
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Stocks Rebound on Strong SpaceX Results; AI Bubble Dispute; Tech Earnings on Deck

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US equity futures rise as SpaceX’s quarterly earnings and Elon Musk’s remarks on a potential SpaceX-Tesla merger boost investor confidence. Citadel’s Ken Griffin warns that investors are “almost certainly” in an AI bubble, while Deutsche Bank’s Christian Sewing says he doesn’t see one. Jensen Huang speaks at the Nvidia GTC event in Berlin. Tesla, Meta, and IBM are set to report earnings. Kallum Pickering of Peel Hunt joins “Bloomberg Brief” on the risks around debt-financed growth. Bernard Mensah, President of Bank of America International joins Bloomberg’s Francine Lacqua for an exclusive conversation at the Berlin Global Dialogue.

Chapters:
00:00:00 – Bloomberg Brief
00:00:45 – Global Markets and Tech Earnings
00:04:47 – SpaceX, Netflix and United Earnings
00:06:52 – SpaceX Tesla Merger
00:09:53 – SpaceX Earnings and Anthropic
00:12:04 – Ken Griffin on the AI Bubble
00:15:09 – UK Inflation and Data Center IPO
00:16:19 – Marco Rubio on Ukraine
00:18:28 – Midterm Election Lawsuit
00:19:55 – US Mexico Trade Tensions
00:25:03 – Kallum Pickering, Peel Hunt Chief Economist
00:33:32 – Bernard Mensah, Bank of America President of International
00:43:01 – Earnings and Markets Ahead
——–
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JD Vance Breaks With Trump on Iran and Israel After US Midterms Collapse

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Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we’ll tell you what matters for investors in Europe, giving you insight before trading begins.

The Republican Party’s generational collapse in this week’s midterm elections ushered in a wave of finger-pointing largely aimed at the Oval Office, exposing deep fissures within the party and opening the door for 2028 hopefuls to hone their message.

Brent oil pushed lower after tumbling more than 8% in the previous session as investors bet that a Democratic sweep in the US midterm elections could accelerate efforts to end the war in the Middle East.

And fears over the future of the AI trade push Asian tech stocks and Nasdaq futures lower, as Democrats pledge new guardrails on data center development.

Today’s guests: Bernd Montag, Siemens Healthineers, CEO; Hetal Mehta, St James’s Place, Chief Economist; Melanie Kreis, DHL Group, CFO

Chapters:
00:00:00 – Daybreak Europe
00:00:15 – Democrats’ Warning to ‘Lawyer Up’ Ripples Through Washington
00:02:46 – Asian Stocks Steady as Traders Rotate Out of Tech
00:06:22 – Republican Blame Game Starts as 2028 Hopefuls Angle for Position
00:11:54 – Post-Midterm Rotation Hits Chips, Boosts China
00:16:36 – Siemens Healthineers to Drop Parent’s Name
00:19:07 – Bernd Montag, Siemens Healthineers, CEO
00:23:18 – France Faces Fresh Protest Wave
00:26:12 – Vance Blames War in Iran, Israel Ties for GOP Midterm Loss
00:28:54 – Hetal Mehta, St James’s Place, Chief Economist
00:37:36 – Melanie Kreis, DHL Group, CFO
00:45:16 – Dollar Can’t Shake Off Midterm Blues
——–
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Oil Prices Jump After US Strikes Iran | The China Show | 7/8/2026

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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, Haidi Stroud-Watts and Avril Hong give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.

Chapters:
00:00:00 – Bloomberg: The China Show opens
00:05:09 – Bloomberg Economics: Lower-intensity conflict between the US and Iran to be a feature in the current environment
00:08:58 – China mulls curbing access to top AI models: Report
00:13:50 – Franklin Templeton Institute’s Christy Tan on why she thinks AI remains compelling
00:23:20 – China, Hong Kong markets open
00:29:01 – Momenta starts trading in HK after $752M IPO
00:32:38 – RBNZ seen raising key rate to 2.5%
00:37:18 – Breaking: US military completes new round of strikes against Iran
00:38:22 – Exclusive: Momenta CEO Cao Xudong on path to profitability
00:51:01 – What traders are watching today
00:55:46 – Oil rises after US strikes Iran
00:59:41 – DeepSeek, Zhipu plan to develop own chips: Reports
01:02:10 – Goldman Sachs’ Si Fu on the outlook for China tech
01:12:21 – US strikes Iran, blocks oil sales
01:18:22 – Indonesia hit with another downgrade warning
01:22:34 – Momenta starts trading in HK after $752M IPO
01:28:24 – Opinion: Memory shortages giving chipmakers leverage in contract talks
——–
More on Bloomberg Television and Markets

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