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Trump Says Tariff Policy Won’t Be Pared Back | Bloomberg: The Asia Trade 1/7/25

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“Bloomberg: The Asia Trade” brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg TV is live from Sydney with Haidi Stroud-Watts and Paul Allen, getting insight and analysis from newsmakers and industry leaders on the biggest stories shaping global markets.

Chapters:
00:00:15 – Bloomberg: The Asia Trade begins
00:05:41 – Trudeau quits after 9 years in power
00:09:35 – Trump says his tariff policy won’t be pared back
00:14:51 – Drummond Capital’s Nick Schoenmaker on Fed policy, market outlook
00:20:17 – South Korea investigators seek extension of warrant for Yoon
00:24:03 – Tencent ADRs drop on addition to Pentagon blacklist
00:29:39 – What’s next in AI for 2025?
00:32:27 – Breaking: Bridgewater cuts 7% of its workforce
00:35:08 – Nippon, US Steel sue to save merger after Biden blocks it
00:40:06 – Yen has rough start to 2025
00:44:04 – Australia PM unveils $4.5B highway upgrade as polls loom
00:47:00 – Japan, South Korean markets open
00:50:20 – Lombard Odier’s Homin Lee on investment strategy
01:00:45 – Blinken lauds Seoul’s democratic response to Yoon’s actions
01:11:36 – US adds Tencent, CATL to Chinese military blacklist
01:15:36 – Bloomberg Opinion: China Vanke’s year of reckoning has finally arrived
01:20:10 – Bill Dudley on Fed policy outlook for 2025
01:25:33 – Ray White Chief Economist Nerida Conisbee on Australia’s housing market
——–
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Who Is Your Dream Odd Lots Guest?

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We caught up with listeners before the Odd Lots live recording at City Winery to hear their favorite episodes, most unexpected takeaways and dream guest picks.

The answers covered everything from logging in Canada to behavioral economics—and a few very ambitious guest requests.
——–
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The $200 Billion Data Center Transforming Louisiana

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Meta’s Mark Zuckerberg wanted to build a massive data center. And Louisiana leaders wanted Meta to choose their state as its home. But making that happen took a lot of negotiation — and secrecy. Bloomberg reporter Riley Griffin takes host Sarah Holder inside the deal.
——–
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Iran Ratchets Up Talk of Controlling Hormuz; Stocks Rally | Horizons Middle East & Africa 6/30/2026

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Iran reiterated its determination to maintain control over maritime traffic moving through the Strait of Hormuz; Deputy Foreign Minister Kazem Gharibabadi said Iran wants to work out an agreement with Oman to oversee ships passing through Hormuz, but will move forward with its own plans if Oman is not interested. Also on the show: Stock rally extends as tech stocks rebound, Japanese Yen weakens to four-decade low; Hormuz traffic picks up as supertankers sail into Persian Gulf; Dubai stocks set for best quarter in a year as war premium ebbs; Chinese economic momentum stirs anew but slowdown remains likely; South African police on high alert before anti-migrant protests; Burnham’s UK devolution plan lacks answers on financial matters. Guests include: Haig Bathgate, Callanish Capital CEO; Victoria Mitchell, Control Risks Maritime Senior Analyst; Erica Tay, Maybank Macro Research Director.

Chapters:
00:07:55 – Iran ratchets up talk of controlling Hormuz
00:09:53 – Haig Bathgate, Callanish Capital
00:15:29 – Victoria Mitchell, Control Risks
00:27:29 – Dubai stocks set for best quarter in a year
00:30:55 – Erica Tay, Maybank
00:36:27 – South Africa anti-migrant protests
00:41:52 – Burnham vows to grow economy by taking powers out of London
——–
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Getting to the World Cup Final Without Losing Your Mind

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Massive crowds, limited parking and packed transit will make getting to the World Cup Final in New Jersey a logistical nightmare. Bloomberg’s Aashna Shah and Randall Williams share the playbook to get to the match.
——–
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Tennis Pro Caroline Wozniacki on Wimbledon

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Tennis champion Caroline Wozniacki sat down with Romaine Bostick and Katie Greifeld on the sidelines of The Wimbledon Court in Central Park. She discusses the future of the sport, player compensation, and advice for her fellow tennis star Serena Williams re-entering competition.
——–
More on Bloomberg Television and Markets

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