“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, David Ingles gives global investors unique insight, delivering in-depth discussions with the newsmakers who matter.”

Chapters:
00:00:00 – Bloomberg: The China Show opens
00:03:25 – Traders eye rotation into software, data center themes
00:06:27 – Anthropic files for IPO in race with OpenAI
00:11:40 – Nvidia takes on Intel and AMD with new AI chip
00:15:17 – Breaking: Trump cuts tariffs on agricultural equipment to 15% from 25%
00:16:18 – Citigroup Global Markets Asia’s Alicia Yap on Meituan
00:23:14 – China, HK markets open Monday
00:25:44 – Citigroup Global Markets Asia’s Alicia Yap on why she’s bullish on MiniMax
00:29:22 – Bank of Singapore’s Louisa Fok on appetite for AI plays
00:36:51 – Several Chinese labs with military ties seek access to Nvidia AI chips
00:48:47 – What’s moving Asia markets today
00:51:23 – Alert: Tencent moves closer to launching AI agent for WeChat: FT
00:54:56 – Soft China economic data puts pressure on bonds
00:57:01 – Carnegie Endowment for International Peace’s Matt Sheehan on why China is worried about AI and jobs
00:57:21 – Nvidia’s Huang calls AI jobs concerns “nonsense”
01:12:10 – HSBC’s Linda Shu on China’s biotech sector outlook
01:19:24 – Exclusive: Nvidia to partner with MediaTek, Dell and Lenovo
01:24:17 – Boston Consulting Group’s Tjun Tang on their latest Global Wealth Report
01:29:56 – Short-seller Andrew Left found guilty of securities fraud
——–
More on Bloomberg Television and Markets

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On this episode of Bloomberg Businessweek Daily, Alexis Christoforous and Matt Miller speak with Jordan Fabian on the latest from Washington DC ahead of Treasury Secretary Scott Bessent’s press briefing. They also spoke with Bloomberg News US Treasury Reporter, Dan Flatley on the latest developments from the briefing.

Chapters:
00:00:00 – Bloomberg Businessweek Daily
00:02:20 – Bessent Warns Oman US to Target Anyone Involved in Strait Tolls
00:05:19 – US, Iran Agree on Further Truce Pending Sing Off, Sources Say
00:08:49 – Treasuries Rise After Reported US-Iran Deal to Extend Truce
00:10:33 – US Secretary of the Treasury Scott Bessent Speaks at Press Briefing
00:12:13 – Bessent: Trump Accounts Will Launch on July 4
00:13:11 – Bessent: Oil to be Lower than Pre-Conflict Levels
00:20:41 – Bessent: Nothing on the Table with Iran Until Strait Opens
00:28:49 – Bessent: There Can Be No Iran Deal Without Enriched Uranium
00:35:58 – US is AI Super Power, China is Second
00:39:41 – US Has Put Hardest Sanctions on Russia
00:43:47 – Bessent: Had Breakfast with Kevin Warsh Today
00:46:29 – Bessent on Iran: Trump Has 3 Conditions for a Deal
00:51:54 – Retail Stocks Surge US Shoppers Surprising Wall Street
00:55:22 – CVS Returns Zepbound to Drug Plans After Lilly Slashes Price
——–
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Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Katie Greifeld, Carol Massar and Tim Stenovec.
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Listen to Bloomberg This Weekend for unique conversations spanning news, politics, lifestyle and culture.
David Gura, Christina Ruffini and Lisa Mateo bring you unique discussions and in-depth conversations with lawmakers, business leaders and cultural icons.
Bloomberg This Weekend gives you insight to make sense of the world.

Today’s show includes conversations with:
– Bloomberg News Reporter Jeff Mason
– Bloomberg TV Chief Europe Correspondent Oliver Crook
– Bloomberg Colombia Bureau Chief Andrea Jaramillo
– Bloomberg Economics Lead Chris Kennedy
– Bloomberg Opinion Columnist Gautam Mukunda
– Bloomberg Business of Sports Host Vanessa Perdomo
– Former National Security Advisor John Bolton
– Bloomberg Opinion Columnist Ron Brownstein
– Bloomberg Opinion Columnist Erika Smith
– Bloomberg Opinion Columnist Adrian Wooldridge
– Bloomberg Pursuits Luxury Reporter Sarah Rappaport

Here are the stories we’re covering today:
-Several Americans were hurt in a missile attack on a Kuwaiti air base over the past day as negotiations to extend the ceasefire with Iran dragged on without conclusion.
– Japan rejected China’s accusation that it’s pursuing “new militarism,” a sharp rebuke against Beijing as tensions between the two countries continue to simmer. 
– The US and Iran have reached a tentative deal to extend a ceasefire by 60 days and launch further talks on Tehran’s nuclear program, a person with knowledge of the matter said, raising hopes the three-month conflict could be nearing a resolution.
– Ukraine is running short on key US-made air-defense supplies that it needs to intercept Russia’s ballistic missiles, President Volodymyr Zelenskyy said in a letter to Donald Trump and US Congress seen by Bloomberg.
– Colombians go to the polls to elect a new President. Three candidates are in focus: Ivan Cepeda, incumbent Gustavo Petro’s left-wing heir; Paloma Valencia, backed by former President Alvaro Uribe and representing Colombia’s traditional right; and Abelardo de la Espriella, a right-wing outsider described as “a mix of Milei and Bukele.” The two candidates with the most votes will likely face each other in a June runoff.
– The Trump administration launched its “Economic Fury” campaign to hobble Iran’s economy with sanctions more than a month ago. So far, the country is unbowed.
– Madison Square Garden Sports Corp. hit a fresh record on Tuesday, lifted by investor enthusiasm after the New York Knicks clinched their first NBA Finals berth in nearly three decades.  
– Tom Steyer is vying to become California’s next governor. He is now out-polling several competitors with government experience, including a former congresswoman and an ex-mayor of Los Angeles. California’s primary system allows the top two candidates to advance to the general election regardless of party. Recent polls show Steyer in third place, close behind Democrat Xavier Becerra — US health and human services secretary under President Joe Biden — and Republican commentator Steve Hilton. 

#politics #trump #iran , #iranwar, #elections #electionnews #taiwan #taiwannews #singapore #chinanews #china #colombia #california #ukraine #ukrainerussiawar #russia

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On today’s Big Take podcast, David Gura and Bloomberg’s Drake Bennett and Jordan Robertson break down the case of Eileen Wang — the former mayor of an affluent Los Angeles suburb who recently pleaded guilty to acting as an agent of the Chinese government — and what her story reveals about China’s US espionage operations.
——–
More on Bloomberg Television and Markets

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