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Market Poised for 'Hawkish' Fed Chair Warsh, Lyngen Says

Ian Lyngen, head of US rates strategy at BMO Capital Markets, discusses what to expect from the Federal Reserve's first policy decision under Chair Kevin Warsh. "The energy shock remains extremely topical for monetary policymakers and will probably ultimately drive the tone of what we hear from Warsh," he tells Bloomberg Television.

Read more: Market Poised for 'Hawkish' Fed Chair Warsh, Lyngen Says
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EIB's Calviño Says Brexit Divided Europe's Capital Markets

European Investment Bank President Nadia Calviño discusses the lender's investment in security defense, tech and energy projects in an interview with Bloomberg TV's Guy Johnson. She said the UK's exit from the European Union is partly responsible for the EU's failure to integrate its capital markets. "We shouldn't underestimate the importance of Brexit," Calviño said on Wednesday. "London was Europe's financial market, and after Brexit we have divided our forces."

Read more: EIB's Calviño Says Brexit Divided Europe's Capital Markets
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Iran to See Broad Financial Gains in US Peace Deal

The US and Iran plan to formally sign a memorandum of understanding on Friday in Switzerland. The interim deal would allow Iran to start oil exports immediately and gain access to a $300 billion economic development program following negotiations for a permanent peace agreement. Tyler Kendall reports on Bloomberg Television.

Read more: Iran to See Broad Financial Gains in US Peace Deal
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China's Zhipu Gets Lone 'Short' Call After 1,100% Rally

Despite Zhipu being the hottest stock on the HSTECH Index this year, Felix Wang of Hedgeye Risk Management says the fair value for the stock on the short side is HK$407. He adds that Zhipu lacks pricing power, particularly after the release of DeepSeek's V4 model, which has triggered a price war among Chinese AI firms. He spoke on "Bloomberg: The China Show."

Read more: China's Zhipu Gets Lone 'Short' Call After 1,100% Rally