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Bloomberg

What the Iran War Reveals About China's Global Role

The war in Iran has reshaped the dynamics between the United States and China, delaying a planned summit between President Trump and President Xi and exposing competing priorities. Former US Ambassador to China Nicholas Burns says Beijing is balancing its political ties to Iran with its deeper economic reliance on Gulf energy supplies, while avoiding direct involvement in the conflict. As Washington and Beijing look ahead to renewed talks on trade, supply chains, and security, the episode highlights both the limits of China's global influence and the broader competition between the two powers.

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Bloomberg

Energy Transition Accelerates Amid Crisis

Oil markets are on edge as geopolitical tensions rise and analysts warn prices could surge toward $200. Rachel Bronson, senior adviser at the Bulletin of the Atomic Scientists and senior at the Chicago Council on Global Affairs joined Bloomberg Open Interest to break down why this crisis is exposing energy vulnerabilities, reshaping global markets, and accelerating the push toward nuclear power.

Read more: Energy Transition Accelerates Amid Crisis
Bloomberg

Infiniti's Comeback Bet

Infiniti is looking to make a comeback in the US, betting on American manufacturing. The company unveiling a new luxury SUV built in Tennessee as it pushes into one of the most competitive segments in the market. Eric Ledieu, Vice President of Infiniti Americas joined Bloomberg Open Interest to talk about the unveil and what's next for Infiniti.

Read more: Infiniti's Comeback Bet
Bloomberg

Morgan Stanley's Tirupattur on Redemptions, Default Rates

Vishy Tirupattur, Morgan Stanley's chief fixed income strategist, addresses concerns regarding recent redemption activity in funds marketed as illiquid. Speaking on "Bloomberg Open Interest," Tirupattur evaluates whether these funds can sustainably meet redemption demands and discusses the implications of their liquidity profiles.

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Bloomberg

JPM's Michele: See Growth Slowdown, But Not Recession Amid $100 Oil

Bob Michele, JPMorgan Asset Management Global Head of Fixed Income, joins Bloomberg Surveillance to discuss current macroeconomic conditions amid the backdrop of the Iran war, as Federal Reserve officials voice growing concern over potential fallout. "At these levels, there's no obvious solution," Michele says, adding that even amid oil hitting $100 a barrel, "We don't see recession, we see growth slowing down a lot from where we had it, inflation going up a little bit," putting the Fed back in wait-and-see mode. Meanwhile, three Fed officials on Thursday expressed growing anxiety over the US economic outlook due to the war in the Middle East, with one policymaker saying the spike in oil prices had shifted the balance of risks for now, leaving inflation as a bigger concern than employment. Michele speaks with Tom Keene and Paul Sweeney.

Read more: JPM's Michele: See Growth Slowdown, But Not Recession Amid $100 Oil