Yields to Keep Climbing on US-Iran Stalemate: Market Analysis
Anna Edwards, Guy Johnson, Tom Mackenzie and Adam Linton break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade."
Anna Edwards, Guy Johnson, Tom Mackenzie and Adam Linton break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade."
Warburg Pincus CEO, Jeffrey Perlman, says Japan is undergoing structural changes that are making the country more attractive to global private equity firms. He spoke exclusively on Bloomberg's Insight with Haslinda Amin about the opportunities emerging in the Japanese market.
Jacco van der Linden, APAC President at Heineken, says rising fuel costs triggered by the Iran war are pushing up Heineken's brewing costs in Asia. He also discussed growth opportunities in the region on Bloomberg's "Insight with Haslinda Amin."
Rain Newton-Smith, Confederation of British Industry chief executive officer, discusses what to expect from Chancellor of the Execequer John Healey's speech at the annual Labour Party conference and in his upcoming budget in October. "We need to see that detailed implementation of a growth plan," Newton-Smith says. She speaks with Bloomberg's Caroline Hepker from Liverpool, where the Labour Party is hosting its annual conference.
Lighthouse Canton Global Asset Management MD & CEO Sanket Sinha believes Asia's private credit is moving beyond the headline artificial intelligence (AI) investment and more into physical and financial infrastructure around AI. He speaks with Haslinda Amin on "Insight with Haslinda Amin."
The direction of capital flows in the Middle East is changing with the US-Iran war making the shift more visible. For decades, the Gulf's relationship with Wall Street was largely defined by capital flowing out and being deployed everywhere. This continues but now the Gulf is also becoming an increasingly important target for global investment. BlackRock Investment Institute Chief Middle East and APAC Investment Strategist Ben Powell spoke to Bloomberg's Abeer Abu Omar on Horizons Middle East & Africa on the flow of investments in & out of the region.
Sushiro is betting that the US appetite for raw fish is big enough to accommodate the casual, mass-market model that made the chain a giant in Japan. But headwinds abound, including a weak yen and increasing competition. Bloomberg TV's Shery Ahn has more.
Iran stuck to its seven-day proposal for reopening the crucial Strait of Hormuz, saying it won't soften its conditions, while President Donald Trump sent mixed signals about his willingness to reach a deal.
Adam Bowe, Managing Director and Head of Australia Portfolio Management at PIMCO, discusses the outlook for Australia's bond market ahead of the RBA's September policy decision, with markets assessing the likelihood of a further 25-basis-point rate increase. He says Australia's rate-hike cycle is fully priced in and the cracks in the economy are being more visible. He speaks with Haidi Stroud-Watts on "Bloomberg: The Asia Trade".
Takuji Aida, Chief Japan Economist at Credit Agricole and an economic advisor to Japanese Prime Minister Sanae Takaichi, says any expansion of Japan's defense spending will likely be spread over many years and shouldn't become a source of significant market anxiety in any single year. He speaks with Shery Ahn on Bloomberg: The Asia Trade.
Cuban Deputy Foreign Minister Carlos Fernández de Cossío tells Bloomberg This Weekend host David Gura that Cuba remains ready for talks with the US, but says continued sanctions and economic pressure are hampering the island's efforts to reform its economy. De Cossío also says Cuba would welcome greater US investment and hopes the confrontation can ultimately end through negotiations.
Bloomberg entertainment reporter Lucas Shaw is on Bloomberg This Weekend examining Paramount Skydance's acquisition of Warner Bros. Discovery and the challenge of turning two legacy media companies into a growing business as cable declines and streaming growth slows. Speaking with Lisa Mateo, Shaw says the merger could reshape Hollywood while raising questions about debt, further consolidation and whether streaming companies such as Netflix need new sources of growth.
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