Henry Fernandez, Chairman and CEO at MSCI, discusses Oracle's force majeure notice in the context of heavy borrowing and large investments tied to the long-term AI story. He goes on to talk about global inflation that may linger and the Fed may need to hike again, framing the segment around pressure in markets and the cost of capital. He speaks with Romaine Bostick & Sally Bakewell on "The Close."
Maria Vassalou, Head of the Pictet Research Institute, discusses the deepening global bond rout and Treasury market pressure. She goes on to talk about the growing talk of a U.S. debt reckoning is being overstated too soon, setting up a broader conversation about whether current market concerns are getting ahead of the underlying economic reality. She speaks with Romaine Bostick on "The Close."
George Maris of Principal Asset Management discusses the growing pressure on equities from the bond market. The conversation focuses on whether the recent rise in yields, both overall and in terms of the speed of the move over the past few months, has reached a level where stock investors should be increasingly concerned. He speaks to Romaine Bostick & Sally Bakewell on "The Close."
NATO Secretary General Mark Rutte said Russian President Vladimir Putin is 'not playing ball' when it comes to progress on Ukraine peace talks. He also argued that Europeans are 'prepared' for Russian hybrid attacks. Rutte spoke with Bloomberg's Annmarie Hordern on the sidelines of the UN General Assembly in New York.
Chile President José Antonio Kast discusses the country's trade relations with China and the US and his outlook for economic growth. (This interview is in Spanish with English translation.)
Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Sally Bakewell, Carol Massar and Tim Stenovec.
President Javier Milei downplays the concerns about Argentina's economy during an interview with Bloomberg News Editor-In-Chief John Micklethwait in New York. (Milei's comments are in Spanish with English translation.)
Nisha Patel, SMA Fixed Income Portfolio Manager at Parametric, and Deirdre Dunn, Head of Rates Trading at Citigroup, join Scarlet Fu on "Bloomberg Real Yield." Global bonds are renewing investors fears about inflation and another Fed rate hike as yields jump.
Republican Senator from Montana Steve Daines said that he views the relationship between the US and China as 'too big to fail,' and says that he is appreciative of the President Trump's respectful approach to the relationship as conversations between the two leaders take place behind closed doors in Washington. Daines also discussed AI regulation and said he wants the US to have thoughtful, but fast paced AI governance.
Miriam Vogel, president and CEO of EqualAI, said that she heard very little partisan rhetoric when she testified on the impact of AI in front of lawmakers and described the creation of AI policy as an 'opportunity for a bipartisan step forward.' Vogel also weighed in on the AI race between the US and China, saying that China is using a 'whole of government approach' with the technology.
Meta is experimenting with new ways to move beyond its social media roots, from the fast-growing Muse AI assistant to smart glasses and its new palm-sized Charm device. eMarketer Senior Analyst Minda Smiley discusses whether Muse marks a turning point for Meta's AI strategy, why the company is testing multiple hardware form factors, and whether its latest products have staying power or risk becoming another short-lived technology fad. She joins Ed Ludlow on "Bloomberg Tech."
Democrat Senator from Colorado Michael Bennet said that the American people want a president more focused on high interest rates and fuel prices rather 'than throwing reporters out of the White House and the glamour of his dinner with the president of China.' Bennet also weighed in on talks around AI safety and said that the Presidents decision to not enact guardrails is an 'extremely naive position.'
