Paul Sankey, president at Sankey Research, warns of oil market risk from tightness in US refining capacity as diesel reaches new record highs. Sankey discusses the effects of a potential US diesel export ban and the lingering impacts he sees for the global oil market through the end of this year and into 2027. He speaks on "Bloomberg Surveillance."
Kelsey Berro, fixed income portfolio manager at JPMorgan Asset Management, explains the geopolitical and economic catalysts she sees stabilizing US Treasury yields. She speaks on "Bloomberg Surveillance."
Brent fell toward $99 a barrel, after tumbling over the previous four sessions. Oil erased earlier gains on a report that Iran could reopen the Strait of Hormuz if the US lifted a blockade of its ports. US President Donald Trump is set to address the United Nations General Assembly in New York later, and he may meet with his Iranian counterpart, Masoud Pezeshkian. Bloomberg's Will Kennedy breaks down the situation.
Anwiti Bahuguna, global co-chief investment officer at Northern Trust Asset Management, discusses the artificial intelligence trade, and says US stocks are undervalued based on the earnings picture. "You buy more stocks in that environment," she tells Bloomberg Television.
Novo CEO Mike Doustdar discusses investor confidence, drug testing and the potential for expanding the firm's obesity offerings. "We should also have a mindset that we don't have a patent or a monopoly on all the good ideas," Doustdar tells Bloomberg Television. "When there is a gap, strategically or scientifically, we're looking outside to see how we can fill the gaps."
Anna Edwards, Guy Johnson and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade."
The UK has agreed to support Saudi Arabia's military in countering the Houthis, as the kingdom comes under frequent attack from the Iran-backed militants. Refueling of Saudi jets on missions that the UK considers defensive will begin in the coming days, and the operation is expected to last weeks. The decision represents one of Andy Burnham's first significant military decisions since becoming prime minister in July. Bloomberg's Stuart Livingstone-Wallace reports.
US and Chinese officials discussed artificial intelligence, investment and trade during a second day of talks in New York on Monday. The focus is on whether the two nations can agree on extending a trade truce set to expire in November, and how long any new agreement could last. Bloomberg's Stephen Engle reports.
Max Neukirchen, Global Co-Head of Payments at JPMorgan, discusses the business opportunities in India's merchant payments sector. He speaks with Menaka Doshi at the sidelines of the JPMorgan India Conference in Mumbai.
Australia is betting on AI to drive economic growth over the next 40 years. The Treasury's Intergenerational Report says the technology is expected to help deliver its long term labor productivity target of 1.2% a year. It also estimates $150 billion could be spent on data centres by 2030. ANZ's Group Chief Economist, Richard Yetsenga, joins "Bloomberg: The Asia Trade" to discuss what this means for Australia's growth outlook.
Wayne Dai, Chairman, CEO and President of Shanghai listed chip-design firm VeriSilicon, discusses his company's business and growth strategy, as it looks to expand to more markets globally. He speaks with Shery Ahn on the sidelines of CITIC Securities' International Investors' Forum on "Bloomberg: The Asia Trade".
Geoff Raby, Former Australian Ambassador to China, discusses his expectations for the summit between US President Trump and Chinese President Xi, that will focus on topics like trade and AI. He speaks with Haidi Stroud Watts on "Bloomberg: The Asia Trade".
