Julian Emanuel Sees Upside in 'Unloved' Tech Stocks
Julian Emanuel, chief equity and quantitative strategist at Evercore ISI, explains why he expects tech earnings to drive the next round of market gains.
Julian Emanuel, chief equity and quantitative strategist at Evercore ISI, explains why he expects tech earnings to drive the next round of market gains.
Taiwan Semiconductor Manufacturing Co. has discussed price increases with clients of as much as 10% for chips in 2027 to cover the rising cost of manufacturing materials, the Nikkei reported. Matthew Bloxham of Bloomberg Intelligence has more.
Anna Edwards, Tom Mackenzie and Adam Linton break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade."
Max Kettner, chief multi-asset strategist at HSBC, discusses the outlook for equities and potential risks to his "max bullish" stance. "Ahead of the midterms, after the earnings season, in a month, month and a half, I think that's probably the time where you want to take a little bit of your foot off the gas," Kettner tells Bloomberg Television.
The Bureau of Meteorology has declared a "very strong" El Nino, warning it could be the most severe in decades. Fitch Ratings says Australia's utilities and agriculture sectors are among the most exposed, with hotter and drier conditions set to strain water supplies, lift electricity demand, and heighten bushfire risk. Fitch's Director for APAC Corporates Bruce Li, joins "Bloomberg: The Asia Trade" to discuss the implications for Australian firms.
PIMCO Global Economic Advisor and Former Fed Vice Chair Richard Clarida expects the US Federal Reserve to be on a 'wait and see' mode when it comes to interest rate direction this year, given the Iran war and inflation dynamics in the US. He speaks with Paul Allen on "Insight with Haslinda Amin."
JSW Steel Joint MD & CEO Jayant Acharya discusses the company's growth strategy and says he expects raw material costs to decline in the coming quarters. He speaks with Paul Allen on Insight with Haslinda Amin.
The Trump administration vowed to impose a fresh 50% tariff on some Canadian goods over what it said was unfair treatment of American alcohol, cars and dairy. Bloomberg's Derek Decloet discusses the implications.
Australian Minister for Foreign Affairs Penny Wong believes her country must continue to engage with China despite differences, and that it is too important not to. China is Australia's largest trading partner and a major geopolitical power in the Indo-Pacific. She speaks with Minmin Low from the sidelines of the 'ASEAN Foreign Ministers' Meeting' in Manila.
Imax CEO Richard Gelfond discusses the success of "The Odyssey" and the tech driving the company forward. "The Odyssey," the new movie from director Christopher Nolan, was the No. 1 film in the US and Canada over the weekend with $124.5 million in ticket sales.
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