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01.05.26 - 10:24
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MT′s Cheng Li-wun on US Visit, Peace and Defense Budget (Bloomberg)
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Cheng Li-wun confirms Beijing's positive response to her planned US visit and calls Trump "unpredictable," emphasizing peace and free trade as paramount for Taiwan. She clarifies KMT's defense spending stance, rejecting "blank checks" for the DPP while supporting US arms purchases, also comments on Japan PM Takaichi's "provocative" remarks on Taiwan. (Source: Bloomberg)...
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01.05.26 - 10:01
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Odd Lots: How Taiwan Could Become a Global Chokepoint (Podcast) (Bloomberg)
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The closure of the Strait of Hormuz has highlighted the potential for long-running theoretical chokepoints to turn into reality, with dramatic results for both geopolitics and the global economy. But the hypothetical scenario that policymakers have arguably been losing the most sleep over for decades is the prospect of a major conflict between China and Taiwan. So how likely is it, and what would such a conflict actually look like? On this episode, we speak with Eyck Freymann, author of the new...
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01.05.26 - 09:48
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Aluminum Facing ′Very Large Supply Hole,′ JPM Says (Bloomberg)
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Greg Shearer, JPMorgan base and precious metals research head, discusses the aluminum market and the impact the conflict in the Middle East on prices. "Our outlook in the very near term is still for prices to move up towards $4,000 per metric ton," Shearer tells Bloomberg Television. "There will be demand destruction at those levels," he adds. (Source: Bloomberg)...
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01.05.26 - 09:18
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Iran War: Trump Says Blockade Having ′Incredible′ Effect | Daybreak Europe 05/01/2026 (Bloomberg)
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Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we'll tell you what matters for investors in Europe, giving you insight before trading begins.
On today's show, President Donald Trump has doubled down on the US blockade of Iranian ports, saying it's having an "incredible" effect and Iran's "economy is crashing". Iran's supreme leader has cast doubt on the chances of a deal, releasing a rare statement in which he said Iran would not give up its nuclear technologies.
The Bank of England and European Central Bank both held interest rates, but are considering hiking as soon as June to address inflation triggered by the Middle East conflict.
Today's guests: Jane Kinninmont, United Nations Association UK, CEO; Jackie Bowie, Chatham Financial, Managing Partner & Head of EMEA. (Source: Bloomberg)...
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01.05.26 - 08:31
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Apple Sales Forecast Beats Estimates (Bloomberg)
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Apple delivered a strong revenue forecast for the third quarter, with sales expected to rise 14% to 17% in the period. The company warned that memory-chip costs will increase and that shortages of Mac computers will persist for "several months." Bloomberg Intelligence's Matthew Bloxham breaks down the situation. (Source: Bloomberg)...
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01.05.26 - 08:31
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Ooredoo CEO: Zero Interruptions Due to Regional Crisis (Bloomberg)
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Qatar telco Ooredoo has kicked off the year with steady growth, reporting 1Q revenue up 6% y/y, in line with analyst estimates while profit climbed 4.7%. Group CEO Aziz Aluthman Fakhroo spoke to Bloomberg's Jennifer Zabasajja on Horizons Middle East and Africa on the numbers and growth strategy despite regional tensions. (Source: Bloomberg)...
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