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19.08.25 - 14:24
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Treasury Secretary Bessent: My strong belief is there will be a meeting between Putin and Zelenskyy (CNBC)
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Treasury Secretary Scott Bessent joins 'Squawk Box' to discuss the Alaska summit between President Trump and Russian President Vladimir Putin, Trump's meeting with Ukrainian President Zelenskyy and other European leaders, Trump administration's decision to allow Nvidia and AMD to sell chips to China in exchange for 15% of revenues from the chip sales, reports of the government taking a stake in Intel, candidates to replace Fed Chair Powell, and more....
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19.08.25 - 14:24
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Treasury Secretary Bessent: India is profiteering from Russian oil (CNBC)
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Treasury Secretary Scott Bessent joins 'Squawk Box' to discuss the Alaska summit between President Trump and Russian President Vladimir Putin, Trump's meeting with Ukrainian President Zelenskyy and other European leaders, Trump administration's decision to allow Nvidia and AMD to sell chips to China in exchange for 15% of revenues from the chip sales, reports of the government taking a stake in Intel, candidates to replace Fed Chair Powell, and more....
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19.08.25 - 13:18
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Trump Pushes Putin-Zelenskiy Meeting, SoftBank′s $2 Billion Bet on Intel | The Opening Trade 8/19/25 (Bloomberg)
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US and European officials will immediately work on providing Ukraine with robust security guarantees to open a path for a landmark meeting between presidents Vladimir Putin and Volodymyr Zelenskiy, according to people familiar with the matter.
SoftBank agreed to buy $2 billion in Intel Corp. stock, a move that extends its US investment effort and offers a vote of confidence in the struggling chipmaker.
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The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards, Guy Johnson and Kriti Gupta. (Source: Bloomberg)...
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15.08.25 - 15:01
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Futures Flat Ahead Of Retail Sales, Trump-Putin Summit (ZeroHedge)
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Futures Flat Ahead Of Retail Sales, Trump-Putin Summit
US equity futures are slightly higher , hovering near all time highs as traders bet that data on Friday will bolster the case for interest rate cuts even as the latest BofA card data hints at a big beat in today's retail sales print (see preview here); tech stocks lag. As of 8:00am S&P futures are 0.2% higher following back-to-back record closes earlier in the week, with Nasdaq futures modestly in the red after incremental headlines since yesterday's close which were net negative, with soft guidance from AMAT on uncertain macro environment in Semis and weaker China activity data. Pre-market, NVDA fell 0.3%, with the rest of Mag 7 moving higher; Health Care and Financial are outperforming. Intel rose more than 3% in premarket trading on a report that the US government may buy a stake in the struggling chipmaker. US Treasuries are mixed, with the yield on two-year notes falling one basis point to 3.72%. The yen led gains among major c...
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15.08.25 - 13:30
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Trump, Putin Gear Up for Alaska Meeting; US Mulls Stake in Intel | Bloomberg Brief 8/15/2025 (Bloomberg)
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US equity futures are mixed after notching another record high, brushing off a hotter-than-expected PPI data while traders trim expectations for the Fed's rate cut. Presidents Trump and Putin prepare for their meeting in Alaska to discuss the war in Ukraine. The Trump administration is said to be in talks to take a stake in Intel. Chris Watling of Longview Economics expects a "summer turbulence" in equity markets. Kevin Gordon of Charles Schwab discusses the Fed's rate path. “Bloomberg Brief” delivers the market news, data and analysis you need to set your agenda. (Source: Bloomberg)...
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15.08.25 - 12:37
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Intel Stock Up After US Stake Speculation, Trump-Putin Summit in Alaska | The Opening Trade 8/15 (Bloomberg)
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The Trump administration is in talks with Intel to have the US government take a stake in the beleaguered chipmaker, according to people familiar with the plan, in the latest sign of the White House's willingness to blur the lines between state and industry. A deal would help shore up Intel's planned factory hub in Ohio, said the people, who asked not to be identified because the deliberations are private.
Donald Trump and Vladimir Putin will measure success at their summit in Alaska very differently, with Trump seeking a ceasefire in Ukraine and Putin seeing the meeting as a win without making concessions.
The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Kriti Gupta, Guy Johnson and Valerie Tytel. (Source: Bloomberg)...
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15.08.25 - 12:18
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Trump Set to Meet Putin, US Discusses Intel Stake | The Pulse 8/15/2025 (Bloomberg)
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Russian President, Vladimir Putin, seeks to strengthen his rapport with Donald Trump as the two leaders prepare ahead in Alaska.
Bloomberg learns the Trump administration is in talks with Intel to have the US government take a stake in the struggling chipmaker.
And Manchester United legend Gary Neville says AIG's investment in Salford City FC, the League Two football club he co-owns, will help drive the club to further success on and off the pitch.
Today's guests:
Myles Bradshaw, Head of Global Aggregate Strategies at JP Morgan Asset Management, Maria Demertzis, Europe Leader of the Economy, Strategy, and Finance Center at The Conference Board, Anthony Brenton, UK Ambassador to Russia from 2004 to 2008, Gary Neville, co-owner of Salford FC and former Manchester United player. (Source: Bloomberg)...
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14.08.25 - 13:24
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Trump Warns Putin Ahead of Meeting; Apple Plans AI Comeback | Bloomberg Brief 8/14/2025 (Bloomberg)
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US equity futures are muted and bitcoin retreats after hitting a record high ahead of PPI and jobless claims data. President Trump warns President Putin of “very severe consequences” if the Russian leader doesn't agree to a ceasefire in Ukraine later this week. Apple is said to be planning an AI comeback with new devices. BlackRock's Wei Li sees a challenging market environment amid lingering uncertainties. State Street's Marvin Loh discusses the Fed's rate path.
“Bloomberg Brief” delivers the market news, data and analysis you need to set your agenda. (Source: Bloomberg)...
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14.08.25 - 12:24
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Trump Issues Putin Warning, Apple to Renew AI Push | The Pulse 8/14/2025 (Bloomberg)
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President Trump says Russia will face consequences if Vladimir Putin does not agree to a ceasefire with Ukraine, as the two leaders prepare to meet in Alaska on Friday.
Treasury Secretary Scott Bessent makes his most explicit call yet for the Fed to begin a cycle of deep cuts to US interest rates.
Speaking to Bloomberg TV, Bessent said the current central bank leadership has been taking too much of an old-fashioned approach to monetary policy.
And Apple plots its AI comeback with an ambitious slate of new devices, including robots, a lifelike version of Siri, a smart speaker with a display and home-security cameras.
Today's guests: Themis Themistocleous, EMEA CIO Office Head at UBS Global Wealth Management, Victoria Clarke, UK Chief Economist at Santander CIB, Peter Trubowitz, Professor of International Relations at the London School of Economics. (Source: Bloomberg)...
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13.08.25 - 16:54
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Bessent on Fed Rate Cuts, Nvidia Chips in China, Trump′s Summit With Putin (Bloomberg)
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US Treasury Secretary Scott Bessent says the Federal Reserve's benchmark interest rate should be at least 1.5 percentage points lower than it is now. He also talks about replacing Fed Chair Jerome Powell, possibly reaching a deal with China to let them use Nvidia chips, President Donald Trump's scheduled summit with Russia's Vladimir Putin and Trump's pick to lead the Bureau of Labor Statistics. He speaks on "Bloomberg Surveillance." (Source: Bloomberg)...
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11.08.25 - 18:15
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Ahead Of Trump-Putin Summit, Zelensky Warns Any Decisions Taken Without Ukraine Are "Stillborn" (ZeroHedge)
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Ahead Of Trump-Putin Summit, Zelensky Warns Any Decisions Taken Without Ukraine Are "Stillborn"
By Jane Foley, senior FX strategist
The Nasdaq ended Friday at a fresh all-time high, lifted by big tech and a very good week for Apple. The week brought the start of new tariff rates on exports from dozens of countries to the US, but sentiment found support on news of concessions, particularly the exemption on semiconductor tariffs for companies that produce in the US. Over the weekend news emerged that Nvidia and AMD have agreed to give the US government 15% of revenues received from chip sales in China in exchange for export licences. The news highlights the controversy over the sales of H20 chips to China. Some US security commentators have warned that the chips will enhance China's military and undermine the US' relative strength in AI.
Looking ahead, some countries are still hoping for a reduction in their specific tariff rate, Switzerland and India amongst them. The Swiss govern...
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11.08.25 - 15:12
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Critical issue for Trump-Putin meeting will be securing unconditional ceasefire: Michael Froman (CNBC)
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Michael Froman, Council on Foreign Relations president and former U.S. Trade Representative, joins 'Squawk Box' to discuss President Trump's meeting with Russian President Vladimir Putin this week, what the main objective of the meeting will be, reports of Nvidia and AMD paying 15% of China chip sales revenues to the U.S. government, U.S.-China trade tensions, Trump's tariff agenda, and more....
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11.08.25 - 13:54
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Nvidia-AMD Deal on China Chip Sales, Trump & Putin to Meet in Alaska | The Opening Trade 8/11 (Bloomberg)
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Nvidia and AMD agreed to pay 15% of their revenues from Chinese AI chip sales to the US government in a deal to secure export licenses, an unusual arrangement that may unnerve both US companies and Beijing. Nvidia plans to share 15% of the revenue from sales of its H20 AI accelerator in China while AMD will deliver the same share from MI308 revenues.
Donald Trump plans to meet Russian President Vladimir Putin in Alaska as the US president looks to broker an agreement that will bring an end to the war in Ukraine.
Trump wrote Friday in a social media post, “Further details to follow.”
The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Kriti Gupta, Guy Johnson and Valerie Tytel. (Source: Bloomberg)...
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11.08.25 - 13:54
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Stocks Waver Ahead of Busy Week of Data, Trump-Putin Meeting | Bloomberg Brief 8/11/2025 (Bloomberg)
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US equity futures edge slightly higher as investors head into a week full of key economic data. Oil reverses earlier declines as Presidents Trump and Putin are set to meet on Friday to discuss ending the war in Ukraine. Gold futures in New York fall as traders seek clarification from the White House over its surprise tariff policy last week. Nvidia and AMD agree to pay the US government 15% of their revenues from Chinese AI chip sales. Ella Hoxha of Newton Investment Management says the current complacency in markets will likely be tested in the second half of the year. Lauren Saidel-Baker of ITR Economics discusses her outlook for US data. “Bloomberg Brief” delivers the market news, data and analysis you need to set your agenda. (Source: Bloomberg)...
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05.08.25 - 13:12
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Trump Urges India Stop Buying Oil From Russia, Palantir Hits Record Revenue | The Opening Trade 8/5 (Bloomberg)
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Indian Prime Minister Narendra Modi's government hasn't given India's oil refiners instructions to stop buying Russian oil, and no decision has been taken on whether to halt the purchases, people familiar with the situation told Bloomberg, asking not to be named due to the sensitivity of the matter.
Palantir Technologies' unstoppable rally the past year has yielded more than sixfold gains for investors. The firm reported a 48% increase in second-quarter revenue as it topped $1 billion in a quarter for the first time, saying artificial intelligence was having an “astonishing impact” on its business.
The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Kriti Gupta, Oliver Crook and Valerie Tytel. (Source: Bloomberg)...
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