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Sonali Basak highlights the market-moving news you need to know. Today's guests: Wolfe Research Chief Economist Stephanie Roth, BlackRock Total Return Fund Lead Portfolio Manager David Rogal, UBS Global Wealth MGMT Head of Taxable Fixed Income Strategy Leslie Falconio and Goldman Sachs Chief Strategist Lotfi Karoui. Chapters: 00:00:00 - Real Yield opens 00:03:42 - Roth and Rogal on Fed's Next Move 00:05:13 - Roth on Why Fed Won't Cut This Year 00:06:19 - Rogal: Economy Less Sensitive to Shirt-Term Rates 00:15:03 - Falconio: Some Catchup From April Slowdown 00:16:26 - Karoui: Curve Will Steepen From Here 00:21:08 - What to Watch Next -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts

Francisco Blanch, head of commodities and derivatives research at Bank of America Securities, expects to see “lower oil prices, but not necessarily prices crashing,” in the second half of the year and also discusses the growing need for power in the US and his outlook for gold. -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts

Jason Thomas, head of global research and investment strategy at Carlyle, examines the level of investment in artificial intelligence among the big tech companies and the significance of that spending on equity and bond markets and the overall US economy. -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts

"I think finance is probably one of the places where people will continue to want to always be ahead of everybody else," Jan Szilagyi, Reflexivity CEO, says AI will incrementally impact hiring on Wall Street, but for the time being, it will empower current analysts to be more productive https://bloom.bg/4m53QpD

Brian Wieser, Principal at Madison & Wall, discusses the Skydance-Paramount deal gaining FCC approval. Paramount Global’s merger with Skydance Media was approved by the US Federal Communications Commission, which backed the deal after the Trump administration extracted concessions on the news and entertainment company’s political coverage and diversity practices. -------- Watch Bloomberg Radio LIVE on YouTube Weekdays 7am-6pm ET WATCH HERE: http://bit.ly/3vTiACF Follow us on X: https://twitter.com/BloombergRadio Subscribe to our Podcasts: Bloomberg Daybreak: http://bit.ly/3DWYoAN Bloomberg Surveillance: http://bit.ly/3OPtReI Bloomberg Intelligence: http://bit.ly/3YrBfOi Balance of Power: http://bit.ly/3OO8eLC Bloomberg Businessweek: http://bit.ly/3IPl60i Listen on Apple CarPlay and Android Auto with the Bloomberg Business app: Apple CarPlay: https://apple.co/486mghI Android Auto: https://bit.ly/49benZy Visit our YouTube channels: Bloomberg Podcasts: https://www.youtube.com/bloombergpodcasts Bloomberg Television: https://www.youtube.com/@markets Bloomberg Originals: https://www.youtube.com/bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake

David Rosenberg, founder and president, of Rosenberg Research says that the labor market will tell the tale as to whether the Fed will cut rates. July nonfarm payrolls data arrives next week, in what will be a crowded week for the US. Bloomberg Intelligence predicts a hold from the Fed, at its July 29-30 meeting, with at least one dissent - Governor Chris Waller - and possibly another from Fed Vice Chair Michelle Bowman. Bloomberg Intelligence also forecasts an above-consensus call for 160k new jobs in July's payrolls print, and see GDP returning to growth as import frontloading unwinds. Rosenberg also remarks on real estate, which he believes is a "powerful antidote to inflation." Sales of new homes in the US remained weak in June as builders’ heavier use of sales incentives failed to motivate buyers put off by high costs. Contract signings on new single-family homes increased 0.6% to an annualized rate of 627,000 last month, according to government data released Thursday. That fell short of the 650,000 median estimate in a Bloomberg survey of economists. June’s results show US homebuilders are struggling to offset an ugly mix of high prices and borrowing costs by offering incentives and subsidizing customers’ mortgage rates, which risk eroding profit margins.  David Rosenberg speaks with Tom Keene and David Gura on Bloomberg Surveillance. -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts

Get a jump start on the US trading day with Matt Miller, Katie Greifeld and Sonali Basak on "Bloomberg Open Interest." Intel is struggling to keep up with innovation as the company announced plans to cut headcount and pull back on expanding its business. The FCC has approved a merger between Paramount and Skydance, as long as Skydance promises to include programming of views from across the ideological spectrum. Traders are flocking to the newest meme stocks, and this latest euphoria may be driven by one small hedge fund out of Toronto. And Reflexivity CEO Jan Szilagyi tells Open Interest that his AI can replace the work of junior Analysts on Wall Street. Chapters: 00:00:00 - Open Interest Starts 00:01:17 - Intel Focus Sparks Concern 00:06:08 - FCC Approves Paramount-Skydance Merger | Brian Wieser, Madison and Wall Principal 00:12:34 - Trump and Powell Tour the Fed Renovation 00:18:27 - BoA Warns of Bubble Risk | Sarah Hunt, Alpine Saxon Woods Chief Market Strategist 00:31:50 - Trump Departs for Scotland 00:47:10 - Miletti: Still Opportunity in the Market | Ann Miletti, Allspring Global Investments Head Of Equity 00:57:19 - Kalshi Partners with xAI | Tarek Mansour, Kalshi CEO 01:08:03 - AI Powered Tool for Investors | Reflexivity CEO Jan Szilagyi -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts

Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day. 00:00:00 Bloomberg Surveillance 00:04:39 Max Kettner, HSBC 00:18:16 Jon Lieber, US, Eurasia Group 00:25:18 Morning Movers 00:26:57 On Our Radar 00:32:08 Jason Thomas, Carlyle 00:43:59 Tom Fitzgerald, TD Cowen 00:52:16 Alicia Levine, BNY Wealth 01:06:27 Krishna Guha, Evercore ISI 01:13:03 Morning Movers 01:14:28 On Our Radar 01:21:26 Chen Zhao, Redfin 01:28:36 Francisco Blanch, BofA Securities 01:40:45 David Stubbs, AlphaCore 01:53:02 Brian Vaccaro, Raymond James 02:04:10 Greg Daco, EY 02:16:04 Morning Movers 02:17:54 Trading Diary 02:18:40 Vishal Khanduja, Morgan Stanley Investment Management -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts

On tonight's "Wall Street Week," BlackRock's Rick Rieder talks about the resilience of the US economy in the face of uncertainty on tariffs and a growing federal debt burden. Watch at 6 p.m. ET https://bloom.bg/4o8f6Th

President Donald Trump says high interest rates are stopping people from buying homes.

"Balance of Power: Late Edition" focuses on the intersection of politics and global business. On today's show, Wendy Edelberg, Brookings Institution Economic Studies Senior Fellow, shares her thoughts on President Trump and Federal Reserve Chair Jerome Powell touring the Federal Reserve building renovations. Rep. Debbie Wasserman Schultz (D-FL) discusses Congress facing a September 30 budget deadline and whether or not she'd be in favor of Democrats potentially shutting down the government. Rep. Bryan Steil (R-WI) discusses releasing the Epstein files, talks of a second rescissions package, and President Trump's visit to the Federal Reserve building. Chapters: 00:00:00 - Balance of Power: Late Edition Begins 00:03:44 - Kate Davidson on What to Make of President Trump Visiting Federal Reserve Building, What We Learn About Fed Renovation 00:07:04 - Wendy Edelberg, Brookings Institution Economic Studies Snr. Fellow on If Fed Visit Risks Fed’s Credibility, Future of Fed Chair 00:14:30 - Kate Sullivan on Was Fed Visit a Win for Trump Administration, Pressuring Powell to Lower Rates 00:17:52 - Bloomberg Power Brief: Top Stories Watching Tonight 00:21:17 - Romaine Bostick on Stock Market Reaction to Pres. Trump & Jerome Powell Fed Visit, Stocks Close at Record High as Alphabet Fuels AI Hopes 00:24:50 - Rep. Debbie Wasserman Schultz (D-FL) on If Dems Will Shut Down Govt., August Recess Conversations, Midterms, Releasing Epstein Files 00:34:13 - Rep. Bryan Steil (R-WI) on Releasing Epstein Files, Second Rescissions Package Talks, Pressure Campaign of Pres. Trump on Powell 00:41:59 - FCC Approves Paramount-Skydance Merger 00:42:26 - Political Panel Reaction to Impact of Trump Visiting Fed. Reserve, Congress Faces Funding Shutdown, Epstein Files Latest -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts

Leaders should forget flattery and stand up for their own interests to win Trump's respect, says the former Australian Prime Minister Malcolm Turnbull He was speaking to Bloomberg Weekend's Mishal Husain http://bloom.bg/46nroAV

City of London commuters have faced heat wave temperatures on the Underground every day this summer, according to Bloomberg’s London Tube Heat Index. Olivia Rudgard measures temperatures in real time on the Central line http://bloom.bg/3J0Cbam

President Donald Trump told reporters that he expects to issue around 200 additional letters that set tariff rates before an Aug. 1 deadline. He says most trade deals are done. He says the confines of a deal have been reached with China, but "we haven't really had a lot of luck with Canada." -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts

President Donald Trump says he had a good meeting on Thursday with Federal Reserve Chair Jerome Powell. Trump says he thinks Powell is going to start recommending lower interest rates. Trump spoke to reporters Friday at the White House. -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts

President Donald Trump says the odds of striking a trade deal with Europe are "50-50, maybe less than that." He spoke to reporters at the White House before leaving for Scotland. -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts

US equity futures take a pause after a record-setting week for stocks. President Trump maintains that there was "no tension" in his meeting with Fed Chair Powell as they toured the central bank's renovation project. Bhanu Baweja of UBS says markets are trying to understand the effect of tariffs. Jose Torres of Interactive Brokers does not believe tariffs between 10-20% will move the needle. Lowell Baron of Brookfield Asset Management thinks Americans will continue to be renters for longer in his first interview since taking the role as CEO of the firm's real estate business. “Bloomberg Brief” delivers the market news, data and analysis you need to set your agenda. Chapters: 00:00:00 - Intro 00:02:01 - First Look Movers 00:03:47 - Trending on the Terminal 00:13:00 - Bhanu Baweja, UBS Chief Strategist 00:20:16 - Front Page News 00:22:05 - First Look Movers 00:23:38 - Jose Torres, Interactive Brokers Senior Economist 00:28:51 - Trending on the Terminal 00:41:56 - What to Watch -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts

Volkswagen is building a factory in the United States to build Scout-branded SUVs and pickup trucks, and is weighing up localized production for Audi. CFO Arno Antlitz tells Guy Johnson the US is a "strategic market" for the carmaker https://www.bloomberg.com/news/articles/2025-07-25/vw-lowers-outlook-as-us-tariffs-weigh-on-audi-porsche-margins

President Emmanuel Macron said France would recognize a Palestinian state in September, prompting a backlash from the US and Israel. “In keeping with its historic commitment to a just and lasting peace in the Middle East, I have decided that France will recognize the State of Palestine,” Macron said in a social media post late Thursday. President Donald Trump said he plans to meet with UK Prime Minister Keir Starmer during an upcoming visit to Scotland to “refine” their trade pact. 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 Tom Mackenzie and Lizzy Burden. Chapters: 00:00:00 - The Opening Trade 00:02:32 - LMVH Sales Fall Again 00:08:52 - NatWest CEO Paul Thwaite 00:17:23 - UK Steel Tariff 00:18:09 - Intel Stock Slide 00:19:52 - Trump, Powell Spar 00:27:29 - Macron France Palestine Recognition 00:29:32 - Gaza Starvation, Citi Trading Head Akshay Singal 00:31:54 - UK, India Free Trade Pact 00:37:38 - ECB Rate Hold at 2% 00:43:12 - Meme Stocks: GoPro 00:47:55 - Stocks to Watch: Puma, LVMH, VW 00:53:51 - Volkswagen CFO Arno Antlitz 01:02:44 - Puma Stock Down Massively 01:05:56 - Valeo CEO Christophe Perillat 01:14:03 - Volkswagen Lowers Outlook 01:23:56 - Jupiter Asset Management's Kiran Nandra 01:32:28 - Trump Pushes Powell on Fed Rates 01:35:35 - England, Women's Euro Final -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts

On today’s episode: Ross Gerber, CEO of Gerber Kawasaki Wealth and Investment Management, on Tesla’s earnings and gloomy outlook. Laura Martin, Senior Analyst at Needham & Company on Alphabet’s earnings and the outlook for big tech. Also joining, Jorge Gonzalez, Vice Chairman & CEO of City National Bank of Florida. Chapters: 00:00:00 - Bloomberg Businessweek Daily Starts 00:04:01 - Kate Davidson Talks Trump’s Decision to Tour Fed Construction Site After Criticizing Powell 00:11:34 - Gerber Kawasaki CEO Ross Gerber Breaks Down Tesla’s Outlook as Musk Warns of “Rough Few Quarters’ Ahead 00:21:07 - Needham & Company Senior Analyst Laura Martin Discusses Alphabet’s Boosts from AI, Cloud Demand 00:34:19 - City National Bank of Florida CEO Jorge Gonzalez on Effects of Increased Diversity, Migration on Florida’s Economy 00:43:28 - Emily Graffeo with Stocks on the Move -------- Watch Bloomberg Radio LIVE on YouTube Weekdays 7am-6pm ET WATCH HERE: http://bit.ly/3vTiACF Follow us on X: https://twitter.com/BloombergRadio Subscribe to our Podcasts: Bloomberg Daybreak: http://bit.ly/3DWYoAN Bloomberg Surveillance: http://bit.ly/3OPtReI Bloomberg Intelligence: http://bit.ly/3YrBfOi Balance of Power: http://bit.ly/3OO8eLC Bloomberg Businessweek: http://bit.ly/3IPl60i Listen on Apple CarPlay and Android Auto with the Bloomberg Business app: Apple CarPlay: https://apple.co/486mghI Android Auto: https://bit.ly/49benZy Visit our YouTube channels: Bloomberg Podcasts: https://www.youtube.com/bloombergpodcasts Bloomberg Television: https://www.youtube.com/@markets Bloomberg Originals: https://www.youtube.com/bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake

The UK and India have sealed a landmark $6.5 billion trade deal after years of negotiations. Can Trump and Modi strike a similar pact? @shruti838 explains: https://t.co/9EP5QT5PRV