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Analysis: Interviews

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AI Valuation Gaps Set to Widen as Investment Cycle Matures

AI Valuation Gaps Set to Widen as Investment Cycle Matures

A volatile month for US equities ended on a higher note Friday, with the S&P 500 Index clocking a 1.1% weekly advance. Much of the comeback can be linked to gains in technology stocks on Thursday...

04 August 2026 at 03:33 am AEST
MT
Pimco's Stracke Says AI-Related Financing in Early Innings

Pimco's Stracke Says AI-Related Financing in Early Innings

Pimco President Christian Stracke says the financing of digital infrastructure is only in the early innings. Speaking on Bloomberg Open Interest, Stracke also discusses the risks in the lending...

04 August 2026 at 03:27 am AEST
MT
Mark Penn:  AI Won't Replace Agencies

Mark Penn: AI Won't Replace Agencies

Stagwell CEO Mark Penn joined Bloomberg Open Interest to explain how AI is helping the marketing challenger win major global clients and deliver everything from smarter targeting to faster...

04 August 2026 at 02:59 am AEST
MT
Yen Rises Amid Speculation of More Intervention After US Support

Yen Rises Amid Speculation of More Intervention After US Support

The yen rallied sharply on Monday amid speculation that authorities may have intervened to prop up the currency again after coordinated action between the US and Japan last week. Sonja Marten,...

04 August 2026 at 02:49 am AEST
MT
Tyson Falls on 3Q Results; Bristol-Myers Squibb Surges on Potential Acquisition | Stock Movers

Tyson Falls on 3Q Results; Bristol-Myers Squibb Surges on Potential Acquisition | Stock Movers

On this episode of Stock Movers: - Bristol-Myers Squibb shares are surging on news AstraZeneca , whose shares are lower, is exploring an acquisition of Bristol-Myers Squibb. - Tyson shares are...

04 August 2026 at 02:42 am AEST
MT
Warsh Is Reverting Fed to Historic Norms, Gary Cohn Says

Warsh Is Reverting Fed to Historic Norms, Gary Cohn Says

IBM Vice Chairman Gary Cohn says, the market became addicted to knowing what the Fed was going to do as he discusses market reaction to Federal Reserve Chairman Kevin Warsh's handling of the US...

04 August 2026 at 02:36 am AEST
MT
Warsh Does Not Believe in Current Data Sources:  Walser

Warsh Does Not Believe in Current Data Sources: Walser

Rebecca Walser of Walser Wealth Management joins Vonnie Quinn on Bloomberg Brief to discuss the implications of Fed Chair Kevin Warsh mulling changes to the frequency and timing of the Fed's policy...

04 August 2026 at 02:32 am AEST
MT
'You Can't Fool the Bond,' Says BofA's Cabana on the Fed

'You Can't Fool the Bond,' Says BofA's Cabana on the Fed

Mark Cabana, head of US rates strategy at BofA Global Research, says the Federal Reserve now has a credibility issue as he discusses the bond market's reaction to last week's interest rate decision...

04 August 2026 at 02:08 am AEST
MT
Eyre:  US Has to Cut Losses In Iran War

Eyre: US Has to Cut Losses In Iran War

President Trump says the US will start new negotiations with Iran after he called off a planned attack on Iran partially in response to pleas from US allies in the Middle East, including Saudi...

04 August 2026 at 02:03 am AEST
MT
Kamel:  Standard Raise Not Enough for Mideast Hiring

Kamel: Standard Raise Not Enough for Mideast Hiring

The war on Iran and talent shortages have made C-suite candidates much harder to recruit and retain in the Middle East. That's according to Alchemy Search, who says candidates have stronger...

04 August 2026 at 01:56 am AEST
MT
Daiichi Sankyo:  Weaker Yen Boosts Topline Growth

Daiichi Sankyo: Weaker Yen Boosts Topline Growth

Daiichi Sankyo President and CEO Hiroyuki Okuzawa says a weaker yen is an advantage for topline growth, but would also weigh on expenses outside of Japan. He appeared exclusively on Bloomberg's...

04 August 2026 at 01:48 am AEST
MT
The Cyber Alchemist's Ghosh on AI Cyber-security risks

The Cyber Alchemist's Ghosh on AI Cyber-security risks

Ajoy Ghosh, Founder and Chief Information Security Officer at The Cyber Alchemist, discusses his perspective on cybersecurity measures and solutions companies should consider following the recent...

04 August 2026 at 01:39 am AEST
MT
Flint:  Prudential To Focus On Under-Insured Asia, Africa

Flint: Prudential To Focus On Under-Insured Asia, Africa

Prudential Chairman Douglas Flint says the company's growth strategy is to address the under-insured needs across Asia and to some extent Africa. He speaks with Haslinda Amin on Insight with...

04 August 2026 at 01:23 am AEST
MT
Iran Talks to Begin Monday, Trump Says

Iran Talks to Begin Monday, Trump Says

President Donald Trump said new Iran talks would begin Monday afternoon after he called off a planned attack on Iran. Bloomberg's Stuart Livingstone-Wallace shares what we know about the talks and...

04 August 2026 at 12:28 am AEST
MT
Yen Rises Sharply With Traders on Intervention Watch

Yen Rises Sharply With Traders on Intervention Watch

USD/JPY is likely to extend lower this week as the US and Japan gang up to hammer home the message that the yen's declines had gone far too far. Bloomberg's MLIV Strategist Mark Cranfield breaks...

04 August 2026 at 12:23 am AEST
MT
Jackson Warns US Policy Risks Caribbean Stability

Jackson Warns US Policy Risks Caribbean Stability

Rep. Jonathan Jackson says the Trump administration's policies toward Haiti, Venezuela and Cuba risk worsening instability across the Caribbean, arguing that ending Temporary Protected Status for...

04 August 2026 at 12:14 am AEST
MT
Who Governs the AI Boom?

Who Governs the AI Boom?

Should AI be regulated, or should society adapt to it instead? Economist Jason Furman argues that not every AI problem should be solved the same way. From bioweapons to job losses, he explains...

03 August 2026 at 11:52 pm AEST
MT
Michigan Senate Primary Divides Democrats

Michigan Senate Primary Divides Democrats

Bloomberg Opinion Columnist Ron Brownstein and Detroit Free Press Editorial Page Editor Nancy Kaffer say Michigan's Democratic Senate primary has become a defining test of the party's ideological...

03 August 2026 at 11:39 pm AEST
MT
Why Think Tanks are a Billion Dollar Business

Why Think Tanks are a Billion Dollar Business

Think tanks bring together experts and shape debates in Washington, but how do you measure the value of an idea? From the Aspen Institute to the Heritage Foundation, this episode explores the...

03 August 2026 at 11:08 pm AEST
MT
Nides Says Iran War Needs Negotiations

Nides Says Iran War Needs Negotiations

Former US Ambassador to Israel Tom Nides says there is no lasting military solution to the conflict with Iran, arguing that renewed negotiations involving regional allies offer the only realistic...

03 August 2026 at 10:52 pm AEST
MT
96979899100
Markets Buy Into the Decline of Trumpism
Today's Editorial

Markets Buy Into the Decline of Trumpism

Wolters Kluwer back to a valuation worthy of its standing
Stock Analysis

Wolters Kluwer back to a valuation worthy of its standing

Europe gets back in the game against Wall Street
Indices

Europe gets back in the game against Wall Street

The bill could be steep
The Weekly Market Update

The bill could be steep

Secom:  Japan's security guard finally puts its balance sheet to work
Stock Pick

Secom: Japan's security guard finally puts its balance sheet to work

The New Fed Looks Like the Old One
Interest Rates

The New Fed Looks Like the Old One

The rupee resists oil, supported by Jio Platforms IPO flows
Forex

The rupee resists oil, supported by Jio Platforms IPO flows

Gold corrects, should investors prefer miners to the metal?
Commodities

Gold corrects, should investors prefer miners to the metal?

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