Mark, does CPI matter. CPI really matters today. As you know, Guy, I quite often provide context that you shouldn't read too much into one print.But I think if CPI clearly beats today and it doesn't necessarily matter whether that comes to the headline or the core. But if the set of data is overall clearly strong, I think it can really wreak havoc in markets. I think it disrupts both stocks and bonds, and that's because it'll simultaneously disrupt two important narratives at the moment in markets.One is it ...

>> GOOD MORNING. THESE ARE THE STORIES THAT SET YOUR AGENDA. DONALD TRUMP HITS THE SMOOT -- SNOOZE BUTTON WITH ANOTHER PAUSE ON TARIFF RATES.TEXT OXLEY GAINS IN ASIA. THEY SAY THE DALLAS FED PRESIDENT ARE IN THE RUNNING TO SUCCEED JEROME POWELL. AND ELON MUSK ACCUSES APPLE OF FAVORING OPENAI IN ITS APP STORE, THREATENING LEGAL ACTION.WE BRING YOU THE DETAILS. GOOD MORNING AND HAPPY TUESDAY. A COUPLE OF CATALYSTS COMING THROUGH FOR THESE MARKETS IN TERMS OF THE TECH STORY WITH PRESIDENT TRUMP SUGGESTING HE I ...

What will European leaders hope to achieve then. They've put out this statement just in the last couple of minutes and they expect to have this call with the president tomorrow. Yeah, it's funny, Tom Well, I mean, they're pretty much resigned to the fact that Trump is going to meet Putin on his own without Zelenskiy or Ukrainian presence at all.And that's always been pretty much their nightmare scenario. So they're hoping to now influence Trump to make clear what they would consider to be unacceptable conce ...

WE HAVE BEEN TEEMING NICELY WITH CHINA, THEY HAVE TREMENDOUS TARIFFS THEY ARE PAYING TO THE U.S. AND THE RELATIONSHIP IS GOOD WITH XI JINPING AND MYSELF. HASLINDA: TRUMP SAYING HE HAS GOOD RELATIONS WITH XI JINPING AS HE EXPANDS THE TARIFF PAUSE FOR ANOTHER 90 DAYS, WILL THIS STABILIZE TIES. LIVE FROM SINGAPORE THIS IS INSIGHT WITH HASLINDA WHERE WE DIVE DEEPER WITH CRUCIAL CONTEXT AND SHARP ANALYSIS.TRUMP IS OPEN TO A DEAL WHERE NVIDIA WOULD SELL A SCALED-BACK BLACKWELL CHIP AND WE SPEAK TO CLAIRE READE OF ...

We're getting red lines crossing right now across the Bloomberg. This is a Bloomberg scoop that at the same time, or at least shortly after what we heard from President Trump, China has, in fact, been urging its own companies not to use Nvidia's H20 chips in new guidance. This, again, is according to bloomberg reporting.I've got more details on this. So China has put out notices to a number of state owned and private companies urging them to avoid using these h t H20 processors These were the ones, of cours ...

Talk us through the explanation from the CEO, Nikolai Tangen, about this decision. I mean, is it really a sign that there's going to be more financial pressure on Israel in the future. Yeah, I mean, I think two things can be said about this.Number one, the sovereign wealth fund is going to be holding a press conference later today to give some clarity here, because when you pass out the statement, it looks like they've divested or in the process of divesting from 11 companies, but remain invested in somethi ...

Of course, there's been so much focus on the Kevins Warsh and Hassett and Chris Waller, as well as potential replacements for Chair Powell. Now, there are even more names thrown into the ring. What should we know about these other three new candidates.That's right. It certainly looks like a suddenly wide open field for the Fed chair position. What was what seemed like he was down to two or three names a few weeks ago.He's now all of a sudden almost ten names in play. But the new candidates share one thing i ...

You might have seen this on some platforms. Two Chinese ships have collided after one chase. A Philippine Coast Guard vessel in the South China Sea.Its latest dangerous encounter between the two nations with competing claims in this resource rich waterway. Clip Vincent joins us from Manila to help us understand what happened. So, Cliff, we've seen the videos.Walk us through the events of how this eventually took place. Yeah. So it happened during an operation of a Philippine coast guard.It's an operation me ...

I deal with Jensen, who is a great guy, and Nvidia. The chip that we're talking about, the H20. It's an old chip.China already has it, in a different form, different name, but they have it. Or, they have a combination of two, will make up for it and even then some. So Blackwell is super duper advanced.I wouldn't make a deal with that, although it's possible I'd make a deal. A somewhat. Enhanced in a negative way.Blackwell. In other words, take 30% to 50% off of it. But that's the latest and the greatest in ...

[NO AUDIO] THIS IS THE ASIA TRADE, INVESTORS AWAIT CLUES ON A RATE CUT NEXT MONTH AS AUSTRALIA'S RESERVE BANK WILL DELIVER A 25 BASIS POINT REDUCTION TODAY. TRUMP IS OPEN TO NVIDIA SELLING A SCALED DOWN BLACKWELL CHIP AND CHANGING HIS TUNE ON THE INTEL CD SAYING HE HAS AN AMAZING STORY. U.S. MARKETS CLOSED LOWER WITH THIN VOLUMES AS MARKETS AWAIT THE CPI NUMBERS COMING OUT TOMORROW MORNING AND WE EXPECT TO SEE HEADLINE CPI MOVING UP 2% ON THE YEAR.FUTURES LOOK FLAT AHEAD OF THAT. OIL IS MOVING HIGHER WITH D ...