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Danish Army Sees Russia, Not Trump, as the Real Threat to Greenland
Bloomberg Television· 2025-11-04 14:06
NATO allies are gearing up for a potential war with Russia and the training ground is here in Greenland. The Arctic has become the new frontier in the rivalry between NATO and Russia with Moscow already dominating the region. It has the largest military presence which plans to expand.These military exercises by Denmark and other NATO allies are in preparation of defending this remote but vital territory. The conditions are harsh, unpredictable weather, strong winds, shifting ice, and unforgiving terrain. It ...
Former Republican Vice President Dick Cheney Dies at 84
Bloomberg Television· 2025-11-04 13:15
for when I got elected to Congress, uh, Vice President Dick Cheney was the conservative conservative, uh, strong foreign policy, strong economic policy at home. He embodied the conservative principles of the Republican party for more than a generation. Uh, he served four presidents at the highest level and effectively as vice president was a senior staffer to the president.Very different than what we've seen with recent uh, vice presidents. Uh, you know, Um and so really a sad day uh for he and for his fami ...
Stocks Fall Amid Valuation Fears; Palantir Falls Despite Outlook Boost | Bloomberg Brief 11/04/2025
Bloomberg Television· 2025-11-04 12:20
DANI: IT’S 5 A. M. IN NEW YORK CITY.VONNIE QUINN IS ON ASSIGNMENT THIS MORNING. FUTURE STOP AS WALL STREET CEOS ONE OF AN EQUITY CORRECTION. MORE FROM THE SUN AND IN HONG KONG, COMING UP.A GUIDANCE BOOST IS NOT ENOUGH. PALANTIR IS EXTENDING POST EARNINGS DECLINE ON LOFTY VALUATIONS DESPITE SALES SURGE AND OUTLOOK RAISE. LIVE FROM SAO PAULO AT THE COP 30 CONFERENCE FOR CLIMATE.DON'T MISS OUR EXCLUSIVE INTERVIEW. WE STARTED OUT IN NOVEMBER WITH TECH SURGING AND OUTPERFORMING AND NOT BEING THE THING TO CARRY U ...
Aramco Profit Beats; Oil Majors Not Worried About Demand | Horizons Middle East & Africa 11/4/2025
Bloomberg Television· 2025-11-04 10:44
>> GOOD MORNING. THIS IS HORIZONS MIDDLE EAST & AFRICA. OIL EARNINGS.ARAMCO EXPECTED TO REPORT THAT HIGHER OUTPUTS AND RECOVERING REFINING MARGINS IS OFFSETTING SOFTER PRICES WHILE INVESTORS ARE WAITING FOR MORE UPDATES ON THEIR DIVESTMENT PROGRAM. ELECTION DAY IN THE UNITED STATES PRESIDENT DONALD TRUMP ENDORSES ANDREW CUOMO FOR MAYOR AND THREATENED TO WITHHOLD FEDERAL FUNDING IN AN EFFORT TO PREVENT DEMOCRAT ZOHRAN MAMDANI FROM WINNING. RISK OFF.ASIAN STOCKS AND UNCERTAINTY. IT HAS JUST GONE 9:00 A. M.ACR ...
Volatility Doesn't Mean Bubble Bursting: 3-Minutes MLIV
Bloomberg Television· 2025-11-04 10:00
Market Outlook - The market is currently in a CapEx bubble, expected to burst naturally at some point [1] - The current selloff is considered mild, with potential for further continuation [2] - Expectation of a more volatile stage in the market, possibly entering now [3] - The cycle is quicker and less volatile compared to the dotcom bubble [3] Dollar and US Assets - The dollar is expected to strengthen into year-end, but not parabolically [5][9] - Potential upside for yields amid uncertainty about the Fed's next move [5][6] - Extreme risk aversion could lead to a short-term dollar boost from deleveraging [7] - US stock market bounce will support the dollar due to inflows [8] Bond and Equity Market Dynamics - Equity traders are currently leading fixed income traders in this cycle [10][11] - Equity traders believe the bubble hasn't burst yet, so stocks lead fixed income for now [11]
Why Sports Franchising in Africa Is Gaining Momentum
Bloomberg Television· 2025-11-04 07:00
Tech, sports, entertainment and fashion became subsectors we focused our lens on because what we wanted to do was follow a simple idea, that we take very seriously, which is that with the advent of technology today, there are businesses based in the African continent that will demonstrate capability to capture growing pools of foreign based revenues. And that's true in technology, If you look at the fintech sector, you have a lot of businesses that capture such stream of income because of remittances. If yo ...
NYC Election Day: Mamdani's Edge, Trump's Funding Threat
Bloomberg Television· 2025-11-04 06:54
New Yorkers have a lot to think about today. Obviously, Trump's words will have some impact on the electorate today. But also New Yorkers are facing the whole issue of the cost of living, which is which is Mamdani's complete platform.But the risk of losing funding is obviously potentially disturbing to New Yorkers. It's something like 6% or something of the New York budget, approximately, comes from it comes from federal federal funding. What are the potential what what would a win.I mean, very much the pol ...
How Ryanair's CEO says airports can support UK growth #politics
Bloomberg Television· 2025-11-04 06:00
Government Policy & Impact - Several European countries like Sweden, Croatia, Hungary, and Italy are abolishing environmental taxes on air travel to stimulate economic growth, leading to increased airline capacity in those regions [1][3] - The UK's increase in Air Passenger Duty (APD) is criticized for negatively impacting regional UK airports [2] - The speaker claims a proposal to abolish APD outside of London was made, promising 50% traffic growth in five years, but the government instead increased APD by two quid, leading to a 33% increase to £14 in April [2] Airline Strategy & Response - Airlines in the UK are threatening to move capacity from regional airports like Glasgow, Edinburgh, Manchester, and Birmingham to countries with lower or no environmental taxes [3] - Ryanair, as the largest airline in the UK, is considering moving approximately 10% of its capacity, equivalent to 5 million seats, out of the UK to countries like Sweden and Italy [4][5] Financial Implications - The airline sector is currently performing well, but further increases in APD could lead to a shift of capacity, flights, aircraft, and jobs out of the UK [3][4]
Morgan Stanley CEO on Business Strategy in Asia
Bloomberg Television· 2025-11-04 05:49
Quite a buzz in Hong Kong. Buzz, Real buzz, right. You've been here. You come here a lot.Many, many times you feel different. Feels good. Okay.Feels good. What's different, do you feel. I think people sense that some of the US-China tension has normalised a bit and that the capital markets are receptive to new products.I mean, the reality is that China progress through Covid and coming out of COVID has been spectacular across multiple industries, as you well know. You report on every day I will Biotics, Eev ...
Boyu Seeks $1.4 Billion for Starbucks China Takeover
Bloomberg Television· 2025-11-04 03:10
Deal Overview - Starbucks is selling a majority 60% stake in its China unit to private equity firm Boyu Capital for $4 billion [1][3] - Boyu Capital will finance the deal with over $1 billion in leveraged loans from Chinese banks [3] Boyu Capital's Advantage - Boyu Capital, as a Chinese private equity firm, possesses stronger onshore connections beneficial for Starbucks in China [2] - Boyu's connections and strategy helped it beat out other global private equity firms interested in the stake [4] - Boyu recently closed a big deal for China's biggest chain of luxury malls, SKP, potentially creating synergies for Starbucks outlets [3][4] Starbucks' China Strategy - Starbucks has been facing pressure from local Chinese coffee chains like Luckin, which has surpassed them in size [5][6] - Starbucks has maintained a premium model with higher prices and larger stores, differentiating itself from competitors [6][7] - The entry of private equity may lead to significant changes in Starbucks' China strategy, potentially focusing on faster margin growth [7][8] - The future Starbucks in China might be unrecognizable from Starbucks elsewhere, with a Chinese firm now in charge [8]