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Saudi Arabia’s Deepening Ties to the US and What It Means for Investors
Bloomberg Television· 2025-11-22 00:00
The crown prince of Saudi Arabia, Muhammad bin Salman, came to Washington this week. As far as you know, what was his agenda. >> Well, just the arrival and the welcoming ceremony already has been a great success for the crown prince to be welcomed in an unprecedented way to the White House with this um military band, military on horseback escorting him into the White House and the flyover.the president personally walking him through already shows both the respect that the president has for him and the partn ...
Trump's Making a Pivot: Rep. Ivey on Trump, Mamdani
Bloomberg Television· 2025-11-21 23:55
Are you going to get a meeting with the president in the Oval Office. That seems to be going pretty well for Democrats all of a sudden. I mean, you can't make this stuff up.You know, you got he hits it off great with mom, Donnie. You know, he's, you know, calling Marjorie Taylor GREENE a traitor. I mean, it's hard to know where he's going to go.But at this point, you know, I'm sorry. Go ahead. Are we in a bizarro state of politics in the United States.What do we call this. I mean, you never know with Trump, ...
What to Make of President Trump's Ukraine Peace Plan?
Bloomberg Television· 2025-11-21 23:10
Geopolitical Strategy & Negotiations - A U_S_-Russia peace proposal demands significant concessions from Ukraine, including ceding approximately 12% of its territory in the Donbass region [2] - The proposed deal includes a U_S_ or NATO-like security guarantee for Ukraine, but the details are vague and may not be reassuring to Kiev [1][2] - Trump is pressuring Zelensky to accept the deal by Thanksgiving, threatening to cut off U_S_ intelligence and weapons support if he refuses [4][9] - European nations were not consulted in the peace process and are reportedly outraged by the proposed deal [7][8] - Russia aims to exploit Ukraine's vulnerabilities, including corruption scandals and energy infrastructure damage, to push through a favorable deal [6][10] U_S_ Foreign Policy & Motivations - Trump seeks a foreign policy win and a Nobel Peace Prize by brokering a peace deal in Ukraine [5][6] - Trump's frustration with Putin's lack of commitment initially led to a change in his position, but he has since flip-flopped [12][13] - The proposed deal was allegedly crafted between Steve Wilcock, Kirill Dmitriev in Moscow, excluding European input [13] Humanitarian & Military Situation - The war is intensifying, with Russia systematically targeting Ukraine's oil facilities and energy grid, leading to blackouts and a potential refugee crisis [10][11] - The potential fall of Avdiivka before Christmas, while not strategically significant, would be a moral victory for Moscow [14] - Ukraine is heavily reliant on U_S_ intelligence and weapons to defend itself, putting Zelensky in a difficult position [3]
Amtrak says new infrastructure can help trains go faster
Bloomberg Television· 2025-11-21 22:11
Infrastructure Condition - Current train infrastructure limits train speed due to outdated systems [1] - Existing infrastructure is approximately 100 years old, designed for slower trains [2] - Infrastructure upgrades are necessary to enable faster train speeds [2] Challenges and Solutions - Replacing the infrastructure is a time-consuming process [2] - Upgrades include rails and electrical systems [1]
How Standard Chartered is riding Asia's growth wave
Bloomberg Television· 2025-11-21 21:45
What is emerging is that our heartlands Asia is really the engine of growth of the world. It's 40% of all FDI, 40% of all of the flows of trade and goods. It's where a lot of the growth of the world is taking place today.What is emerging is that countries continue to uh interact and the flows continue. They've just taken different directions. So tariff and trade tensions and noisy politics, these are not necessarily bad things for a business that specializes in international connections.>> They they create ...
Trump Tells Mamdani He Wants Him to Succeed
Bloomberg Television· 2025-11-21 21:30
When this meeting showed up on the calendar. Let's just say I think a lot of us, to be fair, were expecting something a lot more contentious. What actually got into the water with these two men today.Oh, I think the crisis of affordability was going to be the thing that brought them together. And that's what bore out in this Oval Office meeting. They agreed on getting housing built in New York City and bringing down prices.Anything I'm going to do, the president said, is going to be good for New York if tho ...
Trump Says Mamdani Meeting Was 'Very Productive'
Bloomberg Television· 2025-11-21 21:07
We've just had a great meeting, a really good, very productive meeting. We have one thing in common. We want this city of ours that we love to do very well.And I wanted to congratulate the mayor. He really ran an incredible race against, you know, a lot of smart people, starting with the early primaries against some very tough people, very smart people. And he beat them and he beat them easily.And I congratulated him and we talked about some things in very strong common like housing and getting housing buil ...
Putin Says US Draft Plan Could Lead to Peace Deal With #ukraine #shorts
Bloomberg Television· 2025-11-21 20:20
У нас этот текст есть. Мы получили его по имеющимся каналам взаимодействия с американской администрацией. Полагаю, что и он может быть положен в основу окончательного мирного урегулирования.Но предметно, предметно с нами этот текст не обсуждается. И могу предположить, почему. Причина, полагаю, та же самая.администрации США не удаётся до сих пор заручиться согласием украинской стороны. Украина против. ...
Trump Team Floats Selling Nvidia H200 Chips to China
Bloomberg Television· 2025-11-21 20:08
The H 200. Remind us. Where does this chip fall in invidious current lineup.Yeah. So this is the prior generation. The generations most powerful chip are significantly more powerful and faster than the H20, which today they are allowed to ship, but buyers are not lining up to buy that chip.Significantly higher ASP than the H20, almost 1.5% to 2 x higher. So a license for this chip would be huge for Nvidia, as you pointed out. Not the Blackwell, though.And I'm just curious about how how powerful this is, rig ...
Traders Cling to Fed Cut Bets, Optimism on Credit | Real Yield 11/21/2025
Bloomberg Television· 2025-11-21 20:05
Federal Reserve Policy & Economic Outlook - The debate heats up as doves sound off on potential rate cuts, with policymakers awaiting the October CPR (Consumer Price Report) and jobs report [1] - Market pricing for a December Fed rate cut initially fell to 30%, then spiked to almost 66%, settling at 63%, indicating high volatility and uncertainty [4][11] - There's a stark division among Fed officials regarding the need for further easing versus holding rates steady to assess the impact of current policy [7][10][15] - The unemployment rate is a key data point that could settle the debate on rate cuts, but the Fed will not have it when they vote [3] - The market is pricing in potential rate cuts, but the timing and extent of these cuts remain uncertain due to mixed economic signals and geopolitical shocks [11][12][13] Bond Market & Investment Strategies - The two-year Treasury yield is at its lowest level since October 28, reflecting market expectations of potential rate cuts [4] - High-quality bonds are seen as a great value opportunity and a hedge against equity risk, with manageable inflation upside risk [21] - The state of the labor market is front and center for bond investors, with the unemployment rate influencing duration and interest rate risk [21] - Investors are keying off the labor market as a catalyst for the bond market, with the unemployment rate being a key indicator [19][21] Credit Market Dynamics - Hyperscalers have raised a combined $108 billion in debt this year, three times the average over the previous nine years, signaling a significant increase in debt issuance [29] - Oracle's credit default swaps have become a barometer for AI risk, with price and volume jumping in recent weeks, potentially indicating defensive positioning or bets against the AI boom [32] - While overall credit stats are improving, there are signs of operational deterioration in some high-yield companies, potentially leading to higher default activity [27][37][38][39]