“Bloomberg: The China Show” is your definitive source for news and analysis on the world's second-biggest economy. From politics and policy to tech and trends, Yvonne Man and David Ingles give global investors unique insight, delivering in-depth discussions with the newsmakers who matter. Chapters: 00:00:00 - Bloomberg: The China Show opens 00:04:33 - World awaits Iran response to US strikes 00:09:11 - BCA Research's Matt Gertken on Middle East tensions 00:17:11 - China condemns Trump's attack on Iran nucle ...

June 17, 2025 04:01 AM GMT North American Energy | North America Navigating Geopolitical Risks & Stronger Oil WTI has rallied ~20% in June alongside rising geopolitical risks. Near-term strength could continue, but prices are biased lower in 2H25 absent supply disruption. Post recent moves, we revisit views across the Energy Sector. From here, we remain selective with a defensive bias & prefer gas over oil. Key Takeaways The Extel Survey is now open. We would greatly appreciate your support for the Joy.Golu ...

June 20, 2025 04:27 AM GMT Energy Sub-Sector Playbook June 2025 Marketing Deck 2025 June 19, 2025 Morgan Stanley & Co. LLC Devin McDermott Equity Analyst and Commodities Strategist Devin.McDermott@morganstanley.com +1 212 761-1125 Joe Laetsch, CFA Equity Analyst Joe.Laetsch@morganstanley.com +1 212 761-8804 Robert S. Kad Equity Analyst Robert.Kad@morganstanley.com +1 212 761-0065 Dan Kutz, CFA Equity Analyst Dan.Kutz@morganstanley.com +1 212 761-0899 Brian Gibbons, CFA Credit Analyst Brian.Gibbons@morgansta ...

Where do we go from here. Because this has been a choppy year. But is the worst over in terms of the risk priced into the markets, given all that we're seeing geopolitical risk risks tied to the fiscal situation.This is the environment where one needs to justify it. They'll have because of the uncertainty rather than the direction. But and of course, it did work out this time as I mean, it does work out, you know, almost always.But it did work out, you know, compared to other approaches to hedging that eith ...

All right. Well, city's head of equity trading strategy recommends going long. High quality stocks right now.Stuart Kaiser is behind the call. Stuart, great to have you with us. Nice to see you.Good to be here. Um, we're talking about tech all-time highs once again, as if last week never happened. As if a trade war never happened.As if a conflict between Israel and Iran isn't happening right now. What do you make of this market move. I mean, I think the recovery today is is just reassurance to the market th ...

Key Takeaways CVX has shut down the Leviathan gas field due to Israeli security directives tied to regional tensions. The halt ends exports to Egypt, intensifying energy strain and disrupting Mediterranean-Europe gas flows. Plans to expand Leviathan's output to 21 bcm annually are now suspended amid escalating geopolitical risks.Chevron Corporation (CVX) , a Houston, TX-based integrated oil and gas company, has confirmed the complete shutdown of its massive Leviathan gas field, situated in the Levant Basi ...

I just laid out a laundry list of potential catalysts and factors at play. Can you tell us why the markets are not reacting more forcefully to everything going on domestically and abroad. I it's really quite a moment when you look at the constellation of of geopolitical risks.But one thing that I can say with the perspective of covering geopolitics and markets for 25 years is that the perceived importance of Middle East conflict and its relationship to the oil price has um declined over time. But I think in ...

With all that said, what do we make uh of the market reaction today. We had the typical bid for gold. We had the atypical uh lack of bid for treasuries and the markets hung in until Iran retaliated.Yeah. And it's it's amazing because a couple days ago it was like whoa, the VIX is grinding below. We're about to go south of 16 now.We're dancing, you know, up near 20. And and if you think about right, those inputs, I mean, the rallying gold. So, gold makes a fresh all-time higher right there around the May 6 h ...

Catalyst anchor Brad Smith breaks down the latest news and market movers for June 13, 2025. Geopolitical risks pressure markets, with stocks sliding following Israel's attack on Iran. President Trump is urging Iran to make a deal. Former Ambassador to Morocco Marc Ginsberg discusses what the Israeli attack on Iran means for negotiations with the US. #youtube #stocks #investing About Yahoo Finance: Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive m ...

President Trump is imposing travel bans and restrictions on 19 countries citing national security risks. Citizens from 12 countries including Afghanistan, Haiti, Iran, Sudan, and Yemen among others will not be allowed into the United States. Additionally, travel to the US by citizens from seven countries including Cuba, Sierra Leone, Venezuela, and others will be partially restricted.And the president said the list is quote subject to revision based on whether material improvements are made end quote. Are t ...