Bloomberg

US equity futures fell and long-dated bond yields rallied as borrowing rates rose globally amid concerns over inflation, government spending, and the AI bond binge pile up. Separately, President Trump stated he has no interest in extending the truce agreement with Iran, while Katrina Dudley discussed the global bond selloff.

Stocks fell due to a bond selloff and rising oil prices, contributing to overall risk aversion. Equity markets are struggling because of high global borrowing costs, which are driven by inflation and government spending needs. Furthermore, diminishing prospects for peace between the US and Iran reinforce expectations that central banks will tighten monetary policy.

Global Allocation Fund portfolio manager Russ Koesterich of BlackRock stated that bonds are no longer functioning as a hedge due to rising yields on 30-year US Treasuries. He offered his view that energy stocks represent the best diversification method and discussed factors driving long-dated bonds.

Home Depot's results beat estimates in the second quarter. The company reported that comparable sales rose 1.7%, and its adjusted earnings also surpassed expectations. Lindsay Dutch has more information on this matter.

The Pulse with Francine Lacqua covers global discussions in economics, finance, politics, and business from London, featuring guests such as Jimmy Muchechetere and Başak Yavçan. The show also addresses current geopolitical topics like the Iran War and Trump's interest in a truce extension.

Target has made a significant strategic shift, moving away from being solely seen as a discount-driven everyday chain. Its latest major focus suggests it aims to become a cool, zeitgeisty retailer by betting on trendy snacks and drinks within its grocery segment.

Over the past five years, lab-grown diamonds have challenged the diamond industry. Companies such as De Beers are currently battling an increase of synthetic and cheaper gems that are near identical to natural ones.

Zohran Mamdani's administration is targeting bureaucratic headaches, fees, and scams that create minor daily indignities in New York City. Initiatives include a finalized "click-to-cancel" rule for subscriptions and a proposed ban on hidden "junk fees" across various products. Furthermore, the Department of Consumer and Worker Protection has filed lawsuits against businesses such as self-storage companies and dental providers.

Guy Johnson, Tom Mackenzie, Skylar Montgomery Koning, and Mark Cudmore discussed today's key themes for analysts and investors. These insights were provided during the broadcast of "Bloomberg: The Opening Trade."

Horizons Middle East & Africa provides a daily spotlight on one of the world's fastest-growing regions, offering analysis and coverage of global markets with a special focus on MEA. The title references Trump rejecting an Iran truce as war escalates. Broadcast locations mentioned include Dubai, Hong Kong, London, and Johannesburg.

Mike Ashley's purchase of the department store Harvey Nichols in London’s Knightsbridge district has boosted his company's real estate holdings. According to Bloomberg analysis, Frasers Group now owns approximately 8 million square feet of retail space. The CEO, Michael Murray, stated that the group's total portfolio is 16 million square feet and valued at £2 billion ($2.7 billion).

Vitol Group, a large commodity trader, has secured exclusive agreements to supply fuel to at least five countries in southern and East Africa. This gives Vitol a dominant position as the sole supplier to this region, which relies heavily on imported fuel for its vehicles.

The analysis covers how an AI boom and debt surge may be fueling pain in long bonds. The insights are provided through 'Insight with Haslinda Amin,' a daily program featuring interviews with prominent leaders from sectors including business, finance, politics, and culture.

A massive oil slick was caused by a sinking shadow-fleet tanker, the Caroline Bezengi, off Oman’s southern coast. Specialists are attempting to salvage the grounded vessel, while Dimitris Maniatis estimated the cleanup could cost USD 200-500M. Maniatis, CEO of Marisks, discussed these short and long-term consequences with Abeer Abu Omar from Bloomberg.

Jared Kushner assured Prime Minister Benjamin Netanyahu that the Israeli army won’t withdraw from Gaza until Hamas disarms. This statement followed a meeting between Kushner and Netanyahu in Jerusalem, after Kushner had held talks with a Hamas leader in Egypt. Mairav Zonszein spoke to Abeer Abu Omar about the likelihood of the peace plan making progress.

Asian Bonds are following Treasuries lower due to concerns over government finances. The article highlights coverage from "Bloomberg: The Asia Trade," which features insights and analysis from newsmakers and industry leaders on global markets. Bloomberg TV is currently broadcasting live from Sydney with Paul Allen.

Following disappointing economic data from China, calls for stimulus have increased. The show “Bloomberg: The China Show,” hosted by Yvonne Man and David Ingles, provides global investors with in-depth analysis on the world's second-biggest economy, covering politics, policy, tech, and trends.

RealMan Robotics has established a school where robots are taught human tasks. Kenneth Ren, the Director of Overseas Solutions at RealMan Robotics, discussed this endeavor. He spoke with David Ingles and Yvonne Man on "Bloomberg: The China Show."

BHP CEO Brandon Craig stated that China's iron ore demand remains steady, supported by manufacturing activity. He also suggested that stronger Indian demand for metallurgical coal should support the market. These comments were made during an appearance with Haidi Stoud-Watts on Insight.

President Donald Trump allegedly threatened to bomb Oman if the country obstructs developments with Iran. This threat arises as a 60-day US-Iran truce is due to expire on Monday without an agreement detailing how the Strait of Hormuz should be managed.

Lori Calvasina, head of US equity strategies at RBC, examined US consumer resilience ahead of retail earnings. She noted that the resilience is starting to show cracks while explaining that she does not see any impediments to the buy America trade.

Ankur Crawford, Executive Vice President and Portfolio Manager of several Alger strategies, joined Barry for a discussion on building investment strategies. They discussed her professional journey from engineering to investment, along with understanding AI and compute investment cycles.

China's economic woes are mounting as growth weakens across the board. The Pulse With Francine Lacqua discusses global business, economics, finance, and politics from its London base. Today's guests featured are Michael Metcalfe of State Street and Yu Jie, a Senior Research Fellow at Chatham House.

Hareendra Dissabandara, Chairman at the Securities and Exchange Commission of Sri Lanka, stated that the government is “seriously working” toward listing state-owned enterprises. These planned listings are set to occur on the Colombo bourse via a holding company structure. He provided this information during an appearance with Haslinda Amin on Insight with Haslinda Amin.

Bloomberg's investigation revealed that Phoebe Gates and cofounder Sophia Kianni knew their AI shopping extension, Phia, was secretly taking credit for sales it did not generate. The practice involved a method called "cookie stuffing," where Phia hijacked checkout pages to swap out legitimate referral codes for its own until Bloomberg tested more than 50 sites. Phia stated that the feature is eliminated and transactions are being reversed.

China's economy experienced a sluggish start during the second half, leading to mounting pressure on policymakers. Key economic indicators, including industrial output, consumption, and investment, all performed worse than expected.

Guy Johnson, Tom Mackenzie and Paul Dobson discussed today's key themes for analysts and investors on 'Bloomberg: The Opening Trade.'

Chinese President Xi Jinping delivered a speech at an event marking the centenary of Jiang Zemin’s birth. The title indicates that his remarks focused on China's military and economic agenda.

Horizons Middle East & Africa offers a daily spotlight on one of the world's fastest-growing regions. Broadcasting live from Dubai, it delivers global market analysis and news interviews with a special focus on MEA. The content references various locations including the Gulf, Hong Kong, London, and Johannesburg.

Alibaba reported achieving world-beating 3 billion downloads for Qwen. Additionally, "Bloomberg: The China Show" provides news and analysis on the world's second-biggest economy, covering topics from politics to tech trends with insights delivered by Yvonne Man and David Ingles.

The segment titled 'Global Tightening Wave Puts Pressure on Bonds' was presented as part of 'Insight with Haslinda Amin.' This daily news program provides viewers with in-depth analysis and interviews spanning business, finance, politics, and culture.

Specialists are working to salvage a sinking Suezmax tanker off Oman's southern coast after it caused a massive oil slick. Dimitris Maniatis, CEO of Marisks, discussed the short and long-term consequences of such an environmental spill.

The title highlights geopolitical tensions, including Israel striking Lebanon and the US preparing fresh sanctions against Iran. Separately, Bloomberg TV announced that "The Asia Trade" broadcast will be live from Sydney, featuring Haidi Stroud-Watts and Paul Allen to provide analysis on global markets.

Jesse Liu, CFO at LimX Dynamics, stated that China's robotics industry is moving toward bridging itself with frontier findings in academia. He further noted that LimX has demonstrated "exponential potential" for scaling up.

BlueScope Steel's MD and CEO, Tania Archibald, stated that her company is focused on organic growth and plans to improve shareholder returns over an extended period. These comments were made during a discussion she held with Yvonne Man and David Ingles on "Bloomberg: The China Show."

President Donald Trump instructed the Pentagon to substantially reduce joint military exercises with South Korea. He cited two main reasons for this curtailment: the high cost of the drills and the message they send to North Korea.

Although the latest CPI report gave markets reason to celebrate, inflation remains above the Fed’s 2% target according to Rick Rieder. He argues that raising overnight rates may not be the most effective method for reducing inflation. However, a larger market concern is the long end of the yield curve, driven by fiscal deficits, heavy treasury issuance, and AI-related financing.

The Trump administration is considering additional sanctions on Iran, a move prompted by a Strait of Hormuz blockade that is impacting oil flows and putting pressure on US gasoline prices. Experts warn that Washington may target countries or companies doing business with Iran, potentially bringing China's purchases of Iranian oil into the spotlight.

Dustin Chaveleh transformed his routine using full-body exercises and smart dieting to boost energy and build muscle. This physical transformation gave him a confidence boost that helped launch his dream career in real estate. Less than a year after starting his fitness journey, he successfully closed his first real estate deal.

Narendra Modi renewed his pledge during an Independence Day speech to develop India into a developed nation within two decades. His administration's growth push is also focused specifically on the youth.