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Robeco: Equities Set to Gain Even as Bond Yields Rise

1 day 17 hours ago
Aliki Rouffiac, portfolio manager at Robeco, argues there are reasons to be positive about equities despite rising bond yields, with US midterm elections and upcoming high-profile IPOs contributing to the upside. She tells Bloomberg Television that while there are short-term risks, such as rising interest rates, earnings growth is likely to continue in the months ahead. (Source: Bloomberg)

UBS Sees French Budget Passing, Says Bonds 'Attractive'

1 day 18 hours ago
UBS Wealth Management France CIO Claudia Panseri discusses today's budget presentation and the outlook for the nation's sovereign debt. "I think taking the risk of shorting French debt at 127 basis points [the spread between French and German bond yields] is high. This is because, for me, the budget will pass," Panseri says on Bloomberg Television. (Source: Bloomberg)

Tech Stocks Rise as Micron’s Bullish AI Forecast Fuels Rally

1 day 19 hours ago
Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from Brussels, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we'll tell you what matters for investors in Europe, giving you insight before trading begins. US equity-index futures climb with Asian tech shares also higher following an upbeat forecast from Micron. Google has begun rolling out Gemini 4 Argon, but the company is grappling with internal skepticism over how well it performs in key areas, such as coding. And a pilot of a jet carrying more than 170 passengers to Tel Aviv stabbed his colleague and tried to crash the plane in what Israeli Prime Minister Benjamin Netanyahu branded a serious security incident. Today guests: Anna Macdonald, Hargreaves Lansdown, Investment Strategy Director; Graham Lee, Capitec, CEO. (Source: Bloomberg)

France to Set Out Plan to Narrow Budget Deficit

1 day 20 hours ago
France’s government is set to unveil plans to narrow the budget deficit sharply. Ministers will present the details of a €54 billion ($61.2 billion) effort to curb runaway spending and pare the fiscal shortfall to 5% of economic output in 2027 from 5.4% this year. Bloomberg's Caroline Connan reports. (Source: Bloomberg)

Trump Touts $54B South Korean LNG Plan in Alaska

2 days 2 hours ago
"Balance of Power" focuses on the intersection of politics and global business. On today's show, Rep. Madeleine Dean (D-PA) says the federal government must play a role in regulating artificial intelligence and work to establish guardrails, arguing that competition with China does not give Washington a pass on oversight. Francis deSouza, Scale AI CEO, says comprehensive testing is needed to understand what AI models can do and the risks they pose before determining how to mitigate them. (Source: Bloomberg)

AI Debate Needs Evidence, Not Hopes and Fears: deSouza

2 days 3 hours ago
Francis deSouza, Scale AI CEO, says comprehensive testing is needed to understand what AI models can do and the risks they pose before determining how to mitigate them. He argues for an evidence-based approach to AI development, saying the debate over moving faster or slowing down should be guided by a clearer understanding of the technology's capabilities and risks. deSouza also says evaluations should cover both frontier and open-weight models. He speaks with Kailey Leinz and Joe Mathieu on Bloomberg’s "Balance of Power." (Source: Bloomberg)

Rep. Dean: Government Must Play a Role in AI Oversight

2 days 3 hours ago
Rep. Madeleine Dean (D-PA) says the federal government must play a role in regulating artificial intelligence and work to establish guardrails, arguing that competition with China does not give Washington a pass on oversight. Dean also criticizes President Trump's handling of the war with Iran, saying the administration should bring in experienced diplomats to help end the conflict. She speaks with Kailey Leinz and Joe Mathieu on Bloomberg’s "Balance of Power." (Source: Bloomberg)

Hegseth Picks Musk, Luckey, Gingrich for Warfare Research Unit

2 days 4 hours ago
Defense Secretary Pete Hegseth delivered a sweeping speech to junior officers and enlisted troops, announcing new military commands and projects, including one to be led by Elon Musk, Anduril Industries Inc. founder Palmer Luckey and former House speaker Newt Gingrich to research the future of warfare.
Courtney McBride, Jen Judson and Roxana Tiron
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20 minutes 15 seconds ago
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