US equity futures rise as the US-EU trade agreement ease fears of trade war damages, while some conflicting details of the deal emerge. US and Chinese officials are meeting in Stockholm to extend their tariff truce and discuss other ways of defusing tensions. Samsung will produce AI chips for Tesla in a multiyear pact that Elon Musk says will bring much more than $16 billion. Christian Mueller-Glissman of Goldman Sachs says we are in the middle of a Goldilocks regime as a result of trade policy, negative inflation momentum, and resilient hard data. Lori Calvasina of RBC Capital Markets believes corporate sentiment level does not match what we see from investors. Pony AI CFO Leo Haojun Wang thinks the Middle East has the potential to be an interesting Robotaxi market. “Bloomberg Brief” delivers the market news, data and analysis you need to set your agenda.
Chapters:
00:00:00 – Intro
00:01:26 – First Look Movers
00:07:24 – Christian Mueller-Glissmann, Goldman Sachs Head of Asset Allocation Research
00:13:19 – Trending on the Terminal
00:18:14 – Leo Haojun Wang, Pony AI CFO
00:26:52 – Lori Calvasina, RBC Capital Markets Head of US Equity Strategy
00:34:07 – Trending on the Terminal
00:45:14 – What to Watch
——–
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