Treasury yields rise as Europe contemplates a fiscal boost to pay for defense amid negotiations over Ukraine between the US and Russia. Chinese President Xi Jinping’s show of support for China’s private sector helped resume a rally in world-beating Chinese stocks, which have outperformed this year thanks to DeepSeek excitement. Europe digests a need to spend more on defense, while the US and Russia hold Ukraine talks in Riyadh. Sonja Marten of DZ Bank thinks markets will continue to digest the change to the North Atlantic order after Vice President JD Vance spoke in Munich. Clear Harbour’s Aaron Kennon thinks the end of the war in Ukraine could unleash animal spirits in Europe for investors. “Bloomberg Brief” delivers the market news, data and analysis you need to set your agenda.
Chapters:
00:00:00 – Intro
00:01:29 – First Look Movers
00:03:58 – Sonja Marten, DZ Bank Head of FX & Monetary Policy
00:10:57 – Trending on the Terminal
00:17:00 – Front Page News
00:24:14 – Aaron Kennon, Clear Harbor Asset Management CEO
00:31:14 – Trending on the Terminal
00:41:51 – What to Watch
——–
More on Bloomberg Television and Markets
Like this video? Subscribe and turn on notifications so you don’t miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.
Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/
Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/
More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio
Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals
Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts
