King Charles Lands in US, Iran Meets with Russia | Bloomberg Businessweek Daily 4/27/2026

Watch on YouTube ↗  |  April 27, 2026 at 20:26  |  44:34  |  Bloomberg Markets
Speakers
Kristy Akullian — Reporter, CoinDesk

Summary

Bloomberg Businessweek Daily covers King Charles' first US state visit, the Iran-Russia alliance, and market moves. BlackRock's Kristy Akullian discusses spring investment flows favoring U.S. equities, semiconductor ETFs, and equal-weighted ETFs. Thomas Black argues Spirit Airlines' business model is flawed and a merger shakeup is needed. The show also reports on the WHCA shooting attempt.

  • King Charles and Queen Camilla arrive for a U.S. state visit amidst strained U.K.-U.S. relations.
  • Iran's foreign minister meets Putin in Moscow, reinforcing the Russia-Iran axis.
  • Investor flows show a rotation from cash into U.S. equities, particularly tech and semiconductors.
  • BlackRock sees strong earnings growth supporting U.S. stocks and prefers emerging markets over developed.
  • Flow data indicates record inflows into semiconductor ETFs and strong equal-weighted ETF demand.
  • Thomas Black warns that Spirit Airlines' business model is fundamentally broken and unlikely to survive.
  • Scott Kirby of United Airlines states low-cost carrier models like Spirit are flawed.
  • The suspect in the WHCA dinner shooting appears in federal court, charged with attempted assassination.
Ideas
Kristy Akullian Reporter, CoinDesk 12:50
Investors buying US equities.
Investors are rotating from cash back into U.S. equities, driven by strong earnings growth expectations, a valuation reset after the pullback, and a relative advantage over rest-of-world markets. She sees the fundamentals supporting a continued preference for U.S. stocks.
SPY HIGH
Kristy Akullian Reporter, CoinDesk 14:53
Semiconductor ETFs strong inflows.
Semiconductor ETFs are on track for their largest monthly inflows in history as investors reach for AI exposure, encouraged by lower valuations and upward earnings revisions. The AI theme remains a top long-term growth driver.
SMH HIGH
Kristy Akullian Reporter, CoinDesk 14:55
Equal-weighted ETFs find favor.
Equal-weighted ETFs are experiencing one of their largest months of inflows in 20 years as investors seek diversification within U.S. equities while still capturing AI and earnings growth themes beyond mega-cap concentration.
RSP MED
Kristy Akullian Reporter, CoinDesk 16:47
Prefer emerging over developed.
BlackRock has a preference for emerging markets over developed markets, citing supportive macro data and an opportunity to gain AI exposure outside the U.S. The U.S. energy exporter position provides a cushion, but EM is seen as the better relative play.
EEM MED
Thomas Black 35:30
Spirit business model flawed.
Spirit Airlines' business model is fundamentally flawed and will fail even with short-term fuel cost relief. He agrees with Scott Kirby's assessment that any government bailout would only delay the inevitable and warns against taxpayer involvement.
SAVE HIGH
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This Bloomberg Markets video, published April 27, 2026, features Kristy Akullian, Thomas Black discussing SPY, SMH, RSP, EEM, SAVE. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Kristy Akullian, Thomas Black  · Tickers: SPY, SMH, RSP, EEM, SAVE