US Set to Unveil Fresh Iran Sanctions | The Pulse 8/24/2026

Watch on YouTube ↗  |  August 24, 2026 at 11:19  |  48:28  |  Bloomberg Markets
Speakers
Anthony Stevens — Bloomberg Market Producer
Isabelle Mateos y Lago — Group Chief Economist, BNP Paribas
Wayne Sanders — Senior Defense Research Analyst, Bloomberg Intelligence
Sven Kruck — Co-CEO, Quantum Systems

Summary

The episode covers Alibaba's $10.2 billion Hong Kong follow-on and share drop, Nvidia pricing ahead of earnings, US Treasury yields and Bessent fiscal plans, escalating US-Canada tariffs, Iran sanctions and energy risks, plus Ukraine war and European defense technology. Isabelle Mateos y Lago expects higher US yields and rising European gas prices. Anthony Stephens highlights Michael Burry's preference for JD.com over Alibaba and Nvidia's AI supply-chain earnings setup. Defense analyst Wayne Sanders sees AI/defense collaboration benefiting Palantir, BAE, and Leonardo.

  • Alibaba raises $10.2 billion in Hong Kong's biggest follow-on; shares slide and drag Chinese tech.
  • Michael Burry reportedly prefers JD.com as a cleaner Chinese e-commerce play than Alibaba.
  • Nvidia price hikes and upcoming earnings set up a key AI trade catalyst; Lenovo shows customer-side strength.
  • BNP Paribas economist says little Bessent can do to stop rising Treasury yields.
  • Canada announces counter-tariffs; tariff unpredictability is seen as a US growth headwind.
  • Iran sanctions are flagged as an energy price risk; European gas prices are still rising.
  • Defense analyst sees AI/defense partnerships driving movement in Palantir, BAE, and Leonardo.
Ideas
Anthony Stevens Bloomberg Market Producer 1:17
Prefer JD.com over Alibaba e-commerce exposure.
Michael Burry has come out preferring JD.com as a cleaner play on Chinese e-commerce over Alibaba, because Alibaba's pivot into AI cloud services and the dilutive Hong Kong follow-on have made the stock less attractive.
JD MED
Anthony Stevens Bloomberg Market Producer 1:17
Prefer JD.com over Alibaba e-commerce exposure.
Michael Burry has come out preferring JD.com as a cleaner play on Chinese e-commerce over Alibaba, because Alibaba's pivot into AI cloud services and the dilutive Hong Kong follow-on have made the stock less attractive.
BABA MED
Anthony Stevens Bloomberg Market Producer 2:16
Watch Nvidia earnings as AI banker.
Nvidia's earnings are a key catalyst because it acts as banker of last resort for the AI trade and must keep monetizing its chips after telling customers AI service prices are rising more than 15%; the setup is worth watching for how costs are passed through.
NVDA MED
Anthony Stevens Bloomberg Market Producer 3:15
Lenovo strong amid Nvidia customer pricing.
Lenovo is trading strongly amid the Asian tech downturn because Nvidia customers are absorbing AI service price increases better than the supply chain's memory and passive component cost increases.
LENOVO LOW
Isabelle Mateos y Lago Group Chief Economist, BNP Paribas 5:00
US yields keep rising; short Treasuries.
Treasury yields are likely to keep rising because borrowing needs for the Treasury and economy are increasing, debt-management announcements are small and time-limited, fiscal policy is in Congress's hands, and the Fed will not intervene absent disorderly conditions.
US 10-year Treasury notes HIGH
Isabelle Mateos y Lago Group Chief Economist, BNP Paribas 18:05
Iran escalation risks sharper energy spike.
The biggest near-term risk to growth and inflation is that US-Iran economic conflict escalates and pushes energy prices up in another sharp leg higher, with oil now between $85 and $95.
BNO MED
Isabelle Mateos y Lago Group Chief Economist, BNP Paribas 18:53
European gas prices rising, stay long.
European gas prices are a lot higher and still rising, adding to inflation and reinforcing the case for the ECB to hike in September.
UNG MED
Wayne Sanders Senior Defense Research Analyst, Bloomberg Intelligence 42:37
AI defense partnerships drive BAE and Leonardo.
European defense has a coordination problem rather than a spending problem; as AI, drones, cyber, and electronic warfare merge, US tech firms such as Palantir and Scale AI partnering with European champions BAE and Leonardo should see a lot of movement.
PLTR LDO.MI BAESY MED
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This Bloomberg Markets video, published August 24, 2026, features Anthony Stevens, Isabelle Mateos y Lago, Wayne Sanders discussing JD, BABA, NVDA, LENOVO, US 10-year Treasury notes, BNO, UNG, PLTR, LDO.MI, BAESY. 8 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Anthony Stevens, Isabelle Mateos y Lago, Wayne Sanders  · Tickers: JD, BABA, NVDA, LENOVO, US 10-year Treasury notes, BNO, UNG, PLTR, LDO.MI, BAESY