Iran War: Trump Says New Talks to Begin | Daybreak Europe 8/3/2026

Смотреть на YouTube ↗  |  03 августа 2026, 07:07  |  46:02  |  Bloomberg Markets
Спикеры
Ludovic Subran — Директор по инвестициям и главный экономист Allianz
Tim Craighead — Global Chief Content Officer, Bloomberg Intelligence
Lizzy — Anchor, Bloomberg
Geopolitical optimism sends oil sharply lower as President Trump announces new US‑Iran talks and hints at a Strait of Hormuz deal. A coordinated US‑Japan yen intervention lifts the currency and rattles carry trades. Allianz’s chief economist advises dumping bonds in favour of gold, infrastructure debt and credit, while Bloomberg Intelligence highlights Novo Nordisk and HSBC as potential earnings winners. - Oil tumbles after Trump says new Iran talks start today and a Hormuz reopening deal is near. - US and Japan confirm first joint FX intervention in 15 years, signal more action to support the yen. - AstraZeneca explored a takeover of Bristol‑Myers Squibb in what would be the largest pharma deal ever. - South Korea’s Kospi falls 5% as disappointing chipmaker results and Chinese AI competition weigh. - Ludovic Subran (Allianz) recommends gold, infrastructure debt and credit as portfolio diversifiers. - Bloomberg Intelligence sees upside surprise potential for Novo Nordisk and a positive wealth‑flow story for HSBC. - Rising yen volatility puts yen carry trade profits at risk, prompting a call to exit.
Идеи
Ludovic Subran Директор по инвестициям и главный экономист Allianz 29:48
Use gold, infrastructure debt and credit for diversification
Traditional stock-bond correlations have broken down due to inflation uncertainty and a lack of synchronised central bank rate cuts, leaving standard portfolios undiversified. Subran recommends replacing bond exposure with gold, infrastructure debt, and corporate credit as better diversifiers in the current environment.
Infrastructure Debt LQD GLD Выс.
Tim Craighead Global Chief Content Officer, Bloomberg Intelligence 37:17
Novo Nordisk earnings could surprise to upside
Novo Nordisk's weight‑loss drug Wegovy is seeing stronger prescription trends than consensus expects, and Bloomberg Intelligence sees potential for an upside earnings surprise.
NVO Сред.
Tim Craighead Global Chief Content Officer, Bloomberg Intelligence 37:39
HSBC gains from mainland China wealth flows
HSBC is benefitting from wealth flows coming through mainland China, which is a big positive driver for the bank.
HSBC Низ.
Lizzy Anchor, Bloomberg 44:47
Yen carry trade gains at risk, time to exit
Coordinated US‑Japan yen intervention has increased yen volatility, putting year‑to‑date gains from carry trades at risk of being wiped out. The carry trade is becoming too dangerous to hold, suggesting it is time to exit.
Yen Carry Trade Сред.
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This Bloomberg Markets video, published August 03, 2026, features Ludovic Subran, Tim Craighead, Lizzy discussing Infrastructure Debt, LQD, GLD, NVO, HSBC, Yen Carry Trade. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Ludovic Subran, Tim Craighead, Lizzy  · Tickers: Infrastructure Debt, LQD, GLD, NVO, HSBC, Yen Carry Trade