Bloomberg Talks

Bull markets typically start with broader stock-market participation in the first few years as the Federal Reserve cuts interest cuts rates to support the economy, said Jurrien Timmer, director of global macro at Fidelity Investments. He speaks with Bloomberg's Tom Keene and Alexis Christophorous. 

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Patrick McHenry, Former House Financial Services Chair, says Republicans are playing defense in the 2026 midterms as campaign money moves toward races the party considers more urgent to protect. McHenry says Republicans should address the debt ceiling while they control Congress and the White House, warning Democrats could use it as leverage next year and that another standoff could cause greater Treasury-market turmoil than the 2023 fight. He speaks with Bloomberg's Tom Keene and Alexis Christophorous.

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Mobile payments firm Airtel Money starts trading on the London Stock Exchange on Friday, a listing that may mark the largest initial public offering for the bourse in five years. How the company trades will be the next test in London’s efforts to revitalize its capital markets. “Last night I had nightmares. You just don’t want to see that thing go red,” CEO Ian Ferrao told Bloomberg Radio. He joined Caroline Heper and Charles Capel ahead of the market open.

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NYSE Group President Lynn Martin talks about the newly formed Skydance Corp. making its trading debut on the exchange. She also talks about attracting new companies, the IPO market and competing for listings in Texas. She spoke to Bloomberg's Dani Burger.

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Cam Dawson, CIO at NewEdge Wealth, talks credit and cyclicals equity, as well as industrials and financials breaking down. She spoke to Bloomberg's Tom Keene and Alexis Christoforous.

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Edward Yardeni, president at Yardeni Research, discusses the factors pushing bond yields higher globally as he sees a “spectrum” of yield scenarios for the market. Yardeni finds US fiscal policy, not bond vigilantes, responsible for the rise in bond yields. He spoke to Bloomberg's Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern.

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Federal Reserve Bank of St. Louis President Alberto Musalem signals interest rates should increase over the next six-to-nine months to help inflation return to the central bank’s 2% target. He speaks during an interview with Bloomberg's Michael McKee at the Future of Fixed Income conference in New York.

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US Senator Thom Tillis, a North Carolina Republican, discusses the outlook for the Republican Party in the 2026 midterm elections. Senator Tillis says Republican candidates shouldn't be afraid to separate from President Donald Trump on certain issues and admits he regrets his support for Defense Secretary Pete Hegseth. Tillis spoke with Bloomberg's Joe Mathieu and Kailey Leinz.

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Israel Ambassador to the United Nations Danny Danon says he worries about a "trend worldwide of politicians attacking Israel to score points," speaking to Bloomberg News' Joe Mathieu and Kailey Leinz on Balance of Power Wednesday afternoon - the third year anniversary since the October 7th attacks. Danon was also asked during the interview about reports of warnings of an attack to Israel's leaders ahead of the 2023 attack.

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Dazzle is betting the next generation of personal AI should know more about you before you even ask a question. The startup uses photos and screenshots in a user’s camera roll to understand their interests, relationships, travel and belongings — then helps take actions, from finding a product and arranging a repair to planning activities or adding an event to a calendar. Dazzle CEO Marissa Mayer joins Ed Ludlow for more on "Bloomberg Tech."

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