Technology stocks bounced back on Thursday after Taiwan Semiconductor Manufacturing Co. revived confidence in the durability of artificial-intelligence demand. Metals fell from all-time highs.
Meanwhile, Iran may have averted US strikes for now after US President Donald Trump appeared to walk back threats to attack Tehran for killing protesters, while a top Iranian official pledged not to carry out executions.
Today’s guests: Kokou Agbo-Bloua, SocGen CIB, Global Head of Economics, Cross-Asset and Quant Research; Roxane Farmanfarmaian, Cambridge University Lecturer; Diana Choyleva, Enodo Economics Chief Economist.
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"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops.
Chapters:
00:00:00 – The Pulse with Francine Lacqua
00:00:45 – TSMC delivers blockbuster earnings
00:04:16 – Kokou Agbo-Bloua, SocGen CIB, Global Head of Economics, Cross-Asset and Quant Research
00:11:13 – Wall Street profit parade at risk
00:11:55 – US bank rally gets s reality check
00:14:42 – Trump signals he’ll hold off another attack on Iran
00:16:32 – Roxane Farmanfarmaian, Cambridge University Lecturer
00:23:45 – Thursday headlines
00:25:25 – Germany leads military buildup in Greenland
00:26:57 – Tillis: See no path for Trump’s aspiration for Greenland
00:29:13 – Diana Choyleva, Enodo Economics Chief Economist
00:37:44 – Thursday top stories
00:39:56 – Richemont smashes estimates on Cartier sales
00:42:38 – Thursday top stories
00:43:41 – Big Take: Generic Ozempic makers are coming to upend the obesity market
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