Bloomberg Economics’ Chris Kennedy talks latest threats in the Iran War and inflation impacts from the conflict. Then, Jeff Rosenberg of BlackRock joins to discuss the US treasury market as yields rise to their highest levels year-to-date on increasing inflation worries. Carol Massar and Tim Stenovec also speak to Tony Hemmelgard, President & CEO of Siemens Digital Industries Software, and Sek Hwan Hong, President & CEO of HD Hyundai, to talk about the newly announced partnership between the two companies to establish a digital shipyard in the US. Finally, SS Innovations CEO Dr. Sudhir Srivastava talks about his company’s dedication to advanced robotic surgery, and making it more affordable and available across healthcare systems.
Chapters
00:00:00 Bloomberg Businessweek Daily
00:01:40 Big Tech Selloff & Inflation Fears
00:03:00 Market Update: Tesla, Alphabet & Crude Surge
00:05:10 Iran War Escalation Drives Global Markets
00:08:00 Rising Energy Prices & Inflation Risks
00:11:30 BlackRock on the Biggest Macro Threat
00:18:50 Market Update: Tech Selloff Continues
00:21:00 Rebuilding America’s Shipbuilding Industry
00:23:20 Siemens & Hyundai’s Digital Shipyard Partnership
00:29:20 Can the U.S. Modernize Shipbuilding Fast Enough?
00:32:40 Market Update: Oil, Airlines & Defense Stocks
00:34:20 Robotic Surgery Market Faces New Competition
00:37:20 Can SS Innovations Challenge Intuitive Surgical?
00:42:40 Stocks on the Move: Tesla, Airlines & Industrials
00:46:00 Energy Winners, Airline Losers & Market Rotation
00:48:40 What’s Next for the Magnificent Seven?
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