US stocks headed for their longest streak of weekly losses since 2022 as traders grew more nervous about a protracted war in the Middle East, while China upped the ante in its trade dispute with the US. Bonds fell globally.
Today’s guests:
Phoenix Kalen, SocGen CIB, Global Head of Emerging Markets Research; Henrietta Pacquement, Allspring Global Investments, Fixed Income Chief Operating Officer; Pascal Confavreux, France Foreign Ministry Spokesperson; Jasmine El-Gamal, Averos Strategies, Founder and CEO; Amy Gower, Morgan Stanley, Metals and Mining Commodities Strategist.
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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
00:00:25 – Oil drops as Trump extends Iran deadline
00:03:59 – Iran market impacts roundtable: Allspring Global Investments’s Henrietta Pacquement & SocGen’s Phoenix Kalen
00:15:36 – Rubio: In G-7’s interest to help with Hormuz
00:16:07 – Pascal Confavreux, France Foreign Ministry Spokesperson
00:23:51 – Friday headlines
00:25:11 – Iran roundtable: Bloomberg’s Paul Wallace & Averos Strategies’ Jasmine El-Gamal
00:37:09 – Ukraine is running out of cash to pay for war
00:38:23 – NATO: Europe, Canada raised defense spending by 20% by 2025
00:39:31 – China plays the long game against Trump
00:42:33 – Amy Gower, Morgan Stanley, Metals and Mining Strategist
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