US-Iran Pause Triggers Relief Rally | The Pulse 7/27/2026
A sharp drop in oil prices triggered a relief rally in stocks and bonds after a lull in hostilities in the Middle East. The US
A sharp drop in oil prices triggered a relief rally in stocks and bonds after a lull in hostilities in the Middle East. The US paused an almost two-week run of strikes against Iran for a second night while the Islamic Republic signaled it was refraining from any retaliatory attacks. Bloomberg has learned that Nvidia is in talks to provide a financing guarantee to help OpenAI lease computing from a US data center project planned for 2028. It underscores how the world’s most valuable company is funneling capital into the infrastructure that drives its business. CXMT surged 466% in its Shanghai trading debut to become China’s largest onshore-listed company, as investors piled into one of the country’s biggest artificial-intelligence champions.
Today's guests: Ifo Institute President Clemens Fuest; Subitha Subramaniam, Sarasin & Partners Chief Economist; Kem Inenacho, Latham & Watkins Partner. "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 Begins, Opening & Top Stories 00:00:22 - Market Open: Oil Falls, Big Tech Earnings & AstraZeneca 00:01:34 - German Ifo Business Confidence Beats Expectation 00:02:24 - Ifo President Clemens Fuest on Germany's Economic Outlook 00:11:19 - Energy Markets: U.S. and Iran Hold Fire 00:12:08 - Middle East Update: Strait of Hormuz & Oil Supply Risks 00:15:59 - Subitha Subramaniam, Sarasin & Partners Chief Economist, on How Energy Volatility Impacts Europe 00:24:42 - Market Headlines: China AI IPO & Tech Earnings 00:25:43 - CXMT's Blockbuster IPO Debut, Nvidia, OpenAI & AI Data Center Spending, What to Watch in Big Tech Earnings 00:30:10 - AstraZeneca Beats on Profit 00:32:41 - European Earnings Season Outlook 00:36:13 - Global Headlines: Trade, Ukraine & Wildfires 00:37:25 - France & Spain Wildfire Crisis 00:42:51 - Kem Inenacho, Latham & Watkins Partner, on Global M&A Boom and Mega Deals & Private Equity, Valuations & Dealmaking 00:48:44 - European Market Close & Wrap-Up More on Bloomberg Television and Markets Like this video?
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