ECB Executive Board member Isabel Schnabel suggests interest rates have reached the bottom, saying she's comfortable with bets that the next rate move will be a hike. Schnabel is the first policymaker to declare with any certainty that borrowing costs aren’t simply in a “good place” — as President Christine Lagarde and others have repeatedly said — but have reached a floor.
China's top leaders have made boosting domestic demand their top priority for 2026, as they seek to protect the economy from global trade. The Communist party's decision-making Politburo has also hinted at a measured approach to stimulus. They say they will keep their “proactive” fiscal and “moderately loose” monetary stances in play.
Plus Ukraine's President heads to London where Prime Minister Keir Starmer is hosting European leaders, as they seek to steer US-led peace talks. Over the weekend, US President Donald Trump said he was disappointed in the way Volodymyr Zelenskiy had handled Washington's proposal to end the war.
Today's guests: Anne Walsh, Guggenheim Investments CIO; Deepak Nath, Smith & Nephew CEO; James Lord, Morgan Stanley, Global Head of FX & EM Strategy; Natia Seskuria, RUSI Associate Fellow
---
"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 - China to prioritize boosting domestic demand in 2026
00:03:15 - Anne Walsh, Guggenheim Partners CIO
00:14:43 - Dalio: We are having too much debt
00:17:35 - Deepak Nath, Smith & Nephew CEO
00:23:43 - Monday headlines
00:24:23 - James Lord, Morgan Stanley Head of EM Strategy
00:31:04 - ECB's Schnabel signals to interest-rate rise
00:33:40 - Magnum Ice Cream Company's trading debut
00:36:54 - PIMCO CIO: Important to do own credit work
00:38:12 - Starmer hosts leaders to discuss Ukraine, Russia
00:42:14 - Natia Seskuria, RUSI
--------
More on Bloomberg Television and Markets
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China's top leaders have made boosting domestic demand their top priority for 2026, as they seek to protect the economy from global trade. The Communist party's decision-making Politburo has also hinted at a measured approach to stimulus. They say they will keep their “proactive” fiscal and “moderately loose” monetary stances in play.
Plus Ukraine's President heads to London where Prime Minister Keir Starmer is hosting European leaders, as they seek to steer US-led peace talks. Over the weekend, US President Donald Trump said he was disappointed in the way Volodymyr Zelenskiy had handled Washington's proposal to end the war.
Today's guests: Anne Walsh, Guggenheim Investments CIO; Deepak Nath, Smith & Nephew CEO; James Lord, Morgan Stanley, Global Head of FX & EM Strategy; Natia Seskuria, RUSI Associate Fellow
---
"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 - China to prioritize boosting domestic demand in 2026
00:03:15 - Anne Walsh, Guggenheim Partners CIO
00:14:43 - Dalio: We are having too much debt
00:17:35 - Deepak Nath, Smith & Nephew CEO
00:23:43 - Monday headlines
00:24:23 - James Lord, Morgan Stanley Head of EM Strategy
00:31:04 - ECB's Schnabel signals to interest-rate rise
00:33:40 - Magnum Ice Cream Company's trading debut
00:36:54 - PIMCO CIO: Important to do own credit work
00:38:12 - Starmer hosts leaders to discuss Ukraine, Russia
00:42:14 - Natia Seskuria, RUSI
--------
More on Bloomberg Television and Markets
Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
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LinkedIn: https://www.linkedin.com/company/bloomberg-news/
More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio
Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals
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Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
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Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts