Nvidia Prepares China Sales Resumption; EU Eyes Tariff Retaliation | Bloomberg Brief 7/15/2025

Posted on 07/15/2025
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US equity futures gain as Nvidia rises in the pre-market after the chip giant said the US would approve sales of it's H20 AI chips to Chinese customers. The EU eyes Boeing, bourbon and US autos in a potential retaliation against US tariffs. JPMorgan, Citi and Wells Fargo kick off earnings season. Peter Oppenheimer of Goldman Sachs says the US stock market is still very concentrated with big tech distorting the overall S&P 500 index. James Clarke of Blue Owl says investors in private credit are looking to opportunities that can withstand geopolitical shocks or cyclical bumps. France's Minister of European Affairs Benjamin Haddad says the EU finds US tariffs unacceptable and stands ready to retaliate with resolve. “Bloomberg Brief” delivers the market news, data and analysis you need to set your agenda.



Chapters:

00:00:00 - Intro

00:01:27 - First Look Movers

00:03:18 - Peter Oppenheimer, GS Chief Global Equity Strategist

00:10:14 - Trending on the Terminal

00:16:22 - Front Page News

00:22:45 - First Look Movers

00:24:19 - James Clarke, Blue Owl Global Head of Institutional Business Development

00:34:18 - Benjamin Haddad, France Minister of European Affairs

00:42:30 - What to Watch

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