Benchmarks in Australia, South Korea and Japan all climbed in early trading Wednesday, pushing a gauge of Asian shares 0.4% higher. Geopolitical tensions may add headwinds to the markets, which had calmed recently after a month of turmoil from the tariff blitz unleashed by US President Donald Trump. We look at how the tariff story is resonating through the Asia-Pacific with Helen Zhu, Managing Partner and Chief Investment Officer at NF Trinity.

Plus - oil rose after CNN reported that US intelligence had suggested Israel is making preparations for a possible strike on Iranian nuclear facilities. Stocks in Asia advanced on Wednesday. West Texas Intermediate gained 1.5% to $62.96 a barrel. It's not clear that Israeli leaders had made a final decision to carry out the strikes, CNN said, citing unnamed officials. Contracts for the S&P 500 and the Nasdaq 100 were down 0.1%, paring most of their losses earlier in the day. We get reaction to the day's macro headlines from Brian Vendig, President and Chief Investment Officer at MJP Wealth Advisors.

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Asian shares rose for the first time in four days, mirroring gains in the US that placed the S&P 500 index on the brink of a bull market. A regional stock gauge gained 0.5% after the S&P 500 index climbed for a sixth straight day. Shares in Hong Kong advanced 0.3%, with Contemporary Amperex Technology Co. Ltd. jumping 13% in its local debut. Treasuries were steady after whipsawing on Monday with the downgrading of US debt by Moody's Ratings. US equity-index futures edged down while gold dipped 0.1% as haven demand ebbed. We break down the market reaction with Rob Williams, Managing Partner and Chief Investment Strategist at Sage Advisory Services.

Plus - could Hong Kong's status as a global financial hub may be entering a new phase? With major listings like CATL and Hengrui Pharmaceuticals drawing significant foreign inflows, Bloomberg Opinion columnist Shuli Ren joins to discuss how the city is offering Chinese firms a path to global capital while sidestepping geopolitical flashpoints.

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The dollar edged lower along with US equity-index futures after Moody's Ratings stripped the US government of its top credit rating, citing a ballooning budget deficit it said showed little sign of narrowing. US stock futures declined 0.7% after the ratings were slashed one level to Aa1 from Aaa Friday. A gauge of the dollar weakened 0.3% and Treasuries were little changed at the open Monday. Shares in Japan, Australia and South Korea were weaker at the open. We get reaction from Larry Tentarelli, Chief Technical Strategist at Blue Chip Daily Trend Report.

Plus - holding longer-term Treasuries and importing Japanese cars manufactured in the US are among the possible bargaining chips for Tokyo in its talks with Washington over President Donald Trump's sweeping tariffs, according to the leader of a small but influential opposition party. Yuichiro Tamaki, head of the Democratic Party for the People, said in an interview last week that Japan could offer to reinvest proceeds from maturing US Treasury holdings into super-long bonds in return for concessions on tariffs. Those comments come ahead of the G7 Finance Ministers meeting in Canada this week. We get more on Japan's outlook from Tobias Harris, Founder and Principal at Japan Foresight. He speaks with Bloomberg's Yvonne Man and Avril Hong.

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Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week.

• In the US – a look ahead to a look ahead to home sales data and earnings from Target.
• In the UK – a look ahead to the Qatar Economic Forum.
• In Asia – a look ahead to earnings from Baidu.
  
  
  

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Asian currencies look poised to benefit from a favorable mix of lower US Treasury yields, softer oil prices, and sustained downward pressure on the greenback. A cautious outlook from Walmart underscores lingering vulnerabilities that may cap gains in US assets. Stateside, traders priced in two Federal Reserve rate cuts this year. Shares in South Korea and Australia climbed early Friday, while Japan's were mixed. US futures inched higher after the S&P 500 rose 0.4% Thursday. JPMorgan Chase CEO Jamie Dimon says recession remains a possibility as tariff fallout continues to buffet global economies. We break down the day's market action with Michael Green, Chief Strategist at Simplify Asset Management.

Plus - we'll get earnings from Chinese EV maker XPeng in the week ahead. Linda Lew, China Autos Reporter for Bloomberg News, joins for a preview.

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Stocks in Asia fell early Thursday for the first time in five sessions as the rally on Wall Street sparked by US-China trade talks showed signs of exhaustion, on speculation stocks have run too fast amid risks stemming from a trade war to an economic slowdown and sticky inflation. Japanese and Australian stocks edged lower, while a gauge of US-listed Chinese companies climbed 1.2% on Wednesday. Tencent Holdings Ltd.'s revenue grew at its fastest pace in more than three years. We get a look at the market landscape with Mark Konyn, Chief Investment Officer at AIA Group.

Stateside, the S&P 500 edged up just 0.1%. Most sectors fell, but big tech climbed. Boeing Co. gained on its largest-ever deal, with Qatar Airways placing an order for long-range jets during a visit to Doha by Donald Trump. The dollar erased losses as Bloomberg News reported the US is not working to include currency policy pledges in trade accords. Bond yields rose as Federal Reserve rate-cut bets receded. We get the views of John Creekmur, Chief Investment Officer at Creekmur Wealth Advisors.

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Asian stocks traded in narrow ranges early Wednesday after US benchmarks wiped out their 2025 losses on signs the global trade war is cooling and after US inflation climbed less than forecast. Equities were mixed in Japan while they crept lower in Australia. US contracts were little changed after chipmakers led Tuesday's rally on Wall Street, following news Nvidia and Advanced Micro Devices will supply semiconductors to Saudi Arabian firm Humain for a data-center project. We get a look at the market landscape with Todd Walsh, CEO and Chief Technical Analyst at Alpha Cubed Investments.

Plus - former US Ambassador to China Nick Burns warns that the US-China trade war has effectively become a trade embargo, driven by extreme tariffs and deepening strategic rivalry. Burns stresses that the worlds two largest global economies must strike a deal within 90 days to prevent long-term economic decoupling. He speaks with Bloomberg's David Gura.

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Asian stocks followed gains in US equities on optimism the US-China trade truce marks the end to an all-out tariff war. Shares in Australia and Japan jumped at the open after the S&P 500 closed more than 3% higher. Japan's Topix gained for a 13th day, putting it on track for it longest winning streak in 16 years. A gauge of US-listed Chinese stocks surged 5.4% on Monday in its best session in over two months. The dollar was little changed in Asia after jumping Monday. The return of risk appetite came as trade negotiators from the world's two biggest economies announced Monday a massive de-escalation in tariffs. In a carefully coordinated joint statement, the US slashed duties on Chinese products to 30% from 145% for a 90-day period, while Beijing dropped its levy on most goods to 10%. We get reaction from Brian Krawez, President and Lead Portfolio Manager at Scharf Investments.

Plus - stocks in Pakistan and India rallied Monday as a ceasefire agreement between the two nuclear-armed neighbors calmed markets that had been shaken by military clashes on their border. Pakistan's stock benchmark KSE-30 Index closed 9.3% higher, the most since 2008, in a rally that triggered an hour-long trading halt. The NSE Nifty 50 Index rose 3.8% in Mumbai, as both nations stepped back from the brink of war, allowing market participants to turn their focus back to the economic outlook for the South Asian nations. We take a closer look at the outlook for Indian equities with Peeyush Mittal, Senior Equity Research Analyst at Matthews Asia.

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