
ANZ Head of FX Research Mahjabeen Zaman sees a push-pull in market expectations between a 25bps and 50bps cut at the Fed’s September meeting. She also sees a weaker dollar but says the large move down has taken place in the first half of the year. She speaks to Bloomberg’s Lizzy Burden on ‘Horizons Middle…

Marina Zavolock, Chief European Equity Strategist at Morgan Stanley, says investors should buy the dip in defense stocks and favors European software companies over semiconductors. She speaks to Bloomberg’s Kriti Gupta, Valerie Tytel and Guy Johnson on ‘The Opening Trade.’ (Source: Bloomberg) Source: Bloomberg Markets.
Bloomberg Opinion columnist JP Spinetto traveled to the Panama Canal to see what’s at stake in the unexpected fight for its control between the US and China. (Source: Bloomberg) Source: Bloomberg Markets.