Israel's Next Move After Attempt on Netanyahu; Stocks at Record

Bloomberg Audio Studios, Podcasts, Radio News. 0:00:09.760 --> 0:00:11.440 Good morning, I'm Nathan Hager. 0:00:11.440 --> 0:00:14.640 And I'm Karen Moscow. Here are the stories we're following today. 0:00:14.840 --> 0:00:17.200 Karen, we begin this morning with the latest developments out 0:00:17.200 --> 0:00:20.440 of the Middle East. Israeli Prime Minister Benjamin NETANYAHUO has 0:00:20.440 --> 0:00:23.640 held a series of meetings planning the next attack on Iran. 0:00:24.000 --> 0:00:27.960 That's after a Hesbala drone exploded next to his private home. 0:00:28.360 --> 0:00:31.120 We get more from Bloomberg's Patrick Sykes in the Middle East. 0:00:31.480 --> 0:00:33.960 The timeline to be clear, I think is still unclear, 0:00:34.040 --> 0:00:36.680 but that series of meetings over the weekend does suggest 0:00:36.800 --> 0:00:40.240 that it's firmly back on the agenda in the security circles. 0:00:40.320 --> 0:00:42.560 There were some leaks over the weekend from the US 0:00:42.680 --> 0:00:46.000 side suggesting that drones would be involved. That would tally 0:00:46.040 --> 0:00:47.960 with the last sort of back and forth earlier this 0:00:48.040 --> 0:00:50.880 year in April, when Israel's thought to have used drones 0:00:50.960 --> 0:00:54.400 to target Iranian radar facility. And then the only other 0:00:54.480 --> 0:00:57.880 lineup over the weekend was the Iranian Foreign minister calling 0:00:57.960 --> 0:01:01.200 any potential attack from Israel against her on a red 0:01:01.240 --> 0:01:05.000 line and promising to reply in kind. So both sides 0:01:05.120 --> 0:01:07.440 keeping up the rhetoric, but it does remain to be 0:01:07.480 --> 0:01:09.800 seen so when exactly it will take place? 0:01:09.880 --> 0:01:13.120 Bloomberg's Patrick Sike says Israel's killing of Hamas leader yach 0:01:13.160 --> 0:01:15.640 Ya sin War was viewed by many as a potential 0:01:15.720 --> 0:01:19.600 turning point, but in the days since combat has intensified, 0:01:19.600 --> 0:01:20.560 with Hesbala and. 0:01:20.640 --> 0:01:24.360 Hamas now to the latest in the presidential race, Nathan. 0:01:24.400 --> 0:01:28.000 With fifteen days until the election, former President Donald Trump 0:01:28.040 --> 0:01:31.959 held a town hall in Lancaster, Pennsylvania. He addressed a 0:01:32.000 --> 0:01:35.120 new line of attack from a Vice president Kamala Harris 0:01:35.319 --> 0:01:37.479 that he's getting tired on the campaign trail. 0:01:38.080 --> 0:01:39.759 I've done cognitive tests. 0:01:39.800 --> 0:01:42.080 I've done him twice and I aced both of them, 0:01:42.120 --> 0:01:44.600 and the doctor in one case said I've never seen 0:01:44.640 --> 0:01:47.960 anybody asom They've never seen anybody. 0:01:47.480 --> 0:01:50.200 As but I'd like to see cognitive. 0:01:49.760 --> 0:01:52.760 Tests for anybody running for president or vice president. 0:01:53.200 --> 0:01:56.520 Later today, Trump will hold a rally in Greenville, North Carolina, 0:01:56.600 --> 0:02:01.320 after heavily criticizing the Biden administration's response to Hurricane Helene. 0:02:01.400 --> 0:02:04.600 He has a series of splashy media events planned in 0:02:04.600 --> 0:02:07.760 the campaign's final days, including a rally at Madison Square 0:02:07.800 --> 0:02:08.760 Garden this Sunday. 0:02:08.880 --> 0:02:12.120 Well Meanwhile, Karen Vice President Harris, visited a black church 0:02:12.240 --> 0:02:15.280 in Stonecrest, Georgia on Sunday and gave an interview to 0:02:15.320 --> 0:02:18.800 the Reverend Al Sharpton on MSNBC. She was asked about 0:02:18.800 --> 0:02:21.960 the former president's quote street talk on the campaign and 0:02:22.120 --> 0:02:25.600 use of vulgar language to describe her record as vice president. 0:02:26.000 --> 0:02:29.080 The President of the United States must set a standard 0:02:29.960 --> 0:02:33.440 not only for our nation, but understanding the standard that 0:02:33.480 --> 0:02:35.720 we as a nation must set for the world. 0:02:36.200 --> 0:02:38.920 Kamala Harris predicted Trump's lack of decorum would be a 0:02:38.960 --> 0:02:43.320 disqualifier with voters. New federal campaign finance filings show the 0:02:43.360 --> 0:02:46.079 Harris campaign raised two hundred and twenty one point eight 0:02:46.240 --> 0:02:49.480 million dollars in September. That's more than three times the 0:02:49.560 --> 0:02:52.440 sixty two point seven million raised by the Trump campaign. 0:02:52.639 --> 0:02:55.800 The latest Real Clear Politics average of national polls shows 0:02:55.840 --> 0:02:58.400 the race still neck and neck, with Harris leading Trump 0:02:58.720 --> 0:03:00.840 by just nine tenths of one percent. 0:03:01.320 --> 0:03:03.280 Let me turn to the markets now, Nathan and Wall 0:03:03.320 --> 0:03:07.119 Street gets back to work with stocks in record territory. 0:03:07.160 --> 0:03:09.120 In fact, the S and P five hundred is coming 0:03:09.120 --> 0:03:12.960 off it's forty seventh record close of the year. Kamal Batia, 0:03:13.080 --> 0:03:15.639 president and CEO of Principal Asset Management. 0:03:15.919 --> 0:03:18.600 Look, I think the markets have very powerful momentum right now, 0:03:18.639 --> 0:03:20.880 not just here but also other parts of the world. 0:03:21.000 --> 0:03:26.239 So I do think the market conditions are perfect for 0:03:26.600 --> 0:03:30.000 equities to do well here, although the valuations are getting rich. 0:03:30.720 --> 0:03:33.840 Principal Asset Managements Kamal Batia notes the S and P 0:03:33.960 --> 0:03:36.480 five hundred has risen for six straight weeks. 0:03:36.280 --> 0:03:40.080 And well, that's raised concerns over valuations. Karen Muddy Waters 0:03:40.160 --> 0:03:43.360 Capital founder Carson Block says most investors would now do 0:03:43.440 --> 0:03:45.760 better to just buy the biggest US stocks. 0:03:46.040 --> 0:03:47.000 There's a FED put. 0:03:47.080 --> 0:03:50.280 There's always a FED put, you know. Does there come 0:03:50.280 --> 0:03:52.160 a point in time when the system breaks and the 0:03:52.160 --> 0:03:56.480 FED can't fix it? Theoretically yes, in our lifetimes. 0:03:56.600 --> 0:03:57.120 I don't know. 0:03:57.880 --> 0:04:00.880 So I think for now it probably pays not the 0:04:00.920 --> 0:04:04.360 thing too much, just close your eyes and buy, you know, 0:04:04.520 --> 0:04:05.520 probably mag seven. 0:04:06.000 --> 0:04:09.320 Muddy Waters Capital founder Carson Block also tells Bloomberg the 0:04:09.440 --> 0:04:11.680 China stock market is uninvestable. 0:04:12.160 --> 0:04:15.040 Well, Nathan. The parade of earnings continues, with the number 0:04:15.040 --> 0:04:19.520 of high profile companies reporting this week, including several Down members. 0:04:19.520 --> 0:04:21.839 We get a preview with Bloomberg's Charlie Pellett. 0:04:22.080 --> 0:04:25.080 We'll be getting earnings reports this week from AT and T, Boeing, 0:04:25.120 --> 0:04:28.279 and Coca Cola. It questions about whether the outlook for 0:04:28.320 --> 0:04:33.560 corporate profits justifies current valuations. Quincy Crosby is chief Global 0:04:33.600 --> 0:04:35.719 strategist at LPL Financial. 0:04:35.960 --> 0:04:39.120 This is a market that really is discerning and will 0:04:39.160 --> 0:04:44.160 punish any slight, any slight hint in the guidance that 0:04:44.200 --> 0:04:47.960 doesn't meet ultimately the valuations. 0:04:48.120 --> 0:04:53.240 Also reporting this week ge Tesla, American Airlines and Southwest Airlines. 0:04:53.440 --> 0:04:57.279 We'll also hear from UPS and Norfolk Southern in New York. 0:04:57.400 --> 0:04:59.120 Charlie Pellett, Bloomberg Radio. 0:04:59.320 --> 0:05:01.360 All right, Charlie, thank you. The S and P five 0:05:01.480 --> 0:05:04.240 hundred decade of big gains is about to come to 0:05:04.279 --> 0:05:07.520 an end. That is, according to strategists at Goldman Sacks. 0:05:07.600 --> 0:05:10.599 They say US stocks are unlikely to sustain their above 0:05:10.640 --> 0:05:14.560 average performance as investors turned to other assets, including bonds, 0:05:14.640 --> 0:05:17.640 for better returns. Goldman predicts the SMP will post an 0:05:17.640 --> 0:05:21.080 annualized nominal total return of just three percent over the 0:05:21.120 --> 0:05:23.880 next ten years. That compares with thirteen percent in the 0:05:23.960 --> 0:05:27.200 last decade and a long term average of eleven percent. 0:05:27.880 --> 0:05:30.480 Well Nathan and company news shares it boeing up almost 0:05:30.560 --> 0:05:33.799 four percent this morning. The Planemaker and the union representing 0:05:33.800 --> 0:05:37.040 thirty three thousand striking members hammered out a tentative new 0:05:37.040 --> 0:05:39.640 accord that not just a pay by thirty five percent 0:05:39.680 --> 0:05:42.640 over four years, but the hourly workers had the final 0:05:42.760 --> 0:05:45.560 say with their vote on Wednesday, and approval is far 0:05:45.640 --> 0:05:48.880 from certain. They overwhelmingly rejected a deal in September. 0:05:49.240 --> 0:05:52.080 Look for a jump in Treasury yields, Skaren. That's the 0:05:52.120 --> 0:05:54.560 call out a t ROW price. The firm says the 0:05:54.600 --> 0:05:57.520 tenure Treasury will test the five percent threshold in the 0:05:57.560 --> 0:05:59.840 next six months off the back of rising inflation, next 0:05:59.839 --> 0:06:03.800 PIT dictations, and concerns over US fiscal spending. The call 0:06:03.880 --> 0:06:07.560 stands out against market expectations of lower yields after the 0:06:07.600 --> 0:06:10.039 Fed cut rates for the first time in four years 0:06:10.200 --> 0:06:10.800 last month. 0:06:14.480 --> 0:06:16.440 Unnice time offert look at some of the other stories 0:06:16.440 --> 0:06:18.400 making news in New York and around the world, and 0:06:18.400 --> 0:06:20.479 for that we're joined by Bloomberg's Michael Laher. 0:06:20.640 --> 0:06:22.480 Michael, Good morning, Good morning, Karen. 0:06:22.760 --> 0:06:26.520 Hurricane Oscar made landfall and Cuba last night, bringing powerful 0:06:26.560 --> 0:06:30.839 winds across the island, which is already experiencing an island 0:06:30.839 --> 0:06:35.320 wide power outage. Senior hurricane specialist Brad Reinhardt, What's. 0:06:35.120 --> 0:06:38.560 Gonna be the biggest problem going forward is the heavy 0:06:38.640 --> 0:06:41.640 rainfall associated with OSCAR. So, I mean it could produce 0:06:41.720 --> 0:06:44.800 rainfall amounts of six to twelve inches with isolated amounts 0:06:44.839 --> 0:06:48.200 up to eighteen inches across eastern Cuba, and so that's 0:06:48.240 --> 0:06:51.560 going to pose the potential for flash flooding and mudslides, 0:06:51.600 --> 0:06:54.080 particularly over areas of mountainous terrain. 0:06:54.800 --> 0:06:58.320 Oscar's maximum wind speeds were eighty miles an hour when 0:06:58.320 --> 0:07:02.159 he made landfall. Investigation has underway in Georgia, where a 0:07:02.200 --> 0:07:06.640 catastrophic dock collapse took place on an island south of Savannah, 0:07:06.720 --> 0:07:11.080 killing at least seven people. Several more were injured. McIntosh County, 0:07:11.160 --> 0:07:15.640 Georgia official Kate Kerwaki says that President Biden has called 0:07:15.680 --> 0:07:16.679 to offer his support. 0:07:17.200 --> 0:07:21.520 I've personally had telephone calls from many elected officials from 0:07:21.640 --> 0:07:25.120 every sector, beginning with our president on down to fellow 0:07:25.120 --> 0:07:27.000 commissioners in our neighboring communities. 0:07:27.880 --> 0:07:31.000 Officials say the ferry bridge was relatively new. It was 0:07:31.040 --> 0:07:34.840 built at the end of twenty twenty one, which raises 0:07:34.880 --> 0:07:37.480 a lot of questions about why it would fail so soon. 0:07:38.280 --> 0:07:41.960 A helicopter crashed into a radio tower in Houston, Texas. 0:07:42.240 --> 0:07:44.520 The pilot and three passengers were all killed when the 0:07:44.560 --> 0:07:48.200 chopper brought down the tower in a Houston neighborhood. Authorities 0:07:48.240 --> 0:07:52.440 and witnesses say the fiery aftermath and debris spread across 0:07:52.480 --> 0:07:53.480 two to three blocks. 0:07:53.720 --> 0:07:57.600 The fire, everything was just someone like, that's what I thought. 0:07:57.600 --> 0:07:59.760 The first thing I thought it with the airplane Houston. 0:08:00.200 --> 0:08:01.560 John Whitmyer, the. 0:08:01.560 --> 0:08:05.800 Residents are secure and safe, but we have a terrible. 0:08:07.240 --> 0:08:12.280 Accident see multiple fatalities. Police say a child was among 0:08:12.320 --> 0:08:16.320 the four killed. President Joe Biden's administration unveiled a proposal 0:08:16.400 --> 0:08:20.000 today that would require private health plans to cover over 0:08:20.040 --> 0:08:24.080 the counter contraception at no additional cost to consumers. With 0:08:24.160 --> 0:08:28.200 the FDA's approval of Ophil, the US joined more than 0:08:28.240 --> 0:08:31.640 one hundred countries where birth control is already available without 0:08:31.680 --> 0:08:36.280 barriers such as doctor's appointments or parental approval. Global News 0:08:36.280 --> 0:08:38.920 twenty four hours a day and whenever you want it 0:08:39.040 --> 0:08:41.079 with the Bloomberg News. Now, I'm michae La Barr, and 0:08:41.160 --> 0:08:42.199 this is Bloomberg Care. 0:08:42.400 --> 0:08:49.080 All right, Michael Barr, thank you time Now for the 0:08:49.080 --> 0:08:52.679 Bloombergy Sports Update with John stash Hour. John good Morning. 0:08:52.520 --> 0:08:55.160 Didn't want to care of these Mets provided their fans 0:08:55.160 --> 0:08:57.360 with some great womans the past month, but the season 0:08:57.480 --> 0:09:00.600 ended in Los Angeles. The Dodgers won ten and their 0:09:00.720 --> 0:09:05.120 four series wins. LA outscored the Mets thirty seven to seven. 0:09:05.160 --> 0:09:08.480 The LCS MVP with shortstop Tommy Edmund hit over four 0:09:08.559 --> 0:09:10.439 hundred and in Game six, Edmund had a two run 0:09:10.480 --> 0:09:13.040 double the first inning a two run homer in the third. 0:09:13.040 --> 0:09:16.880 Peede Alonzo reflects on what the Mets still accomplished. 0:09:17.360 --> 0:09:20.200 There's so much for us to be proud of what 0:09:20.280 --> 0:09:25.680 we've overcome. How we became like brothers. I mean we 0:09:25.720 --> 0:09:29.640 were just like we accepted everyone for who they were. 0:09:29.720 --> 0:09:33.479 We came together, we gelled, We overcame so much adverseitee. 0:09:33.600 --> 0:09:36.199 It'll be just an interesting offseason for Alonzo. He'll be 0:09:36.280 --> 0:09:38.840 a free agent. Now get ready for the Aaron Judge 0:09:38.960 --> 0:09:42.520 Versus show. Hey O Tani Hype. Yankees and Dodgers start 0:09:42.559 --> 0:09:45.000 the World Series Friday in LA Week seven dugs for 0:09:45.040 --> 0:09:48.120 the Jets and Giants in Pittsburgh, Steelers scored the last 0:09:48.200 --> 0:09:50.720 thirty one beat the Jets thirty seven to fifteen. 0:09:50.840 --> 0:09:52.480 Russell Wilson debuted. 0:09:52.320 --> 0:09:54.640 For Pittsburgh, through for two touchdowns, ran for another two 0:09:54.720 --> 0:09:58.400 more Aaron Rodgers interceptions. That's six in the last three 0:09:58.480 --> 0:10:01.160 games as new teammate DeVante Adams a non factor in 0:10:01.160 --> 0:10:03.320 the Jets have lost four in a row. They're two 0:10:03.360 --> 0:10:05.640 and five, as are the Giants, who are zero and four. 0:10:05.640 --> 0:10:09.560 At Homely Glee scored one touchdown in four home games. Philadelphia, 0:10:09.640 --> 0:10:12.840 led by the ex Giants sake one. Barkley won twenty 0:10:12.880 --> 0:10:15.199 eight to three. Barkley at one hundred and seventy six 0:10:15.320 --> 0:10:18.880 yards exactly one hundred more than the Giants ran four 0:10:18.960 --> 0:10:22.760 Eagles at eight sacks in London. Jacksonville sent the Patriots 0:10:22.800 --> 0:10:24.760 to a sixth straight loss, thirty two to sixteen. The 0:10:24.840 --> 0:10:28.400 Commanders a forty to seven route of Carolina. The Super 0:10:28.440 --> 0:10:30.920 Bowl rematch, like the last time at Kansas City, win 0:10:31.400 --> 0:10:33.400 over the forty nine Ers twenty eight to eighteen. The 0:10:33.480 --> 0:10:36.600 Chiefs were six to oher with Detroit to win at Minnesota, 0:10:36.679 --> 0:10:39.280 case the only team still undefeated. The decisive Game five 0:10:39.360 --> 0:10:42.960 of the WNBA Finals went to overtime. The Liberty prevailed 0:10:43.040 --> 0:10:46.360 sixty seven to sixty two over Minnesota, first championship in 0:10:46.440 --> 0:10:47.360 franchise history. 0:10:47.760 --> 0:10:48.000 JOHNS. 0:10:48.000 --> 0:10:50.240 Stanshawad Bloomberg Sports, Karen and Eda. 0:10:52.400 --> 0:10:56.440 Coast to coast on Bloomberg Radio, nationwide on Sirius XM, 0:10:56.640 --> 0:10:59.439 and around the world on Bloomberg dot Com and the 0:10:59.520 --> 0:11:02.880 Bloomberg Business app. This is Bloomberg Daybreak. 0:11:03.120 --> 0:11:06.280 Good morning. I'm Nathan Hager. Israel is honing its attack 0:11:06.360 --> 0:11:09.680 plan against Iran, nearly three weeks after the country's massive 0:11:09.720 --> 0:11:13.400 ballistic missile strike against Israel earlier this month. The latest 0:11:13.440 --> 0:11:18.200 provocation a Hezbola drone attack that breached Israel's air defenses 0:11:18.240 --> 0:11:22.160 and exploded near Israeli Prime Minister Benjamin Netanyahu's home over 0:11:22.240 --> 0:11:24.560 the weekend. For the very latest, we were joined now 0:11:24.600 --> 0:11:29.240 by Bloomberg News Israel Bureau chief Ethan Brunner in Tel Aviv. Ethan, 0:11:29.480 --> 0:11:32.040 good morning. So what is the latest? I understand Israel 0:11:32.120 --> 0:11:36.560 has been going after Hesbola financial institutions in its latest strikes. 0:11:37.559 --> 0:11:39.640 That's right, Nathan, they've been. 0:11:39.760 --> 0:11:42.720 They've they announced late last night our time that they 0:11:42.800 --> 0:11:46.040 were about to start doing so, and urging civilians to 0:11:46.200 --> 0:11:49.320 live near the buildings that housed these Al Khard al 0:11:49.360 --> 0:11:51.040 Hassan Association. 0:11:51.960 --> 0:11:53.720 Institutions to get out. 0:11:53.640 --> 0:11:55.840 Of the way, and then they began a pretty heavy 0:11:55.880 --> 0:12:01.480 bombing campaign against them. They argue that this quasi bank 0:12:02.120 --> 0:12:05.240 is in fact the way in which His Blood gets 0:12:05.280 --> 0:12:09.680 its money, and in fact, the US Treasury did sanction 0:12:09.880 --> 0:12:11.680 that organization eight years ago. 0:12:11.880 --> 0:12:12.680 So there's some hitt. 0:12:13.400 --> 0:12:15.400 So what does this tell us, then, ethan, about where 0:12:15.520 --> 0:12:19.400 Israel could be going now against Iran. It's been nearly 0:12:19.559 --> 0:12:23.679 three weeks since that ballistic missile strike, and now this 0:12:23.960 --> 0:12:29.040 concern raised with the latest potential attack coming very close 0:12:29.240 --> 0:12:31.920 to Israeli Prime Minister Netanyahu himself. 0:12:32.880 --> 0:12:35.440 Yes, well, of course it was a His Blood drone, 0:12:36.120 --> 0:12:39.240 you know, not an Iranian drone. But we all know, 0:12:39.440 --> 0:12:42.559 at least Israel says, and we accept on some level 0:12:42.640 --> 0:12:46.000 that Iran is behind his bla very heavily, both in 0:12:46.120 --> 0:12:50.640 terms of arms and money. Iran did distance itself from 0:12:50.679 --> 0:12:55.319 that attack and is trying to keep in theory, you know, 0:12:55.960 --> 0:12:59.760 calm things down. But there's no question that Israel is 0:13:00.080 --> 0:13:03.880 planning some severe counterattack against Iran. 0:13:04.920 --> 0:13:06.360 I don't think it's going to come the next day 0:13:06.440 --> 0:13:06.640 or two. 0:13:06.720 --> 0:13:09.520 We do have Almos Hawksteen, the American envoy to Lebanon, 0:13:09.679 --> 0:13:12.559 in be route today, and we do have Tony Blink 0:13:12.640 --> 0:13:16.160 and the American Secretary of State do here tomorrow. So 0:13:16.920 --> 0:13:20.520 I think that there'll be some diplomatic activity for the 0:13:20.600 --> 0:13:24.280 next couple of days. And don't forget that the Americans 0:13:24.440 --> 0:13:30.120 provided the Israelis with anti ballistic missile defense system which 0:13:30.200 --> 0:13:34.480 is now in place in Israel. So everyone's getting ready 0:13:34.520 --> 0:13:35.680 for something, that's for sure. 0:13:36.040 --> 0:13:36.240 Yeah. 0:13:36.360 --> 0:13:38.760 Have we seen any signs at this point, Ethan, that 0:13:38.920 --> 0:13:42.760 this round of this latest round of diplomatic activity has 0:13:42.840 --> 0:13:46.720 had any impact on what the Israeli security cabinet might 0:13:46.760 --> 0:13:48.320 be planning at this point. 0:13:49.320 --> 0:13:51.560 It's a little unclear. They had a six or seven 0:13:51.640 --> 0:13:55.760 hour meeting late last night and into the morning. Not 0:13:56.440 --> 0:14:00.480 that many details have emerged as we underst stand it, 0:14:00.640 --> 0:14:03.679 They discussed a bunch of things, which does tell us 0:14:03.679 --> 0:14:06.959 a little something about the potential for diplomacy. There does 0:14:07.040 --> 0:14:09.400 seem to be an appetite. I don't know that it 0:14:09.520 --> 0:14:12.719 is overwhelming in the cabinet for some kind of more 0:14:12.800 --> 0:14:17.600 regional deal that involves the hostage is held by Hamas 0:14:17.720 --> 0:14:21.840 in Gaza, the situation at othern Elebanon by his Bellah, 0:14:22.400 --> 0:14:23.280 and you. 0:14:23.320 --> 0:14:25.960 Know, and the Houties and Iran and so on. So 0:14:26.080 --> 0:14:30.120 there was some notion of some kind of a broader deal, 0:14:30.760 --> 0:14:32.560 but it's not very clear what that would mean at 0:14:32.600 --> 0:14:33.040 this point. 0:14:33.280 --> 0:14:36.640 Does that idea of a broader deal imply that the 0:14:37.160 --> 0:14:41.160 death of Hamas leader Sinwar has had some impact that 0:14:41.280 --> 0:14:44.600 it could potentially be that pivot point that a lot 0:14:44.640 --> 0:14:47.840 of people were talking about before this latest drone strike 0:14:47.960 --> 0:14:49.920 on Prime Minister Ntsagna, who's home. 0:14:50.800 --> 0:14:54.600 Yes, I think it does now that, to be fair, 0:14:54.880 --> 0:14:58.720 came on top of the killing of Nostrala, the head 0:14:58.760 --> 0:15:01.960 of Hasballah. Of course those page are bombings and so on. 0:15:02.120 --> 0:15:04.520 So there was a sense in the last month, shall 0:15:04.560 --> 0:15:07.600 we say that Israel, which had felt very much on 0:15:07.720 --> 0:15:10.760 its back foot, had gotten back on the horse and 0:15:10.960 --> 0:15:14.400 was in a position to drive the story, drive the 0:15:14.480 --> 0:15:17.840 diplomacy more in its favor. So and then with the 0:15:17.960 --> 0:15:21.560 killing of Sinhwar, I agree with you, this seems like 0:15:21.640 --> 0:15:24.480 a moment when a number of israel Is again not all, 0:15:24.920 --> 0:15:28.960 not those necessarily far to the right of Natanyahu, but 0:15:29.800 --> 0:15:32.680 many would like to say take the win, let's get 0:15:32.760 --> 0:15:35.800 something going and get these sasages home, and maybe we 0:15:36.360 --> 0:15:40.880 have denatured enough of Hamas to not continue to have 0:15:40.960 --> 0:15:42.840 to go to war against it continually. 0:15:43.480 --> 0:15:46.000 Unfortunately, Ethan, we've only got about twenty seconds left. But 0:15:46.080 --> 0:15:48.720 we heard former President Trump say he's spoken with Prime 0:15:48.760 --> 0:15:52.360 Minister Natanyahu. How is US politics entering into all of 0:15:52.400 --> 0:15:53.160 this if at all? 0:15:54.440 --> 0:15:56.360 Look, I think it is to some extent. I mean, 0:15:56.400 --> 0:15:59.040 we probably need more than twenty seconds to really analyze that. 0:15:59.200 --> 0:16:03.200 But yeah, no doubt that there would be a difference 0:16:03.320 --> 0:16:07.640 between between a Trump and a Harris victory from the 0:16:07.680 --> 0:16:10.440 point of view of Israelis. But I do think both 0:16:10.800 --> 0:16:14.000 potential administrations are likely to want to not be very 0:16:14.080 --> 0:16:17.400 aggressive out here, look more domestically, and I think the 0:16:17.760 --> 0:16:18.400 Israelis are. 0:16:18.320 --> 0:16:18.800 Aware of that. 0:16:19.280 --> 0:16:22.680 This is Bloomberg Daybreak, your morning podcast on the stories 0:16:22.760 --> 0:16:25.720 making news from Wall Street to Washington and beyond. 0:16:26.040 --> 0:16:28.400 Look for us on your podcast feed by six am 0:16:28.480 --> 0:16:31.840 Eastern each morning, on Apple, Spotify, or anywhere else you listen. 0:16:32.120 --> 0:16:34.920 You can also listen live each morning starting at five 0:16:34.960 --> 0:16:37.600 am Wall Street Time on Bloomberg eleven three to zero 0:16:37.720 --> 0:16:40.560 in New York, Bloomberg in ninety nine to one in Washington, 0:16:40.680 --> 0:16:44.560 Bloomberg ninety two nine in Boston, and nationwide on serious 0:16:44.840 --> 0:16:46.320 XM Channel one twenty one. 0:16:46.760 --> 0:16:49.480 Plus listen coast to coast on the Bloomberg Business app 0:16:49.560 --> 0:16:52.280 now with Apple CarPlay and Android Atuto interfaces. 0:16:52.600 --> 0:16:55.600 And don't forget to subscribe to Bloomberg News Now. It's 0:16:55.600 --> 0:16:58.360 the latest news whenever you want it in five minutes 0:16:58.440 --> 0:17:01.520 or less. Search Bloomberg is now in your favorite podcast 0:17:01.600 --> 0:17:05.680 platform to stay informed all day long. I'm Karen Moscow. 0:17:05.560 --> 0:17:08.040 And I'm Nathan Hager. Join us again tomorrow morning for 0:17:08.119 --> 0:17:10.040 all the news you need to start your day right 0:17:10.080 --> 0:17:11.320 here on Bloomberg Day. 0:17:11.400 --> 0:17:11.520 Ray