Hamas Leader Killed; Harris Gains in Presidential Poll
On today's podcast:
1) Hamas Says Israel Killed Political Leader Haniyeh in Iran
2) Harris Wipes Out Trump’s Swing-State Lead in Election Dead Heat
3) Microsoft’s Azure Growth Slows, Testing Investors’ Patience
See omnystudio.com/listener for privacy information.
2024-07-31
17 min
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Bloomberg Audio Studios, Podcasts, radio news. Good morning, I'm Nathan 0:00:11.039 --> 0:00:14.040 Hager and I'm Karen Moscow. Here are the stories we're 0:00:14.040 --> 0:00:14.840 following today. 0:00:15.040 --> 0:00:18.239 Karen Oil is on the rise this morning following the 0:00:18.280 --> 0:00:22.079 latest developments in the Middle East. Hamas says Israel killed 0:00:22.120 --> 0:00:26.439 its political leader Ismael Hania in an airstrike on Tehran. 0:00:26.840 --> 0:00:30.080 Hania is a chief negotiator for Hamas. He was in 0:00:30.080 --> 0:00:33.320 Iran's capital for the inauguration of the country's new president. 0:00:33.640 --> 0:00:37.040 Bloomberg's Dan Williams in Jerusalem says the killing follows the 0:00:37.080 --> 0:00:39.720 recent death of another top level Hamas official. 0:00:40.159 --> 0:00:44.120 It's very, very impressive in terms of operations. We're talking 0:00:44.120 --> 0:00:47.920 about two Middle East capitals, two very senior targets with 0:00:48.040 --> 0:00:52.199 apparently very limited damage around them, kind of surgical strikes 0:00:52.360 --> 0:00:55.680 that could also be considered of strategic value. So in 0:00:55.680 --> 0:01:00.160 a sense, Nataniel will have burnished his credentials here and 0:01:00.200 --> 0:01:04.280 batted by the October seventh attacks that really blindsided Israel 0:01:04.600 --> 0:01:08.120 and cause casualties on an unprecedented scale. 0:01:08.160 --> 0:01:11.120 Bloomberg's Dan william says heny His death follows in Israeli 0:01:11.200 --> 0:01:15.000 strike on beb Route last night, targeting a senior Hesbola commander. 0:01:15.040 --> 0:01:17.360 That attack was a response to a rocket assault that 0:01:17.440 --> 0:01:20.280 killed twelve young people in the Israeli controlled goal On 0:01:20.400 --> 0:01:21.440 Heights over the weekend. 0:01:21.840 --> 0:01:25.039 Now, Nathan to another major story we're following this morning. 0:01:25.080 --> 0:01:29.200 The latest Bloomberg News Morning Consule poll of seven battleground states, 0:01:29.200 --> 0:01:32.000 conducted after President Joe Biden dropped out of the race, 0:01:32.319 --> 0:01:35.920 shows Vice President Kamala Harris in a statistical tie with 0:01:36.040 --> 0:01:40.600 Republican nominee Donald Trump. Bloomberg Amy Morris reports from Washington. 0:01:41.120 --> 0:01:44.399 Harris is riding a wave of enthusiasm among young, Black 0:01:44.400 --> 0:01:47.160 and Hispanic voters. More than a third of voters in 0:01:47.200 --> 0:01:50.320 the seven battleground states said they're much more likely to 0:01:50.400 --> 0:01:53.040 vote now that the contest is between Donald Trump and 0:01:53.080 --> 0:01:56.080 Kamala Harris, and the numbers rose to forty nine percent 0:01:56.160 --> 0:01:59.840 and forty four percent among Black and Hispanic voters, respectively. 0:02:00.240 --> 0:02:02.720 Almost two thirds of Black voters say they are now 0:02:02.800 --> 0:02:05.960 somewhat or much more likely to cast ballots in November. 0:02:06.280 --> 0:02:09.040 The number suggests Harris has a shot at reassembling the 0:02:09.120 --> 0:02:12.720 voter coalition that propelled President Barack Obama to the White 0:02:12.720 --> 0:02:15.720 House in Washington. Amy Morris, Bloomberg Radio. 0:02:15.520 --> 0:02:16.239 All right, Amy, thank you. 0:02:16.320 --> 0:02:16.400 Now. 0:02:16.480 --> 0:02:19.440 Vice President Harris is honing her campaign on those battleground 0:02:19.520 --> 0:02:22.120 states and focusing on the issue that Donald Trump's been 0:02:22.120 --> 0:02:25.400 looking to use against her, border security. Not a rally 0:02:25.400 --> 0:02:28.360 in Atlanta, Georgia, Harris said, the former president helped tank 0:02:28.360 --> 0:02:31.160 a bipartisan border bill in Congress earlier this year. 0:02:32.600 --> 0:02:36.640 It's my pledge to you as president, I will bring 0:02:36.720 --> 0:02:40.359 back the border security bill that Donald Trump killed. 0:02:43.880 --> 0:02:46.960 Vice President Harris now plans to tour all seven battleground 0:02:47.040 --> 0:02:50.640 states next week with her new running mate. She hasn't 0:02:50.680 --> 0:02:53.079 picked one yet, but a source tells Bloomberg News she's 0:02:53.120 --> 0:02:56.480 going to do interviews this week. Harris's VP shortlist is 0:02:56.520 --> 0:03:00.760 said to include Pennsylvania Governor Josh Shapiro, Minnesota Walls, and 0:03:00.960 --> 0:03:03.600 Arizona Senator Mark Kelly Well Nathan. 0:03:03.600 --> 0:03:05.640 We turn to the markets now. In reaction to US 0:03:05.720 --> 0:03:08.680 slough of earnings, shares a Microsoft down more than two 0:03:08.720 --> 0:03:11.600 percent this morning. The company's as You're a cloud computing 0:03:11.720 --> 0:03:15.280 service posting as slowed down in quarterly growth. As Bloomberg 0:03:15.280 --> 0:03:19.080 technology host at Ludlower reports, that's disappointing investors anxious to 0:03:19.080 --> 0:03:23.160 see a payoff from huge investments in artificial intelligence products. 0:03:23.320 --> 0:03:27.239 Ultimately, Microsoft as Your Cloud Services growth is slowing while 0:03:27.240 --> 0:03:30.600 capital expenditures are going up. So as Yours Cloud Services 0:03:30.639 --> 0:03:33.800 saw twenty nine percent top line growth, eight percent contribution 0:03:33.919 --> 0:03:37.280 specifically from artificial intelligence. That was up from a seven 0:03:37.280 --> 0:03:40.960 percent contribution from AI in the prior quarter. But this 0:03:41.120 --> 0:03:43.400 is a quarter where one you don't miss estimates, the 0:03:43.440 --> 0:03:46.720 street punishes you. But also we know that it's about 0:03:46.760 --> 0:03:49.320 the money machine right. Investors look very closely at the 0:03:49.360 --> 0:03:53.480 money going in on AI investment into infrastructure. For Microsoft, 0:03:53.560 --> 0:03:56.520 there was a significant jump there. They're finding it hard 0:03:56.520 --> 0:03:59.000 to see the money coming out. Ed Ludlow for Bloomberg 0:03:59.040 --> 0:04:00.280 News in New York's. 0:04:00.440 --> 0:04:02.440 All right, ed, thank you. On the flip side, shares 0:04:02.480 --> 0:04:05.280 of Advanced micro Devices are up more than nine percent. 0:04:05.360 --> 0:04:08.560 The chip maker gave an upbeat revenue forecast, underscoring its 0:04:08.680 --> 0:04:12.440 new artificial intelligence processors are boosting growth. 0:04:12.440 --> 0:04:16.160 And Nathan Shares of Tokyo Electron and ASML are surging 0:04:16.240 --> 0:04:19.040 this morning. The gains come after Reuters reported the Biden 0:04:19.080 --> 0:04:23.760 administration plan to exempt ship equipment makers in Japan, the Netherlands, 0:04:23.760 --> 0:04:26.599 and South Korea from upcoming export restrictions. 0:04:26.720 --> 0:04:29.440 Thank Care and Shares of Nvidia are up about five percent. 0:04:29.520 --> 0:04:33.000 It's been renamed the top us chip stock pick at 0:04:33.080 --> 0:04:36.320 Morgan Stanley. Analysts there say the recent selloff in Nvidia 0:04:36.720 --> 0:04:38.039 provided a good entry point. 0:04:39.240 --> 0:04:41.880 Well, Nathan, we stay in the semiconductor space, and Intel 0:04:41.960 --> 0:04:44.520 is planning to eliminate thousands of jobs. We get the 0:04:44.520 --> 0:04:46.360 details at Bloomberg's Doug Chrisner. 0:04:46.640 --> 0:04:49.560 The cuts are aimed at reducing cost and funding an 0:04:49.560 --> 0:04:52.240 ambitious effort to recover from a slump in earnings and 0:04:52.279 --> 0:04:54.760 a loss of market share. We are told the cuts 0:04:54.800 --> 0:04:57.680 may be announced as early as this week. Intel has 0:04:57.680 --> 0:05:01.360 about one hundred and ten thousand employees, excluding workers at 0:05:01.440 --> 0:05:05.320 units being spun off. CEO Pat Gelsinger is spending heavily 0:05:05.360 --> 0:05:08.720 on research and development to help Intel return to prominence 0:05:09.000 --> 0:05:12.960 in the semiconductor industry. Rivals such as advanced micro devices 0:05:13.160 --> 0:05:16.520 have caught up and taken market share. Intel is scheduled 0:05:16.520 --> 0:05:19.520 to report second quarter earnings on Thursday in New York. 0:05:19.560 --> 0:05:21.119 I'm Doug Prisoner Bloomberg Radio. 0:05:21.440 --> 0:05:21.919 Doug Thanks. 0:05:21.920 --> 0:05:25.480 In Europe, shares of HSBC are up four percent earnings 0:05:25.520 --> 0:05:27.960 top estimates, and the bank also announced a three billion 0:05:28.000 --> 0:05:31.080 dollar stock buyback. We caught up with Noel Quinn, who 0:05:31.160 --> 0:05:34.680 just finished his final quarter as boss of HSBC. 0:05:35.240 --> 0:05:37.920 I'm feeling really good. I think we've delivered a very 0:05:37.920 --> 0:05:39.960 strong set of results in the first six months of 0:05:40.000 --> 0:05:43.480 this year, following a record profit year last year. So 0:05:44.000 --> 0:05:47.320 really please that we've delivered a return on tansual equitcy 0:05:48.520 --> 0:05:51.280 of seventeen percent excluding notable items. 0:05:51.680 --> 0:05:54.640 HSBC's Noel Quinn will hand over the CEO rains to 0:05:54.680 --> 0:05:58.280 the current Chief Financial Officer, George el Hedri in September. 0:05:59.000 --> 0:06:02.320 The big event on themicfront comes this afternoon, Nathan, when 0:06:02.320 --> 0:06:06.560 the Fed makes a policy decision. While no move is expected, 0:06:06.560 --> 0:06:09.480 investors will be looking for clues if a September rate 0:06:09.560 --> 0:06:12.240 cut is on tap. And we get more from Bloomberg's 0:06:12.279 --> 0:06:13.160 Michael McKee. 0:06:13.400 --> 0:06:16.480 The Central Bank is not expected to change interest rates today, 0:06:16.600 --> 0:06:19.279 but what they say and how they say it is 0:06:19.279 --> 0:06:22.080 what Wall Street is looking for. They're not offering new 0:06:22.080 --> 0:06:25.640 forecasts or a dot plot update, but Fed officials are 0:06:25.680 --> 0:06:28.880 widely expected to signal a rate cut maybe coming at 0:06:28.880 --> 0:06:32.200 their September meeting. The question is how specific will they 0:06:32.240 --> 0:06:35.560 be in the statement or in Chairman Powell's news conference. 0:06:35.800 --> 0:06:38.559 How much confidence do they have that inflation is coming 0:06:38.600 --> 0:06:41.839 down and that the economy is not weakening too much. 0:06:42.200 --> 0:06:44.880 Will they be explicit or just offer hints they can 0:06:44.920 --> 0:06:47.280 back away from. Michael McKee Bloomberg Radio. 0:06:47.400 --> 0:06:49.160 All right, Michael, thank you, and please join us for 0:06:49.279 --> 0:06:51.880 special coverage of the Fed decision. It all begins at 0:06:51.880 --> 0:06:56.080 one thirty pm on Bloomberg Radio and television and YouTube. 0:06:56.279 --> 0:06:59.320 And Karen, we got a central bank decision in Asia. 0:06:59.400 --> 0:07:02.400 The Bank of Japa hand raised its benchmark interest rate 0:07:02.480 --> 0:07:06.960 and unveiled plans to have bond purchases, underscoring the boj's 0:07:07.000 --> 0:07:10.679 determination to normalize monetary policy. And the end is moving 0:07:10.760 --> 0:07:12.880 higher on the news right now, it's stronger by one 0:07:12.920 --> 0:07:15.320 point three percent against the dollar, trading at one point 0:07:15.320 --> 0:07:17.080 fifty point seventy seven. 0:07:20.800 --> 0:07:22.040 Time now for a look at some of the other 0:07:22.160 --> 0:07:24.239 stories making news in New York and around the world. 0:07:24.240 --> 0:07:26.480 And for that we're joined by Bloomberg's John Tucker. John, 0:07:26.480 --> 0:07:28.000 good morning, Good morning, Karen. 0:07:28.160 --> 0:07:31.000 The Carter Center says it was unable to verify the 0:07:31.040 --> 0:07:35.160 results of Venezuela's presidential election. The Atlanta based group also 0:07:35.240 --> 0:07:39.040 blaming authorities for a complete lack of transparency and declaring 0:07:39.120 --> 0:07:42.800 Nicholas Baduro the winner. Meanwhile, Venezuela and government leaders are 0:07:42.880 --> 0:07:46.120 ratcheting up attacks on their opponents. They included Collins with 0:07:46.120 --> 0:07:49.760 the arrest of opposition candidate at Mundo Gonzalez, who supporters 0:07:49.760 --> 0:07:53.160 say won by a landslide. Senators from both sides of 0:07:53.200 --> 0:07:56.040 the aisle had a joint committee congressional hearing on the 0:07:56.040 --> 0:07:59.960 attempted Trump assassination say they're not satisfied with Secret Service 0:08:00.080 --> 0:08:04.200 Director Kim Cheetle's resignation. Lawmakers are calling for a fundamental 0:08:04.240 --> 0:08:08.520 restructuring of the agency. Republican Senator Ron Johnson of Wisconsin 0:08:08.640 --> 0:08:12.520 called for more transparency from the FBI and the Secret Service. 0:08:12.760 --> 0:08:16.080 We have to have transcribed interviews of all the Secret 0:08:16.120 --> 0:08:19.880 Service personnel at the site, people involved the planning. This 0:08:19.960 --> 0:08:22.600 is just table stakes, and we need those interviews fast. 0:08:22.800 --> 0:08:24.640 We need them now because memories fade. 0:08:25.520 --> 0:08:29.200 Acting Secret Service Director Ronald Rose says that he's ashamed 0:08:29.280 --> 0:08:31.480 of the failures that allowed a gunman to fire eight 0:08:31.520 --> 0:08:34.840 shots at the former president. The Park Fire at Northern 0:08:34.880 --> 0:08:39.160 California became the fifth largest wildfire in state history. Evacuation 0:08:39.320 --> 0:08:42.000 orders were lifted in the town of Paradise, which was 0:08:42.120 --> 0:08:45.319 leveled in twenty eighteen, but a campfire that killed eighty 0:08:45.360 --> 0:08:48.120 five people. This man lost his home in that fire. 0:08:48.360 --> 0:08:51.080 Yesterday he and his wife returned to find the home 0:08:51.080 --> 0:08:53.440 that they had rebuilt destroyed again. 0:08:54.000 --> 0:08:56.679 I can't say it's easier the second time, but you're 0:08:56.720 --> 0:08:58.520 more numb to it the second time around. 0:08:58.520 --> 0:09:02.960 Obviously, firefighters could faced triple digit temperatures in the days ahead. 0:09:03.559 --> 0:09:05.760 By a vote of ninety one to three, the Senate 0:09:05.800 --> 0:09:08.400 passed a package of the Internet safety bills aimed at 0:09:08.480 --> 0:09:12.439 keeping kids safe online. Sent up Majority Leader Chuck Schumer. 0:09:12.320 --> 0:09:16.960 Now we call on the House to pass these common sense, 0:09:17.640 --> 0:09:20.080 bipartisan life saving bills. 0:09:20.880 --> 0:09:24.160 Senators Ran Paul, Mike Lee, and Ron Wyden voted against 0:09:24.160 --> 0:09:28.400 the package, citing concerns about freedom of speech. Global News 0:09:28.520 --> 0:09:30.240 twenty four hours a day and whenever you want it 0:09:30.280 --> 0:09:33.280 with Bloomberg News. Now, I'm John Tucker, and they see 0:09:33.320 --> 0:09:35.600 is Bloomberg Nathan and Karen All. 0:09:35.559 --> 0:09:43.240 Right, John, thank you time now for the Bloomberg Sports 0:09:43.320 --> 0:09:45.000 Update with John stash Hour. 0:09:45.120 --> 0:09:47.559 John, good morning, Good morning. Karen looks at the Yankee 0:09:47.559 --> 0:09:50.079 Winning Street is going to end in Philadelphia. The day 0:09:50.120 --> 0:09:52.840 began when Garrett Coles start being pushed back a few 0:09:52.920 --> 0:09:55.760 days due to arm fatigue, so Will Warren made his 0:09:55.880 --> 0:09:58.400 major league debut. Austin Hayes at a three run homer 0:09:58.440 --> 0:10:00.720 off him. The Phillies led for to one. The Yanks 0:10:00.760 --> 0:10:03.640 came back their new third baseman, Jazz Chisholm, who hit 0:10:03.679 --> 0:10:05.520 two home runs Monday, hit a solo shot in the 0:10:05.559 --> 0:10:08.000 sixth inning, then came up with two on in the 0:10:08.120 --> 0:10:12.239 seventh shrump pitches swung on hit James. 0:10:12.040 --> 0:10:18.120 To right that ghost Castianos at the wall, Baby another one, 0:10:18.679 --> 0:10:25.080 Sady Semigal smooth ches does it again. 0:10:25.440 --> 0:10:27.520 You fa and the call. Yanks led five to four 0:10:27.600 --> 0:10:29.959 until a Clay Holmes wild pitch bottom of the ninth. 0:10:30.120 --> 0:10:32.760 Neither team scored in the tenth inning, both scored in 0:10:32.800 --> 0:10:35.520 the eleventh. Only the Yankees scored in the twelfth. They 0:10:35.520 --> 0:10:37.880 won seven to six, go for a series sweep. This afternoon. 0:10:37.920 --> 0:10:40.680 Only one player in major league history had previously done 0:10:40.679 --> 0:10:43.520 what Chisholm has now done four home runs over the 0:10:43.520 --> 0:10:45.679 first three games with the new team and cityfield. The 0:10:45.679 --> 0:10:48.520 Mets followed up Mondays fifteen to two rout of the 0:10:48.520 --> 0:10:51.680 Twins with a two to nothing shutout. Superb pitching from 0:10:51.720 --> 0:10:54.280 Sean and I. At the trade deadline, the Mets acquired 0:10:54.360 --> 0:10:57.800 starting pitcher Paul Blackburn from Oakland. The Yankees added two relievers, 0:10:57.840 --> 0:11:01.080 including Mark Leier Junior from the Cubs. She pitched the 0:11:01.160 --> 0:11:03.520 tenth inning last night. Among the events today at the 0:11:03.520 --> 0:11:07.199 Paris Olympics, though women's fifteen hundred meters Katie Thedecki owns 0:11:07.240 --> 0:11:11.160 the nineteen fastest times ever. She's the heavy favorite, as 0:11:11.200 --> 0:11:14.360 the women's gymnastics team was yesterday and they prevailed with 0:11:14.480 --> 0:11:17.000 the gold medal that eluded them three years ago in Tokyo. 0:11:17.440 --> 0:11:20.000 John Stasha, We're Bloomberg Sports carry Nathan. 0:11:22.120 --> 0:11:26.160 Coast to coast on Bloomberg Radio, nationwide on Sirius XM, 0:11:26.360 --> 0:11:29.240 and around the world on Bloomberg dot Com and the 0:11:29.280 --> 0:11:33.640 Bloomberg Business app. This is Bloomberg Daybreak. Good morning. 0:11:33.640 --> 0:11:36.640 I'm Nathan Hager. The Middle East is bracing for further 0:11:36.760 --> 0:11:39.800 violence after the death of Hamas as political leader. The 0:11:39.800 --> 0:11:43.080 Iran backed militant group says Ismail Hania was killed in 0:11:43.120 --> 0:11:47.199 an Israeli airstrike on Tehran, and now Iran's supreme leader 0:11:47.240 --> 0:11:50.680 is promising quote severe retaliation for the latest We are 0:11:50.760 --> 0:11:53.880 joined now by Bloomberg's Kevin Whitelaw Kevin, good morning. What 0:11:54.200 --> 0:11:57.160 is the latest that we know about this assassination. 0:11:57.720 --> 0:11:59.800 Well, you know, as as usual in cases like this, 0:12:00.280 --> 0:12:04.319 Israel has been reasonably silent on it. But obviously the 0:12:04.840 --> 0:12:08.360 Hamas has blamed Israel for this assassination attempt, which appears 0:12:08.360 --> 0:12:11.679 to have been carried out in Iran at his residence. 0:12:11.760 --> 0:12:16.040 So this obviously is coming on the heels of another 0:12:17.400 --> 0:12:20.760 attack Israel said it carried out and killing a Hesbelah 0:12:20.800 --> 0:12:23.760 commander in Lebanon. So that's sparking a lot of concern 0:12:23.800 --> 0:12:27.480 that this could intensify the conflict, widen the conflict even 0:12:28.440 --> 0:12:32.560 and also sort of dashes some hopes for possible ceasefire 0:12:32.600 --> 0:12:36.880 negotiations since Henea was sort of the main interlocutor in 0:12:37.000 --> 0:12:39.800 the various talks between you know, sort of that were 0:12:39.800 --> 0:12:41.400 being broken between Israel and himas. 0:12:41.840 --> 0:12:45.200 Now and in the meantime, you mentioned the killing of 0:12:45.240 --> 0:12:48.680 that senior hesbel A commander in response to the Goal 0:12:48.760 --> 0:12:50.960 on Heights attack. Up to now that had been seen 0:12:51.000 --> 0:12:53.440 as something of a muted response. But what could the 0:12:53.480 --> 0:12:58.199 response be now that we have two major leaders of 0:12:58.280 --> 0:13:01.960 Iran backed groups take out in the Middle East. 0:13:02.400 --> 0:13:04.640 Well, that's just right. It does have the potential to 0:13:04.760 --> 0:13:06.680 escalate things, one coming on the heels of the other, 0:13:06.720 --> 0:13:09.439 and this one is particularly the second one is particularly 0:13:09.440 --> 0:13:15.080 embarrassing for Iran, which obviously backs both financially and militarily, 0:13:15.120 --> 0:13:18.600 backs both of US and HESBLA to various to varying decrees. 0:13:18.720 --> 0:13:21.240 It's very embarrassing for Tehran that since it happened, you know, 0:13:21.440 --> 0:13:25.400 inside their own country, so they may well feel that 0:13:25.440 --> 0:13:29.000 they need to respond, and obviously Israel could, depending on 0:13:29.040 --> 0:13:31.439 what happens, then widen it out further. So there are 0:13:31.640 --> 0:13:34.680 very very stark concerns about this. You've seen the price 0:13:34.679 --> 0:13:37.680 of oil go up on it. But at the same time, 0:13:37.720 --> 0:13:42.800 Iran had been looking for ways to sort of ease 0:13:42.840 --> 0:13:45.199 some of the sanctions they're under and been some talk 0:13:45.280 --> 0:13:48.000 about possibly reaching out to the West. So you know, 0:13:48.040 --> 0:13:52.960 there's still a path away from an escalation here. It's 0:13:53.000 --> 0:13:54.959 just not clear that that that's where it's going to 0:13:55.000 --> 0:13:55.360 be headed. 0:13:55.559 --> 0:13:58.320 But as you mentioned, smile Hania was also a key 0:13:58.679 --> 0:14:02.480 figure in the negotiations for a ceasefire between Israel and 0:14:02.559 --> 0:14:05.680 Hamas in Gaza. I mean, does this just throw that 0:14:05.840 --> 0:14:07.240 process up in the air now? 0:14:07.400 --> 0:14:09.559 Well, it definitely does. I think we're going to wait 0:14:09.600 --> 0:14:11.840 to see what the real reaction is. We've seen the 0:14:11.840 --> 0:14:13.960 reaction from Cutters so far, but sort of more in 0:14:14.000 --> 0:14:16.160 the form of a question, which is sort of how 0:14:16.160 --> 0:14:18.240 do you expect to have negotiations when you kill the 0:14:18.320 --> 0:14:21.120 one of the chief negotiators. So we'll have to see 0:14:21.280 --> 0:14:23.640 in the coming days and weeks what that actually means 0:14:23.640 --> 0:14:25.840 for this. You know, keep in mind Tomas is under 0:14:25.960 --> 0:14:29.520 eight tont of pressure from the Israeli assault, and so 0:14:30.280 --> 0:14:33.680 it is you know, there are some of some of 0:14:33.680 --> 0:14:36.480 the various dynamics that were pushing them towards towards the 0:14:36.680 --> 0:14:39.520 talks are obviously still there, but this does make it 0:14:39.560 --> 0:14:42.600 a lot harder for either side to trust in the 0:14:42.600 --> 0:14:43.480 idea of a ceasefire. 0:14:43.720 --> 0:14:45.640 Of course, the next US president is going to have 0:14:45.680 --> 0:14:49.440 to deal with Middle East tensions foreign policy as well. 0:14:49.600 --> 0:14:52.200 And we have a new look at the state of 0:14:52.320 --> 0:14:55.640 the presidential race in our latest Bloomberg News Morning Consult 0:14:55.680 --> 0:14:58.600 pull kind of a shift in the dynamic now with 0:14:58.680 --> 0:15:00.880 Kamala Harris on top of the Democratic ticket. 0:15:01.400 --> 0:15:04.880 Yeah, it's really interesting just how much that shifted there 0:15:04.960 --> 0:15:07.280 where you did have you know, Trump with with a 0:15:07.320 --> 0:15:10.480 reasonably clear lead. It's now basically showing up as a 0:15:10.520 --> 0:15:14.760 statistical tie in most of the key key battleground states. 0:15:15.280 --> 0:15:18.200 I think to me the most interesting figure in the 0:15:18.240 --> 0:15:23.720 poll was you're seeing the a number of different key 0:15:23.760 --> 0:15:27.440 groups that that Democrats need to win, sort of blacks 0:15:27.480 --> 0:15:33.320 and young voters and women. You're seeing a much higher 0:15:33.440 --> 0:15:37.000 propensity a likelihood of plan to actually vote in November. 0:15:37.080 --> 0:15:40.560 So obviously turnout is in all of these states is 0:15:40.600 --> 0:15:42.240 going to be an enormous factor. And I think that 0:15:42.280 --> 0:15:44.760 had been something that was really weighing on the Democrats 0:15:44.800 --> 0:15:47.320 when Biden was still atop the ticket, this notion that 0:15:47.360 --> 0:15:50.400 people just would just stay home they didn't like their choices. 0:15:50.480 --> 0:15:53.120 So seeing that the the a lot a lot of 0:15:53.160 --> 0:15:55.400 people and their key demographics are now a lot more 0:15:55.560 --> 0:15:58.840 likely to turn out in November, that's going to booie 0:15:58.840 --> 0:16:00.840 a lot of hopes in in the Harris camp. 0:16:01.040 --> 0:16:04.080 This is Bloomberg Daybreak Today, your morning brief on the 0:16:04.120 --> 0:16:07.560 stories making news from Wall Street to Washington and beyond. 0:16:07.840 --> 0:16:10.600 Look for us on your podcast feed at six am 0:16:10.680 --> 0:16:14.320 Eastern each morning, on Apple, Spotify, and anywhere else you 0:16:14.400 --> 0:16:15.560 get your podcasts. 0:16:15.680 --> 0:16:18.400 You can also listen live each morning starting at five 0:16:18.440 --> 0:16:21.080 am Wall Street Time on Bloomberg eleven three to zero 0:16:21.080 --> 0:16:23.960 in New York, Bloomberg ninety nine to one in Washington, 0:16:24.040 --> 0:16:26.920 Bloomberg one oh six to one in Boston, and Bloomberg 0:16:27.000 --> 0:16:28.680 ninety sixty in San Francisco. 0:16:29.040 --> 0:16:32.200 Our flagship New York station is also available on your 0:16:32.240 --> 0:16:37.680 Amazon Alexa devices. Just say Alexa Play Bloomberg eleven thirty plus. 0:16:37.720 --> 0:16:41.280 Listen coast to coast on the Bloomberg Business app, seriusxmb 0:16:41.440 --> 0:16:45.520 iHeartRadio app, and on Bloomberg dot Com. I'm Nathan Hager. 0:16:45.280 --> 0:16:48.400 And I'm Karen Moscow. Join us again tomorrow morning for 0:16:48.560 --> 0:16:51.040 all the news you need to start your day right 0:16:51.080 --> 0:17:01.880 here on Bloomberg Daybreak
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