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cover of episode Cautious Open as Israel-Iran Ceasefire Appears to Hold

Cautious Open as Israel-Iran Ceasefire Appears to Hold

2025/6/25
logo of podcast Bloomberg Daybreak: Asia Edition

Bloomberg Daybreak: Asia Edition
AI Deep Dive AI Chapters Transcript
People
D
Donald Trump
批评CHIPS Act，倡导使用关税而非补贴来促进美国国内芯片制造。
J
Jay Powell
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Jenny Marsh
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Joanne Bianco
Topics
Jenny Marsh: 我认为中国在此次中东冲突中主要扮演了观望者的角色。虽然中国发表了强烈的声明谴责美国，并声称美国正在破坏国际秩序，但实际上中国并未采取任何有效的行动来解决冲突。中国与伊朗的关系更多是出于挑战美国主导的国际秩序的战略考量，而非单纯的经济利益。尽管中国购买一部分受制裁的伊朗石油，但这更多是为了反对美国的制裁制度。中国对霍尔木兹海峡的稳定非常关注，因为该海峡是中国石油运输的重要通道。然而，中国不愿直接介入外国冲突，以免招致美国的制裁。总的来说，中国的行动以自身利益为出发点，避免卷入过深，并寻求在国际舞台上挑战美国的影响力。 Donald Trump: 我认为以色列和伊朗长期以来一直在争斗，以至于他们都不清楚自己在做什么。双方的冲突毫无意义。

Deep Dive

Chapters
This chapter analyzes China's role in the Israel-Iran conflict, examining its diplomatic efforts, economic relations with Iran, and the potential impact on oil shipments through the Strait of Hormuz. The discussion also explores the level of anti-American sentiment in China and the government's handling of nationalist narratives.
  • China issued a strong condemnation of US strikes on Iranian nuclear facilities.
  • China's oil imports from Iran are a small percentage of its total supply.
  • China's relationship with Iran is partly driven by opposition to US sanctions and a desire to challenge the US-led world order.
  • China's main concern is the potential disruption of oil shipments through the Strait of Hormuz.
  • Anti-American sentiment in China is not as widespread as might be expected.

Shownotes Transcript

Stocks in Asia opened on a cautious note as the Israel-Iran truce appeared to hold and Federal Reserve Chair Jerome Powell gave balanced comments on prospects for rate cuts. Late Tuesday in the States, President Donald Trump appeared to undermine years of US sanctions on Iran, giving its biggest customer China the green light to carry on buying its oil as he seeks to bolster a ceasefire with Israel. We discuss Beijing's role in what now appears to be a subdued conflict with Jenni Marsh, Greater China Eco-Gov Team Leader for Bloomberg News.

Plus - Treasury yields and a gauge of the dollar steadied. The benchmark 10-year yield shed five basis points in the previous session as Fed Chair Powell said "many paths are possible" for monetary policy. We look at the US central bank's path ahead with JoAnne Bianco, Partner and Senior Investment Strategist at BondBloxx Investment Management.

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