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US-Iran Pause Triggers Relief Rally | The Pulse 7/27/2026
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July 27, 2026
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49:32Now PlayingA sharp drop in oil prices triggered a relief rally in stocks and bonds after a lull in hostilities in the Middle East. The US paused an almost two-week run of strikes against Iran for a second night while the Islamic Republic signaled it was refraining from any retaliatory attacks.
Bloomberg has learned that Nvidia is in talks to provide a financing guarantee to help OpenAI lease computing from a US data center project planned for 2028. It underscores how the world’s most valuable company is funneling capital into the infrastructure that drives its business.
CXMT surged 466% in its Shanghai trading debut to become China’s largest onshore-listed company, as investors piled into one of the country’s biggest artificial-intelligence champions.
Today's guests: Ifo Institute President Clemens Fuest; Subitha Subramaniam, Sarasin & Partners Chief Economist; Kem Inenacho, Latham & Watkins Partner.
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"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops.
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