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Global stocks hit a record after US inflation data fuels bets on a Fed cut next month, while the Treasury Secretary says 50 basis points should be in play. Scott Bessent rules out the possibility that Chinese investment in the US could be part of any trade pact. And Ukraine's President Volodymyr Zelenskiy says he won't cede the Donbas region to Russia, as he pushes to be included in Friday's talks between Washington and Moscow. We also get the details on Evergrande's delisting in Hong Kong, and insight into the next big energy trade that European investors are piling into: mega-batteries. Our guest Tanvi Kanchan, Anand Rathi Shares & Stock Brokers Head of Business & Strategy shares her thoughts on the Fed and US economy, tariffs and the US-India relationship. Chapters: 00:00:00 - Daybreak Europe 00:07:52 - Global stocks hit a record high as hotter CPI fuels Fed rate cut bets 00:08:34 - Scott Bessent dismisses idea of China investing in US as part of trade deal 00:16:15 - Property developer Evergrande delists from Hong Kong 00:20:41 - Nicolai Tangen, Norges Bank Investment Management CEO 00:26:10 - Tanvi Kanchan, Anand Rathi Head of Business & Strategy 00:33:38 - OPEC forecasts tight oil market in 2026 00:39:18 - Energy traders focus on mega batteries as next big trade -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: / bloombergtv Facebook: / bloombergtelevision Instagram: / bloombergtv Connect with Bloomberg Business on: X: / business Facebook: / bloombergbusiness Instagram: / bloombergbusiness TikTok: https://www.tiktok.com/@bloombergbusi... Reddit: / bloomberg LinkedIn: / bloomberg-news More from Bloomberg: Bloomberg Radio: / bloombergradio Bloomberg Surveillance: / bsurveillance Bloomberg Politics: / bpolitics Bloomberg Originals: / bbgoriginals Watch more on YouTube: Bloomberg Technology: / @bloombergtechnology Bloomberg Originals: / @business Bloomberg Quicktake: / @bloombergquicktake Bloomberg Espanol: / @bloomberg_espanol Bloomberg Podcasts: / @bloombergpodcasts