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Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel

-Brendan Murray, Bloomberg Global Trade Editor, discusses U.S-China talks. The US and China have begun trade talks in London, with the US signaling a willingness to remove restrictions on some tech exports in exchange for assurances that China is easing limits on rare earth shipments.

-Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses political news of the day. Senate Republicans plan to propose revised tax and health-care provisions to President Trump's $3 trillion economic package, despite criticism from Elon Musk.

-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Warner Brothers Discovery splitting into two independent companies: Global Networks and Streaming and Studios. Global Networks will include entertainment, sports, and cable television brands such as CNN, TNT, and TBS, and will hold a 20% stake in Streaming and Studios.

-Ann Berry, Founder & Managing Partner at Threadneedle, discusses the latest on the markets. Despite a surge in stocks from April lows, market strategists are growing optimistic about US stocks, with some forecasting resilient economic growth and limited pullback over the summer.

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