Iran War Spikes Gas Prices, New Deal Boosts US Shipbuilding | Bloomberg Businessweek Daily 7/23/2026

Bloomberg Economics' Chris Kennedy talks latest threats in the Iran War and inflation impacts from the conflict. Then, Jeff Rosenberg of BlackRock joins to discuss the US treasury market as yields rise to their highest levels year-to-date on increasing inflation worries. Carol Massar and Tim Stenovec also speak to Tony Hemmelgard, President & CEO of Siemens Digital Industries Software, and Sek Hwan Hong, President & CEO of HD Hyundai, to talk about the newly announced partnership between the two companies to establish a digital shipyard in the US. Finally, SS Innovations CEO Dr. Sudhir Srivastava talks about his company's dedication to advanced robotic surgery, and making it more affordable and available across healthcare systems. Chapters 00:00:00 Bloomberg Businessweek Daily 00:01:40 Big Tech Selloff & Inflation Fears 00:03:00 Market Update: Tesla, Alphabet & Crude Surge 00:05:10 Iran War Escalation Drives Global Markets 00:08:00 Rising Energy Prices & Inflation Risks 00:11:30 BlackRock on the Biggest Macro Threat 00:18:50 Market Update: Tech Selloff Continues 00:21:00 Rebuilding America's Shipbuilding Industry 00:23:20 Siemens & Hyundai's Digital Shipyard Partnership 00:29:20 Can the U.S. Modernize Shipbuilding Fast Enough? 00:32:40 Market Update: Oil, Airlines & Defense Stocks 00:34:20 Robotic Surgery Market Faces New Competition 00:37:20 Can SS Innovations Challenge Intuitive Surgical? 00:42:40 Stocks on the Move: Tesla, Airlines & Industrials 00:46:00 Energy Winners, Airline Losers & Market Rotation 00:48:40 What's Next for the Magnificent Seven? -------- 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