Asia Trade: Market Rebound, Fed Chair Warsh, AI Valuations, EU-China Trade

A Bloomberg market-open program covering Asia-Pacific equities, Fed policy expectations, AI valuation concerns, EU-China trade measures, energy markets, and central bank views.

■ Asia Markets and AI Trade
- Regional stocks attempt a rebound after a selloff; Kospi and chip names in focus
- Discussion of AI valuations, hyperscaler capex, TSMC results, and funding risks

■ Fed and Rates
- Kevin Warsh speaks at the IMF/World Bank meetings amid hot U.S. inflation data
- Treasury yields, bond volatility, and October rate expectations

■ EU-China Trade and Europe
- EU weighs new trade powers and possible market access restrictions targeting China
- Mario Draghi on ECB intervention and France; ESM managing director on risk monitoring

■ Energy, Currencies, and Asia Policy
- Oil supply risks, emergency reserve releases, and Asian FX pressure
- Malaysia central bank inflation/growth outlook; MSCI potential reclassification of Indonesia

■ Private Markets and Technology
- Blue Owl on AI infrastructure, private credit, and long-duration hyperscaler investments
- TSMC outlook and Nvidia CEO comments on AI ecosystem concerns

For viewers tracking Asia market opens, macro policy, AI investment themes, and trade developments, this provides context on key catalysts and central bank signals. It ends with upcoming Fed remarks and market-moving events to watch.