Trump’s Iran Warning; AI-Driven Demand Lifts ASML | The Pulse 7/15/2026
Technology stocks are leading equity markets higher after ASML’s earnings offered fresh evidence of the relentless demand for chips enabling the global AI buildout.
President Trump said he would intensify the US’s bombardment against Iran until it stops attacking ships in the Strait of Hormuz and agrees to open the waterway. Trump also backed away from his plan to impose a 20% charge on cargo shipments through Hormuz.
Federal Reserve Chairman Kevin Warsh said slowing inflation in June doesn’t mean it’s mission accomplished. For the first time since taking office, he also hinted at how the Fed may eventually have to respond.
Today’s guests: Mohit Kumar, Jefferies Chief European Economist & Strategist; Bob Sternfels, McKinsey Global Managing Partner; Claudia Major, German Marshall Fund Senior Vice President for Transatlantic Security
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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.
Chapters:
00:00:00 – The Pulse with Francine Lacqua
00:00:36 – ASML raises FY outlook as AI boosts demand
00:03:12 – Mohit Kumar, Jefferies Chief European Economist & Strategist
00:15:05 – Bob Sternfels, McKinsey Global Managing Partner
00:22:06 – PayPal surges premarket on Stripe, Advent offers
00:23:32 – Wednesday headlines
00:24:23 – Traders ditch July Fed hike bets after CPI
00:26:41 – UK Chancellor Reeves speaks at Mansion House
00:27:56 – UK economy roundtable: Katherine Griffiths, Philip Aldrick & Bloomberg Opinion’s Rosa Prince
00:37:29 – Claudia Major, German Marshall Fund Senior Vice President for Transatlantic Security
00:43:42 – Wall Street big banks’ results
00:45:30 – Richemont sales beat lifts luxury sector
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