US equity futures and global bonds fall as higher oil prices fuel inflation concerns and bets that central banks will raise interest rates in September. Two oil supertankers were struck by projectiles while attempting to exit the Strait of Hormuz. US Army Secretary Dan Driscoll resigns after clashing with Defense Secretary Hegseth. Anthropic agrees to a $35 billion computing deal with Lambda, a cloud provider backed by Nvidia. Wei Li of BlackRock discusses the risks and income opportunities within the fixed income market.
Chapters:
00:00:00 – Bloomberg Brief Begins
00:00:44 – Global Market Check: Global Bond Selloff & Asian Markets
00:02:38 – European Markets & Rising Yields
00:03:46 – US Treasury Yields, Oil & Market Outlook
00:05:04 – First Look Movers
00:06:01 – Trump, Iran & Strait of Hormuz Tensions
00:10:00 – Global Bond Yields & Fed Rate Hike Outlook
00:15:23 – US Plan for Venezuela’s Oil Reserves
00:17:46 – Anthropic’s $35 Billion AI Capacity Deal, Chinese AI Companies & Monetization
00:20:28 – Front Page News
00:23:38 – Wei Li, BlackRock Global Chief Investment Strategist, on Rising Global Yields, What’s Driving the Bond Market Selloff, & Fed Policy, & September FOMC
00:33:26 – Trending on the Terminal
00:34:44 – Trump on Iran & US Munitions
00:35:06 – Pentagon Resignations & Iran War, US-Venezuela Oil Deal, & Medicare Drug Prices & Midterm Politics
00:39:32 – Anthropic, Lambda & AI Infrastructure, Shein IPO & Market Reaction
00:42:17 – What to Watch
——–
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