30-year Treasury yields stay elevated after the Fed kept interest rates unchanged for a seventh consecutive month. US equity futures rise as Microsoft earnings reassure investors that AI spending is paying off. Andrew Hollenhorst of Citi dissects Fed Chair Warsh’s messaging around rates. Angelo Zino of CFRA analyzes the results from Meta and Microsoft.
Chapters:
00:00:00 – Bloomberg Brief Begins, Opening Headlines: Fed Credibility, Bonds & Markets
00:00:45 – Global Market Check: Asia Market Update: Stocks, Samsung & China, Europe Market Update & Bank of England Preview
00:03:48 – Fed Decision Sparks Bond Market Turmoil
00:05:42 – First Look Movers: Microsoft, Meta, Qualcomm & Starbucks
00:06:50 – Fed Chair Kevin Warsh Defends Inflation Strategy
00:07:47 – Markets Question the Fed’s Credibility
00:12:40 – Microsoft Earnings Boost Tech Sentiment, Why Meta’s AI Spending Isn’t Convincing Investors, Samsung’s Strong Results Fail to Lift Shares
00:16:30 – Trending on the Terminal
00:17:46 – Middle East Tensions Drive Oil Higher
00:20:04 – Front Page News: Hedge Funds, Trump & Fauci
00:21:26 – Half-Hour Market Reset
00:25:49 – Andrew Hollenhorst, Citi Chief US Economist, on the Fed Reaction
00:33:06 – Trending on the Terminal
00:34:47 – Angelo Zino, CFRA Vice President of Technology, on Meta’s AI Strategy Under Scrutiny
00:37:42 – CFRA’s Zino on Microsoft’s AI Business Continues to Impress
00:41:09 – What to Watch: Apple, Amazon & BOE Decision
——–
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