US equity futures and Treasuries hold steady ahead of the August payrolls report. US retail diesel prices rise to a record high as the wars roil the market. DeepSeek plans to deploy at least 160,000 of Huawei’s top accelerators at a massive new data center in Inner Mongolia. Mark Haefele of UBS Global Management and Veronica Clark of Citi join “Bloomberg Brief” to look ahead to the jobs report.
Chapters:
00:00:00 – Bloomberg Brief Begins – Markets Brace for Payrolls
00:00:50 – Global Market Check: Asian Markets, Yen & BOJ Rate Hike Expectations
00:02:00 – European Markets & ECB Rate Outlook
00:03:14 – US Markets, Treasury Yields & Oil Prices
00:04:33 – First Look Movers: Lululemon, Samsara & Adobe
00:06:01 – Mark Haefele, UBS Global Wealth Management CIO, on the Fed, AI & the Economy, Bond Strategy & the Risk of Stagflation
00:13:44 – Breaking News: DeepSeek’s Massive Huawei Chip Order
00:14:33 – Volkswagen Restructuring & 100,000 Job Cuts
00:17:13 – Sam Altman on AI Rules, Freedom & Public Backlash, Altman on Explaining AI’s Benefits and Risks
00:21:34 – Market Check: Treasuries, Oil & Diesel Prices
00:23:03 – First Look Movers: Lululemon, Samsara & Credit Bureaus
00:24:26 – Veronica Clark, Citi US Economist, on Payrolls Preview, CPI, PCE & the September Fed Decision & Oil Prices, War & Inflation Risks
00:31:56 – Trending on the Terminal
00:33:13 – Iran Conflict, Fuel Prices & US Political Fallout
00:34:37 – US-China Relations Ahead of Trump-Xi Meeting, Supreme Court Fight Over Mail-In Ballots
00:37:57 – Anthropic Moves Closer to an IPO, OpenAI vs. Anthropic in the AI Race, DeepSeek’s 160,000 Huawei Chip Deployment
00:42:34 – What to Watch
——–
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