US equity futures waver and a global bond rout eases as higher yields attract investors. The yen strengthens as traders weigh intervention risks, while the BOJ is said to favor raising rates by a quarter point this month. President Trump says the latest strikes on Iran. US diesel prices hit a four-year high. Broadcom slips after the chipmaker’s results and short-term forecast failed to meet lofty expectations, despite predicting a boom in AI chips over the next two years. Seema Shah of Principal Asset Management joins “Bloomberg Brief” to discuss the implications of elevated yields on stocks.
Chapters:
00:00:00 – Bloomberg Brief Begins
00:00:18 – Top Stories & Headlines
00:00:50 – Global Market Check: Yen Surges as BOJ Leans Toward Rate Hike
00:02:13 – European Markets, Bond Yields & Swiss Economy
00:05:31 – What’s Driving the Yen’s Dramatic Strengthening, Dutch Central Bank Moves Gold From the US
00:09:14 – Iran Strikes US Bases as Middle East Tensions Escalate, China Pushes for a New Middle East Security Order
00:12:17 – Global Fuel Supply Strains Send Diesel Prices Higher, China’s Role in Shifting Global Oil Flows
00:17:19 – Broadcom’s AI Chip Boom Meets Short-Term Bottlenecks, Snowflake Sees Surge in Enterprise AI Adoption
00:20:00 – Front Page News
00:21:26 – Market Update: Stocks, Oil, Yields & the Yen
00:24:10 – Seema Shah, Principal Asset Management Chief Global Strategist, on AI Spending & Rising Bond Yields, Midterms, Market Volatility
00:33:47 – Trending on the Terminal
00:35:23 – Trump, Iran and Extended US Middle East Deployments, Xi Jinping Challenges US Influence in the Middle East
00:37:55 – Trump Administration and Birthright Citizenship
00:38:50 – Broadcom’s Long-Term AI Chip Growth Outlook, Snowflake, Databricks and the Enterprise AI Race, ByteDance Raises Billions for AI Expansion
00:42:35 – What to Watch
——–
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