US equity futures rise after Coreweave’s strong results and robust demand for Anthropic’s IPO. US Treasury futures fall after a hot inflation print fueled Fed rate-hike bets and fueled a spike in yields. Cash Treasury market is closed for Veterans Day holiday. Olaolu Aganga of Citi discusses the sustainability of the AI-driven tech rally.
Maureen Lawlor
Chapters:
00:00:00 – Bloomberg Brief
00:01:01 – Global Markets Rally on AI Optimism
00:03:32 – CoreWeave, Anthropic and OpenAI Drive AI Trade
00:08:38 – Hot CPI Revives Fed Rate Hike Bets
00:12:09 – Hedge Funds Cut Risk and US China Tensions
00:13:40 – Russia Ukraine Peace Talks Resume
00:18:18 – Eimear Bonner, Chevron CFO, on Oil Production
00:20:09 – Front Page News: Hegseth, Bessent and Nvidia
00:23:55 – Olaolu Aganga, Citi Head of Portfolio Construction and Analytics, on AI, Inflation and Markets
00:31:31 – Iran, Consumer Prices and US China Relations
00:35:17 – Washington Politics and Global Affairs
00:41:34 – Day Ahead: Fed Speakers, OPEC and Markets
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