Get a jump start on the US trading day with Vonnie Quinn and Bailey Lipschultz on "Bloomberg Open Interest." Scott Bessent turns up the heat on global markets, from the yen to Treasuries. Brent crude breaks above $100 as fresh Middle East attacks stoke supply fears. Apple faces sky-high expectations ahead of its biggest event in years. Plus, Vale CFO Marcelo Bacci on resilient iron ore demand, and Anthropic researcher Jacob Coxon exits with a stark warning over AI risk.
Chapters:
00:00:00 – Open Interest
00:02:24 – Treasury Buybacks, Yen Intervention & Bond Market Volatility
00:04:56 – Oil Above $100, Iran Conflict & Global Energy Supply Risks
00:07:45 – Apple’s Foldable iPhone, John Ternus Era & Product Supercycle
00:12:24 – High Interest | Fed Meeting Cuts, Millennium’s Greece Expansion & Trump’s Midterm Convention
00:13:30 – Trump’s Midterm Strategy, Inflation Challenges & Texas Senate Battleground
00:17:46 – Emily Green Ellevest | Anthropic IPO, AI Investment Boom & Market Exuberance
00:31:32 – Top Calls | Nike & Lululemon Downgrades, Qualcomm Upgrade & Meta AI Optimism
00:33:38 – Apple’s Foldable iPhone, AI Wearables & Hardware Roadmap
00:39:38 – Former Anthropic Researcher’s AI Warning, OpenAI & AI Safety Risks
00:44:58 – Treasury Buybacks, Bessent’s Bond Strategy & Market Implications
00:47:31 – Anwiti Bahuguna Northern Trust | Rising Yields, AI Debt Boom, Equities vs Bonds & Fed Outlook
00:53:49 – Apple Event Preview, Meta’s AI Assistant & Jersey Mike’s Earnings
00:55:38 – High Interest | AI Debt Issuance Surge, Lionel Messi’s Business Expansion & M&A Boom
00:56:42 – Global M&A Revival, AI Deals & Post-Summer Dealmaking
00:59:25 – Lotfi Karoui PIMCO | Credit Markets, AI Financing, CCC Risk & Refinancing Pressures
01:05:41 – Marcelo Bacci Vale | Vale’s Copper Growth, China Demand, Panda Bonds & Iron Ore Outlook
01:23:46 – Trump’s Midterm Push, Republican Challenges & Election Strategy
——–
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