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
——–
More on Bloomberg Television and Markets
Like this video? Subscribe and turn on notifications so you don’t miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.
Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/
Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/
More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio
Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals
Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts
