Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day.

00:00 Nvidia’s Blowout Outlook and Warsh Heads to Jackson Hole
06:05 Fed Must Navigate a ‘Tale of Two Economies’ — Aaron Kennon, Clear Harbor Asset Management
17:05 Nvidia’s 70% Growth Forecast Raises Execution Risk — Angelo Zino, CFRA
29:13 Meta Settlement Puts Pressure on TikTok and YouTube — Stuart Benjamin, Duke Law School
38:09 Warsh to Provide ‘Framework’ Guidance on Policy — Torsten Slok, Apollo
52:29 AI Is an ‘Earnings Momentum Freight Train’ — Matt Miskin, Manulife John Hancock Investments
1:06:08 Ignore Deficit Plans Until Congress Gets Involved — Libby Cantrill, PIMCO
1:13:05 Higher Rates Could Make Sense as Soon as September — Jeffrey Schmid, Kansas City Fed President
1:30:23 America’s Success Depends on De-Escalation With Canada — Frances Donald, RBC
1:40:25 AI Earnings Aren’t as Strong as They Look — Savita Subramanian, BofA Global Research
1:52:31 Nvidia Has Better Visibility Than Investors Thought — Gil Luria, DA Davidson
2:01:02 US Jobless Claims Fall, Goods-Trade Deficit Widens — Michael McKee, Bloomberg
2:03:13 Fed Is Stuck in the ‘Muddled Middle’ — Nela Richardson, ADP
2:17:57 AI Adoption Is Finally Showing Up in Fundamentals — Michelle Weaver, Morgan Stanley
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Watch it live every week day from 6-9 ET on Bloomberg Television, YouTube, Roku, Apple TV, Samsung TV, Android TV, Rakuten TV.

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Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we’ll tell you what matters for investors in Europe, giving you insight before trading begins.

Iranian Foreign Minister Abbas Araghchi and his Omani counterpart Badr Albusaidi discussed an “interim framework” aimed at resuming shipping through the Strait of Hormuz, according to a joint statement carried by the Oman News Agency, as the two sides press ahead with long-running talks over navigation through the key waterway.

Stocks rose as Asian chipmakers advanced ahead of Nvidia results, with traders looking to the chip bellwether’s earnings for the next beat in the AI trade.

And Bloomberg learns the Trump administration is discussing additional trade penalties against Canada after Prime Minister Mark Carney unveiled dollar-for-dollar retaliation to new tariffs imposed by the US.

Chapters:
00:00:00 – Daybreak Europe
00:00:42 – Nasdaq Futures Underperforms Ahead of Nvidia
00:03:15 – Nvidia Report to Show Sustainability of AI Spending
00:05:09 – Iran, Oman Push for Interim Hormuz Reopening
00:05:36 – Hormuz Transit Routes Emerge
00:15:37 – ECB’s Schnabel Says Rates Must Rise Further on Inflation Risks
00:18:25 – OpenAI Steps Into the Chips Race With Jalapeno
00:24:51 – Stocks Rise in Runup to Nvidia, Oil Extends Slide
00:28:14 – Carney Matches Trump Tariffs With 50% Tax on US Dairy, Steel
00:31:44 – Meta, States Have Discussed Settling Teen Social Media Case
00:35:11 – Trump-Backed Darline Graham Wins Senate Runoff in South Carolina
00:41:11 – France Heads Into Budget Debate on Weak Footing
00:43:21 – ‘Queen of Country’ Dolly Parton Dies at 80
——–
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Rachel Reeves says concerns about a US-UK trade deal can’t affect decisions about combat operations in Iran.

Speaking to Stephanie Flanders, the UK chancellor defended the decision not to back the initial American-Israeli strikes.
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Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we’ll tell you what matters for investors in Europe, giving you insight before trading begins.

Treasury Secretary Scott Bessent’s threat to unleash an “economic D-Day” against Iran risks setting the US on a collision course with China, its main trading partner. Bessent promised an “economic onslaught against Iran’s financial connections around the globe” as President Donald Trump tries to wind down his unpopular war in the Middle East.

US stock-index futures gained as pressure on technology shares eased, signaling tentative optimism ahead of key earnings this week that will test confidence in the artificial intelligence trade. Bitcoin advanced to a three-month high.

And Volkswagen CEO Oliver Blume prepared to confront workers over his plans to radically shrink the carmaker, a test of his ability to push through sweeping changes at speed.

Today’s guest: Anna Macdonald, Hargreaves Lansdown, Investment Strategy Director

Chapters:
00:00:00 – Daybreak Europe
00:02:47 – Asian stocks fluctuate as caution builds
00:04:44 – US threatens Iran’s trade partners with sanctions
00:09:59 – Bessent’s Iran threat hinges on willingness to hit China
00:12:30 – Carney: ‘Momentum reversed’ on US trade talks
00:15:35 – Bessent stops short of new bond measures
00:19:38 – Bloomberg Intelligence looks at how Hormuz shock will reshape energy market
00:24:17 – Tuesday headlines
00:26:20 – Front page news
00:27:32 – Anna Macdonald, Hargreaves Lansdown, Investment Strategy Director
00:34:32 – Tuesday top stories
00:36:07 – Volkswagen CEO to present restructuring plan to workers
00:39:34 – Grosvenor’s heat warning for London luxury homes
00:42:00 – Tuesday top stories
00:44:15 – US importing more from Canada than China
——–
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Saira Malik, Chief Investment Officer at Nuveen, talks about what she wants to hear from Fed Chair Kevin Warsh in Jackson Hole and she explains why she’s bullish on software stocks. Malik speaks on “Bloomberg The Close.”
——–
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