Anna Edwards, Guy Johnson, Tom Mackenzie and Mark Cudmore break down today’s key themes for analysts and investors on “Bloomberg: The Opening Trade.”
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A weekly, midday program that delivers high-impact, editorially driven coverage of the most important corporate transactions shaping the global market. Today’s guests: Fortress Co-CEO Managing Partner Drew McKnight, Ernst & Young Partner, Financial Services EY-Parthenon Elyse Reilly, Jefferies Head of FIG, M&A, Americas Nina Naydenova, and Oak Hill Advisors Founder & CEO Glenn August.

YouTube Chapters:

00:00 Bloomberg Deals opens
04:04 J&J Orthopedics Spinoff
06:55 Bumble Taken Private
09:06 Starbucks and Chipotle Rumors
10:53 Drew McKnight, Fortress on AI and Credit
11:38 AI and Data Center Risk
12:45 Credit Standards and Defaults
14:18 Private Equity and Liquidity
15:19 Defaults and Restructurings
17:24 Private Credit Risks
18:47 Portfolio Diversification
20:17 Financial Services Investment Committee
21:10 Financial Services M&A
21:51 Asset and Wealth Management Deals
23:22 Banking Consolidation
24:02 AI and M&A
25:12 Scale in Financial Services
26:11 Cybersecurity Risk
27:05 Regulatory Uncertainty
28:48 Glenn August, Oak Hill Advisors on Private Credit
30:02 Software Credit Opportunities
31:24 Debt and Distressed Investing
33:04 Financing the AI Buildout
35:27 AI and Chip Financing Risks
36:45 AI Capital Constraints
37:57 GlobalFoundries Chip Deal
38:24 Reese Witherspoon Buys Back Hello Sunshine
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The 2-Year/10-Year treasury spread recently narrowed to just 20 basis points, reviving fears of a yield-curve inversion, before widening back to roughly 49 basis points. With inflation fears, heavy Treasury issuance and AI-driven capital demand keeping long-term yields elevated, could the bigger risk be something other than recession? Presented by @cmegroup

https://www.cmegroup.com/openmarkets/quicktake-by-bloomberg.html?utm_source=youtube&utm_medium=paid_social&utm_campaign=quicktake_evergreen&utm_content=more_insight

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NATO Supreme Allied Commander Europe (SACEUR) General Alexus G. Grynkewich – the alliance’s top military commander – says the alliance should increase support to Ukraine when they’re hit by Russian hybrid attacks. On the “brutal” war, he said there are “windows of opportunity” to bring the conflict to an end and that the alliance should seize them where possible to bring both sides to the table. He made the comments in his first interview with Bloomberg TV’s Oliver Crook in Warsaw on Sunday Oct. 11.
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CoreWeave’s stock dropped 20% during the first three trading sessions of this week, then Nvidia CEO Jensen Huang stepped in to say he had confidence in the company. But will that be enough to prop up the stock? Mandeep Singh of Bloomberg Intelligence has more.
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