Nvidia’s earnings are under pressure. Shares trail the Philadelphia Semiconductor Index by 50%, costs are rising and rivals are building their own chips. Credit markets are uneasy as hedging costs double and Asia traders will be watching closely when results are released this week. Bloomberg’s Anthony Stephens reports.
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On this episode of the Everybody’s Business podcast, Harvard economist Ken Rogoff tells Stacey Vanek Smith and Max Chafkin why he calls the US-Canada trade war a “bar fight” and how President Trump’s latest spat with US’s closest ally differs from tariff wars with other countries.
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Uncertainty is mounting at Tata Sons as Chairman Natarajan Chandrasekaran prepares to step down after a boardroom deadlock. The leadership shake-up comes as India’s $180 billion conglomerate faces mounting financial and regulatory pressures.
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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
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This year’s Jackson Hole, the first of the Kevin Warsh era, comes at a very interesting time for monetary policy.

Kansas City Fed President Jeffrey Schmid joins Tracy Alloway and Joe Weisenthal on the Odd Lots podcast for a curtain raiser on the symposium and he shares this thoughts on the Fed’s ongoing battle with inflation.
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