Get a jump start on the US trading day with Dani Burger and Isabelle Lee on “Bloomberg Open Interest.” Dani Burger is at Carlyle’s Global Investor Conference, talking defense tech, AI and the outlook for credit with Ian Fujiyama, Jason Thomas and Alex Chi. Plus, the Fed under pressure, questions over an AI slowdown and Scott Bessent in the Capitol Hill spotlight on inflation, energy and AI.

Chapters:
00:00:00 – Open Interest
00:02:11 – Harvey Schwartz CEO Carlyle | Fed Outlook, Rates, Inflation & Why Zero Rates Aren’t Coming Back
00:02:45 – Jason Thomas | Fed Under Pressure, Rising Yields & Why Another Rate Hike May Follow
00:06:30 – Jason Thomas | AI Capex Boom, Data Center Risks & Why Markets May Be Underpricing Risk
00:15:04 – High Interest | Altera IPO Filing, AI Existential Threat Warning & Bessent’s Debt Strategy
00:16:01 – Fed Dot Plot, Scott Bessent Testimony & Why Real Rates Matter
00:19:30 – Nimrit Kang Northstar Asset Management | AI Slowdown Risks, Market Leadership & Portfolio Positioning
00:29:40 – Harvey Schwartz CEO Carlyle | Private Credit Risks, Rising Rates & Carlyle’s Outlook
00:30:10 – Alex Chi Carlyle Deputy CIO | Private Credit, Maturity Wall, Defaults & Direct Lending Opportunities
00:38:29 – John Redett Carlyle Co-President and Head of Global Private Equity | Carlyle’s Fundraising Boom, AI Investment Trends & Private Equity Outlook
00:42:21 – John Redett Carlyle Co-President and Head of Global Private Equity | AI Infrastructure, Data Centers & Why the AI Investment Cycle Continues
00:46:40 – Scott Bessent Testimony Begins | IMF, World Bank, Growth Agenda & U.S. Economic Strategy
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Mark Cudmore and Anna Edwards break down today’s key themes for analysts and investors on “Bloomberg Markets Europe.” For up to the minute market intelligence and insight, click MLIV ＜GO＞.
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President Donald Trump’s opposition to guardrails on artificial intelligence puts him at odds with a growing number of lawmakers from both parties, with AI safety fears adding to voters’ misgivings about the technology heading into the midterm elections.

Britain’s employers shed workers at the fastest rate in nine months, according to figures that emphasized the weak state of the jobs market ahead of the Bank of England’s latest interest rates decision on Thursday.

The Opening Trade has everything you need to know as markets open across Europe. With analysis you won’t find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards, Guy Johnson and Tom Mackenzie.

Chapters:
00:00:00 – The Opening Trade
00:00:28 – Market Check
00:03:57 – US 10-Year Yield Highest Since 2007
00:06:27 – Oil Price Gains on Saudi Pipeline
00:08:21 – Chip Stock Selloff
00:15:21 – Bond Makret
00:27:12 – Energy Prices
00:27:30 – Brent Crude Price
00:36:55 – China Economy Momentum Stays Weak
00:47:12 – Stocks to Watch: Defense, Luxury, Banks
01:04:33 – London Fashion Week
01:08:58 – UK Jobss
01:23:27 – Need More AI Regulation: Canada’s Mark Carney
01:28:15 – Novo to Disclose ‘Next Chapter’ Soon
01:32:52 – UK Inflation
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Bloomberg’s Yvonne Man speaks with Artificial Analysis’s Micah Hill-Smith about the AI race, China’s role in it, and the growing debate over model safety.
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“Bloomberg: The China Show” is your definitive source for news and analysis on the world’s second-biggest economy. From politics and policy to tech and trends, Yvonne Man and David Ingles give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.

Chapters:
00:00:00 – The China Show opens
00:03:13 – AI leaders back slower development over safety concerns
00:06:53 – Artificial Analysis’ Micah Hill-Smith on the need for stronger AI safeguards
00:14:36 – Triada Capital’s Monica Hsiao on why US inflation remains sticky
00:26:30 – Triada Capital’s Monica Hsiao on what to expect from the Fed and BOJ this week
00:29:49 – Chinese chip stocks withstand pressure from broader Asia selloff
00:35:02 – Xi resets ties with Modi on first India visit in seven years
00:39:29 – Z.AI seeks stock and bond sale to fund AI development
00:48:23 – OpenAI delays IPO to focus on AI safety
00:57:13 – Goldman Sachs’ Si Fu on why AI profits are shifting toward hardware
01:05:58 – Former New York Fed President Bill Dudley on why he expects more rate hikes after September
01:11:56 – Chevron’s Balaji Krishnamurthy on why LNG prices will remain elevated near term
01:16:30 – AI infrastructure spending seen cushioning chip selloff
01:19:12 – Why Z.AI’s latest fundraising is unlikely to be its last
——–
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