US equity futures rise, the dollar weakens, and bitcoin heads for its best week in more than three years as investors assess a potential for bigger US debt buybacks. Samsung Electronics plans to return as much as $80 billion to its shareholders this year. Max Kettner of HSBC discusses the implications of the underlying fiscal pressures in the US and looks ahead to Jackson Hole next week.

Chapters:
00:00:00 – Bloomberg Brief Begins
00:00:47 – Global Market Check: Asia Markets: AI Optimism and JGB Pressure, European Stocks Rally on Stronger PMI Data
00:02:41 – Treasuries, Dollar, Gold and Bitcoin
00:04:13 – First Look Movers: Crypto, Retail and Italian Banks
00:05:21 – Treasury’s Debt Buyback Toolkit and Fiscal Concerns, Kevin Warsh, Jackson Hole and the Fed Outlook
00:07:43 – Samsung’s $79.6 Billion Shareholder Return Plan, Broadcom’s Massive AI Financing Deal
00:10:39 – Oil, Iran Sanctions and the Risk to Prices
00:13:53 – Trending on the Terminal
00:15:06 – America’s Colorado River Water Crisis, Economic Impact of the Shrinking Colorado River, How States, Farmers and Cities Are Responding
00:19:41 – Front Page News
00:23:00 – First Look Movers: Bitcoin, Ross Stores and Monte dei Paschi
00:24:13 – Max Kettner, HSBC Chief Multi-Asset Strategist, on Bessent’s Debt Buyback Plans & What Markets Need From Kevin Warsh at Jackson Hole
00:33:10 – Trending on the Terminal
00:34:42 – US to Unveil Iran Economic Isolation Plan on Monday, China and the Challenge of Secondary Sanctions,, China and the Challenge of Secondary Sanctions
00:38:17 – Samsung and SK Hynix Shareholder Return, SpaceX IPO Plans and Satellite Phone Spectrum
00:41:44 – What to Watch
——–
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Get a jump start on the US trading day with Dani Burger on “Bloomberg Open Interest.” Treasury Secretary Scott Bessent surprises markets with a major boost to debt buybacks as yields hit multi-year highs. SK Hynix surges on a nearly $30 billion buyback. Moderna and Merck jump on promising melanoma vaccine results. Plus, Target and Lowe’s report, with Walmart still ahead. Telsey’s Joseph Feldman joins us on the retail winners and losers.

Chapters:
00:00:00 – Open Interest
00:01:06 – Target Turnaround, Lowe’s Outlook, Housing Market Weakness & Walmart Preview
00:03:43 – Moderna Melanoma Vaccine Breakthrough, Personalized Cancer Treatments & mRNA Expansion
00:06:34 – Treasury Buybacks, Bond Market Rally, Fed Expectations, Inflation Risks & Yield Volatility
00:11:17 – High Interest | Treasury Buyback Expansion, UAE-Iran Escalation, Strait of Hormuz Disruptions & Canada Tariff Delay
00:12:19 – U.S.-Canada Trade Talks, Tariff Reprieve, USMCA Tensions & Florida Primary Results
00:16:11 – SK Hynix $30B Buyback, AI Memory Demand, Data Center Pushback & Hyperscaler Spending
00:19:13 – Nadia Lovell UBS | AI Infrastructure Buildout, Data Center Opposition, Hyperscaler Growth & Market Outlook
00:33:49 – Top Calls | Honeywell Aerospace Upgrade, Dollar Tree Upgrade & Zoom Buy Initiation
00:35:06 – Moderna-Merck Cancer Vaccine, Melanoma Trial Success, mRNA Innovation & Pharma Outlook
00:44:23 – Treasury Buybacks, Long-Term Debt Concerns, Inflation Risks, Deficits & Fed Policy
00:47:52 – Kathy Bostjancic Nationwide Mutual Insurance | Bond Market Volatility, Treasury Intervention, Fed Communication, Inflation & Jackson Hole Preview
00:54:46 – Moderna Surge, Merck Rally, SK Hynix Buyback & Estee Lauder Recovery
00:56:57 – Joe Feldman Telsey Advisory Group | Target Earnings, Consumer Spending Trends, Lowe’s Outlook, Walmart Expectations & Retail Recovery
01:05:30 – Sarah Levy Betterment | Gen Z Investing vs Sports Betting, Financial Literacy, Retirement Savings & Social Media Influence
01:13:52 – Florida Primary Results, Democratic Party Dynamics, Trump-Endorsed Candidates & Canada Trade Negotiations
01:17:18 – Scott Painter TrueCar | Auto Tariffs, Canada Supply Chains, Vehicle Affordability, Used Car Demand & Auto Market Trends
01:22:33 – Data Center Backlash, AI Infrastructure Politics, Local Opposition, Power Grid Concerns & Oracle’s Strategy
——–
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Kevin Warsh’s inauspicious start as chairman of the Federal Reserve has guaranteed that his speech on Friday at the central bank’s annual Jackson Hole conference will command rapt attention. 
Bloomberg Surveillance Host Tom Keene discusses his expectations for this Jackson Hole meeting and the long awaited speech from Fed Chair Warsh.
——–
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Revolution CEO Steve Case says AI will disrupt a wide range of industries and business models, advising investors to seek assets that have better durability. Speaking with Romaine Bostick on “Bloomberg’s The Close,” Case points to real estate and hospitality as areas attracting investment.
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Treasury Secretary Scott Bessent’s mentor Stanley Druckenmiller says the Treasury’s bond buying plan is a mistake. Bloomberg News Economy Editorial Director Erik Schatzker explains Druckenmiller’s reasoning for calling out his mentee, and the implications of the Treasury Secretary’s moves. Then, Balance of Power Co-Anchor Kailey Leinz interviews Northrop Grumman CEO Kathy Warden about the defense industry and its relationship with the US Government. Plus, Amazon’s VP of Alexa and Echo Daniel Rausch about what’s next for Amazon’s at-home smart devices.

Chapters

Chapters
00:00:00 Bloomberg Businessweek Daily
00:01:53 Market Update & Dolly Parton Dies at 80
00:04:12 Druckenmiller Takes Aim at Bessent
00:07:28 Treasury Bond Buybacks Under Fire
00:10:14 Why Treasury Is Trying to Push Yields Lower
00:12:58 Debt, Deficits & Washington’s Fiscal Challenge
00:17:36 Northrop Grumman on Rebuilding U.S. Weapons Stockpiles
00:19:11 Defense Supply Chains & Production Bottlenecks
00:21:27 Northrop’s Next-Generation Fighter Push
00:23:10 Rare Earths, China & Defense Supply Risks
00:24:49 Northrop’s $2.5 Billion B-21 Investment
00:28:10 Pentagon Spending & Defense Priorities
00:30:12 Global Defense Spending Surges
00:32:23 Golden Dome Moves Toward Reality
00:35:11 Can the U.S. Afford Its Defense Ambitions?
00:37:02 Northrop’s Next-Generation Technology Bets
00:40:16 AI, Cybersecurity & National Security
00:41:55 Market Update Ahead of Nvidia Earnings
00:43:47 Amazon’s Alexa Plus & the AI Race
00:46:01 How Alexa Is Changing Online Shopping
00:47:29 Amazon vs. ChatGPT in AI Shopping
00:48:54 What’s Next for Alexa?
00:51:13 Market Check: Tech Rallies, Oil Falls
00:52:39 Stock Movers: Intuit, CrowdStrike & Moderna
——–
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