US equity futures waver and global stocks slide as brent crude inches closer to $100 a barrel, adding to inflation concerns. Saudi Arabia halts some energy operations after attacks. Canada’s retaliatory levies of up to 50% on US goods take effect. ASML wins TSMC and Samsung’s commitment to use its latest chip production gear. Marija Veitmane of State Street joins “Bloomberg Brief” to discuss market risks ahead of the CPI report later in the week.

Chapters:
00:00:00 – Bloomberg Brief Begins
00:00:18 – Markets, Oil and Global Headlines
00:00:44 – Global Market Check: Yen Strengthens Ahead of U.S. CPI and BOJ Decision
00:01:51 – European Stocks Weaken as Oil and Bond Yields Rise
00:03:09 – US Markets Brace for CPI and a Potential Fed Hike
00:04:44 – Yen Rally Raises Volatility Concerns
00:07:57 – Brent Nears $100 After Attacks on Saudi Energy Facilities, Iran and Oman Work Toward Reopening the Strait of Hormuz
00:11:43 – Canada’s Retaliatory Tariffs Escalate US Trade Tensions
00:14:04 – Trending on the Terminal
00:15:23 – Novartis Hit by Third Clinical Trial Setback in a Week
00:19:00 – Front Page News
00:23:28 – Marija Veitmane, State Street Senior Multi-Asset Strategist, on Inflation Risks & the Fed Outlook, Investor Flows, Risk Appetite and Treasury Selling
00:29:35 – Trending on the Terminal
00:31:55 – US-Canada Trade War and Bombardier Tariff Threats, US Election Outlook and Key Senate Races
00:36:20 – European Gas Crunch and the Global Oil Market
00:38:57 – ASML Wins Commitments From Samsung and TSMC, Anthropic Walks Away From $6 Billion Acquisition
00:42:01 – What to Watch
——–
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Insight with Haslinda Amin, a daily news program featuring in-depth, high-profile interviews and analysis to give viewers the complete picture on the stories that matter. The show features prominent leaders spanning the worlds of business, finance, politics and culture.

Chapters:
00:00:00 – Insight with Haslinda Amin Begins
00:01:18 – Iran, US trade tanker attacks as Tehran warns of restricted zone
00:01:52 – Tech shares lead gains in Asian stocks, oil rises
00:05:21 – StashAway CIO Stephanie Leung on earnings supporting the equity rally
00:13:16 – China injects $45 billion in banks, insurers to boost growth
00:16:04 – Stephanie Leung on how fresh capital could support China’s economy
00:24:15 – Bond traders gird for more swings at both ends of US yield curve
00:27:08 – Maybank Asset Management’s Rachana Mehta on income opportunities in Asia bonds
00:28:36 – Gamma Asset Management’s Rajeev De Mello on investors shifting toward EM bonds
00:42:43 – German far-right scores best result ever in state election
——–
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Calls to slow AI development may create near-term uncertainty for markets, but BMO Capital Markets’ Jennifer Lee is on Bloomberg This Weekend and says the technology’s infrastructure, investment and demand are unlikely to reverse course. She says concerns about jobs, data centers and profitability could temper the pace of growth, even as labor shortages and the push for automation keep AI’s longer-term economic expansion intact.
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Even with a shortened trading week, two inflation reports could really move markets and impact the next Federal Reserve decision. First is the PPI report on Thursday, followed by the August CPI report that comes out Friday. Bloomberg’s Michael McKee has a preview.
——–
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US stocks head for their best quarter in six years, while the yen slid to its weakest level since 1986. A divided US Supreme Court expands President Trump’s power to fire top government officials at federal agencies, while reinforcing the Federal Reserve’s independence and protecting the position of Fed Governor Lisa Cook. Jack Caffrey of JPMorgan Asset Management discusses the second quarter.

00:00:00 Opening Headlines
00:00:18 Market Open Preview: Stocks, Dollar & Bonds
00:02:19 European Markets & Quarter-End Performance
00:03:17 Commodities & Top Stock Movers
00:06:05 US-Iran Diplomacy & Strait of Hormuz
00:08:53 Japan: Bonds, Yen & Fiscal Concerns
00:11:24 Trending on the Terminal
00:12:41 Supreme Court Limits White House Influence Over the Fed
00:16:31 ECB Forum & Global Central Bank Outlook
00:20:34 Front Page News
00:21:30 Markets Snapshot & Morning Headlines
00:23:10 First Look Movers
00:24:36 Jack Caffrey, JPMorgan Asset Management Equity Portfolio Manager
00:31:05 Trending on the Terminal
00:32:30 Supreme Court Decision: Fed Independence
00:35:24 Oil Market, Hormuz Shipping & Energy Outlook
00:38:37 Nike, Adidas & the Soccer Economy
00:41:16 What to Watch
——–
More on Bloomberg Television and Markets

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