Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day.

Chapters:
00:00 AI Boom Meets Cooling Inflation and a Divided Fed
04:24 AI Monetization Keeps the Bull Market Alive — Keith Lerner, Truist Advisory Services
19:01 Trump Security Ruse Highlights Iran Regime Risk — Victoria Coates, Former Deputy National Security Advisor
29:22 Norway Wealth Fund CEO Nervous Despite Record Returns — Nicolai Tangen, Norges Bank Investment Management
41:56 CPI May Be a Better Inflation Gauge Than Core PCE — Veronica Clark, Citi Research
51:29 Haven’t Been Bullish Enough on Earnings — Edward Yardeni, Yardeni Research
1:07:00 Candidates and Campaigns Still Matter — Jessica Taylor, The Cook Political Report
1:18:32 AI Debt Financing Could Peak in 2027 — Amanda Lynam, Goldman Sachs
1:28:26 Fed Must Prove It’s Serious About Inflation — Patrick Harker, Former Philadelphia Fed President
1:40:37 AI Trade Still Vulnerable to Rotational Shocks — Alex Altmann, Barclays
1:52:00 Fed Should Get Rid of Forward Guidance — Jim Bianco, Bianco Research
2:01:06 US July Core CPI Rises 0.2%, Easing Pressure on Fed — Michael McKee
2:04:29 Fed Will Stay on Hold in September — Tiffany Wilding, PIMCO
2:17:34 ‘Teflon’ Inflation Won’t Stick — David Kelly, JPMorgan Asset Management
——–
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Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day.

Chapters:
00:00 AI Boom, Fed Rate Hikes and Strait of Hormuz
03:54 AI Boom Could Broaden Beyond Memory Chips – Aaron Kennon, Clear Harbor Asset Management
19:02 Iran Hardliners Rise as US Ramps Up Munitions – Col. Wayne Sanders (Ret.)
31:20 Google Could Power the Future of AI – Sarah Kunst, Cleo Capital
41:50 CPI Is Key to the Fed’s September Decision – Leslie Falconio, UBS Global Wealth Management
53:38 Hot CPI Report Could Create Problems for the Fed – Jim Caron, Morgan Stanley
1:07:17 Iran’s Strait Control Creates a New Risk for US – Henrietta Treyz, Veda Partners
1:20:09 AI Financing Is Creating Winners and Losers – Emily Bannister, Wellington Management
1:30:10 Tame CPI Could Give the Fed Room to Wait – Kathy Bostjancic, Nationwide
1:41:24 AI CapEx to Surge as Cash Flow Strengthens – Eric Johnston, Cantor Fitzgerald
1:53:06 Data Centers Are Becoming an Election Issue – Mig Dobre, Baird
2:04:29 Not Time for the Fed to Raise Rates – Yie-Hsin Hung, State Street Investment Management
2:16:47 AI Infrastructure Is Powering the US Economy – Matt Stucky, Northwestern Mutual
——–
Watch it live every week day from 6-9 ET on Bloomberg Television, YouTube, Roku, Apple TV, Samsung TV, Android TV, Rakuten TV.

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Follow the hosts:
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A 13-ton haul of cocaine disguised as bananas exposes alleged links between US financiers, luxury Dubai real estate and a crypto-trading Irish fintech.

Alex Morgan explains.
——–
More on Bloomberg Television and Markets

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Recent declines have wiped out half of the yen’s recent intervention rally, with traders remaining on alert for further official support. Bloomberg’s Insight With Haslinda Amin breaks down the factors at stake.
——–
More on Bloomberg Television and Markets

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Treasuries fall and US equity futures waver as rising oil prices stoke inflation fears. President Trump hardens his stance toward Iran with new demands, clouding the prospect of an immediate agreement on the Strait of Hormuz. AI financing picks up as Nvidia taps investment giants including Apollo and Blackstone to source $500 billion for AI infrastructure. Intel raises $20 billion in an upsized share sale. Laura Cooper of Nuveen discusses the rise in real yields.

Chapters:
00:00:00 – Bloomberg Brief Begins, Opening Headlines
00:00:45 – Global Market Check: Asia Markets: Oil, Yen & Singapore Stocks
00:02:25 – European Markets & Rising Bond Yields
00:03:32 – U.S. Markets: Oil Near $90 & Treasury Yields
00:04:56 – First Look Movers: Intel, Riot Platforms & Fermi
00:06:11 – Trump’s New Iran Demands & Strait of Hormuz
00:08:36 – Bond Market Alarm: Inflation & Fiscal Risks, Yen Weakness & Bank of Japan
00:12:18 – Trending on the Terminal
00:13:40 – AI Financing Boom: Nvidia’s $500 Billion Push, Intel Raises $20 Billion, Anthropic’s $9 Billion Riot Platforms Deal
00:18:01 – GM Pulls Back on EV Investment
00:20:15 – Front Page News
00:21:29 – Bloomberg Brief: Markets Update
00:24:57 – Nuveen Global Investment Strategist Laura Cooper on Fed Policy, CPI & Rising Yields
00:31:11 – Trending on the Terminal
00:33:04 – Iran, Trump & the Midterm Elections, Trump, MMR Vaccines & Autism Claims, Trump’s Endorsements & Key Midterm Races
00:36:43 – Nvidia’s Massive AI Financing Push Anthropic’s Hunt for Compute Capacity
00:42:04 – What to Watch
——–
More on Bloomberg Television and Markets

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