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 Yen Intervention, Fed Uncertainty & Middle East Talks
05:19 Why the US Is Backing the Japanese Yen — Philip Orlando, Federated Hermes
18:55 US Deterrence Has Eroded — Steven Cook, Council on Foreign Relations
32:04 US-Japan Intervention Changes the Yen Trade — Jeremy Stretch, CIBC
40:23 Bond Markets Need an Inflation Plan — Mark Cabana, BofA Global Research
54:26 AI Spending Still Has Room to Run — Sarah Hunt, Alpine Saxon Woods
1:07:57 No Trust, Few Military Options — Col. Wayne Sanders (Ret.)
1:21:12 What to Watch in SpaceX Earnings — Sarah Kunst, Cleo Capital
1:30:29 The Fed Needs a Strategy for Price Stability — Neil Dutta, Renaissance Macro Research
1:38:52 Warsh Is Reverting the Fed to Historic Norms — Gary Cohn, IBM
1:55:10 AI Infrastructure Still Has More Upside — Dominic Rizzo, T. Rowe Price
2:08:56 Strong Labor Market Keeps Growth Intact — Nancy Lazar, Piper Sandler
2:17:50 Markets Are Too Complacent on Inflation — Michael Contopoulos, Janus Henderson Investors
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IBM Vice Chairman Gary Cohn says, “the market became addicted to knowing what the Fed was going to do” as he discusses market reaction to Federal Reserve Chairman Kevin Warsh’s handling of the US central bank. Cohn also discusses Japan and the US Treasury Department working together to shore up the yen and the instabilities being dealt with by markets. He speaks on “Bloomberg Surveillance.”
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SpaceX’s revenue exceeded Wall Street’s expectations in the company’s first quarterly financial report following its blockbuster initial public offering in June. Elon Musk’s satellite, space and artificial intelligence conglomerate reported revenue of $7.8 billion on Tuesday, greater than than the $6.81 billion analysts polled by Bloomberg estimated on average. It also unveiled an operating loss of $1.26 billion from its AI business, better than the consensus for a loss of $2.39 billion.

SpaceX’s eagerly awaited quarterly results cap a roller coaster ride since the company raised $86 billion in the largest stock-market debut of all time. Its shares have since plunged in a bout of post-IPO volatility and a broader AI selloff, erasing more than $1 trillion in market value from their peak along with Musk’s status as the world’s first trillionaire. We get reaction from Bloomberg Tech host Ed Ludlow, and Mandeep Singh, Global Head of Technology Research for Bloomberg Intelligence.
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“If you look at our markets outside of software, spreads are actually relatively tight still… But I would characterize those capital markets as very open to do business in,” says The Carlyle Group Chief Financial Officer Justin Plouffe.

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Bloomberg’s Liam Knox joins Scarlet Fu on “Bloomberg Real Yield.” Thousands of faculty members are urging the UC system to reconsider its test-free admissions policy. They argue that more students are arriving underprepared for college-level work since the system stopped considering SAT and ACT scores in 2020.
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