Long-term debt costs are soaring as the bond market slumps. Bloomberg’s Chief US Interest Rate Strategist Ira Jersey and Corporate Finance Reporter Davide Barbuscia explain why this jump is happening and what it signals to the Fed. Then, Empower Chief Investment Strategist Marta Norton on this week’s global bond slump and how it’s changing investor positioning. Plus, China Beige Book COO Shehzad Qazi previews next month’s meeting between China’s Xi Jinping and President Trump, and the future of trade between the two countries. Finally, Root CEO Alex Timm discusses how his company uses AI to help determine behavior-based car insurance.

Chapters
00:00:00 Bloomberg Businessweek Daily
00:02:06 Market Update: Chipmakers Slide, Bond Yields Rise
00:04:40 Why Rates Are Rising Around the World
00:06:24 AI Debt Boom Competes With Treasuries
00:07:30 Corporate Bond Issuance & the AI Financing Wave
00:08:36 Fed Uncertainty Adds to Bond Market Pressure
00:09:54 Are the Bond Vigilantes Returning?
00:13:27 Retirement Investing in a Higher-Rate World
00:15:18 Gold, Bitcoin & Alternatives to Bonds
00:15:54 AI Risk & Portfolio Diversification
00:17:33 What Matters Most for Retirement Investors?
00:20:51 Trump-Xi Summit & China’s Economic Outlook
00:22:20 U.S.-China Managed Trade Explained
00:23:16 America’s Dependence on Chinese Supply Chains
00:24:39 China, South Korea & U.S. Military Strategy
00:29:30 How Investors Should Think About China
00:31:23 What Could Break the U.S.-China Truce?
00:32:38 Market Update: Meta, Housing & Oil
00:36:21 How Autonomous Vehicles Change Auto Insurance
00:38:14 Are Self-Driving Cars Actually Safer?
00:41:22 Root’s Biggest Growth Opportunities
00:44:56 Home Depot & the U.S. Consumer

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Romaine Bostick sat down with Derek Lewis, Former PepsiCo Beverages North America Multicultural Business and Equity Development President, from Bloomberg’s New Voices Initiative from Martha’s Vineyard.
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Former Dallas Fed President and Goldman Sachs Vice Chair Robert Kaplan says the Federal Reserve was right to hold rates in July. He also says Fed Chairman Kevin Warsh needs to give some more details about policy when he speaks in Jackson Hole. Kaplan speaks on “Bloomberg Surveillance.”
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Alphabet is looking to raise about $3.6 billion in what would be its debut bond offering in Australia, according to people familiar with the matter. Initial price guidance on the deal may be provided as early as Tuesday, with the notes potentially pricing the following day. Mandeep Singh of Bloomberg Intelligence has more.
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Shifting US objectives and neither side able to secure a decisive military victory make a lasting resolution difficult and Bloomberg Economics Defense Lead Becca Wasser says risks the the US-Iran conflict becoming a protracted war. Joining Joe Mathieu and Carol Massar on Bloomberg This Weekend, Wasser explains that repeated pauses could allow both sides to adapt and rearm, potentially expanding the conflict geographically and making direct US-Iran talks necessary for a durable settlement.
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