US equity futures and global bonds fall as higher oil prices fuel inflation concerns and bets that central banks will raise interest rates in September. Two oil supertankers were struck by projectiles while attempting to exit the Strait of Hormuz. US Army Secretary Dan Driscoll resigns after clashing with Defense Secretary Hegseth. Anthropic agrees to a $35 billion computing deal with Lambda, a cloud provider backed by Nvidia. Wei Li of BlackRock discusses the risks and income opportunities within the fixed income market.

Chapters:
00:00:00 – Bloomberg Brief Begins
00:00:44 – Global Market Check: Global Bond Selloff & Asian Markets
00:02:38 – European Markets & Rising Yields
00:03:46 – US Treasury Yields, Oil & Market Outlook
00:05:04 – First Look Movers
00:06:01 – Trump, Iran & Strait of Hormuz Tensions
00:10:00 – Global Bond Yields & Fed Rate Hike Outlook
00:15:23 – US Plan for Venezuela’s Oil Reserves
00:17:46 – Anthropic’s $35 Billion AI Capacity Deal, Chinese AI Companies & Monetization
00:20:28 – Front Page News
00:23:38 – Wei Li, BlackRock Global Chief Investment Strategist, on Rising Global Yields, What’s Driving the Bond Market Selloff, & Fed Policy, & September FOMC
00:33:26 – Trending on the Terminal
00:34:44 – Trump on Iran & US Munitions
00:35:06 – Pentagon Resignations & Iran War, US-Venezuela Oil Deal, & Medicare Drug Prices & Midterm Politics
00:39:32 – Anthropic, Lambda & AI Infrastructure, Shein IPO & Market Reaction
00:42:17 – What to Watch
——–
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US public debt just crossed $40 trillion, but the country is hardly the only one facing fiscal troubles. Nations around the world took on record debt during Covid, and many have struggled to bring spending back under control. Chrystia Freeland, who faced this problem herself as Canada’s Finance Minister, speaks with former Dutch Finance Minister Sigrid Kaag and former German Finance Minister Christian Lindner about why fiscal discipline is so politically difficult and what the rest of the world can learn before markets force the issue.
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Get a jump start on the US trading day with Isabelle Lee and Michael Mckee on “Bloomberg Open Interest.” Stocks fall and yields jump after a blowout jobs report. White House economic adviser Chris Phelan joins us on the labor market, inflation and rates. Plus, Anthropic moves closer to a mega IPO, OpenAI unveils its latest model, Morgan Stanley cracks down on research shared on X, and Aptera’s Co-CEO joins us on why he’s betting on China to build its solar EV.

Chapters:
00:00:00 – Open Interest
00:01:18 – Jobs Beat, Labor Market Strength, AI Construction Boom & Fed Implications
00:03:44 – Markets Reprice Fed Hikes, CPI Countdown & Warsh Era Volatility
00:06:58 – Trump, Midterms, Gas Prices & White House Messaging Challenges  
00:13:30 – High Interest | Norway Fund Cuts Treasuries, PIMCO Trims Mag 7 & Lululemon Cuts Guidance
00:14:34 – Lululemon’s Turnaround Crisis, Product Problems & CEO Challenge
00:19:30 – Greg Boutle BNP Paribas | Jobs Report, Fed Outlook, Equity Positioning & Election Risks
00:31:08 – Top Calls | Lululemon Downgrades, SiriusXM Upgrade & Zscaler Mixed Reviews
00:34:09 – GPT-6 Launch, AI Safety, OpenAI’s Future & AI Regulation
00:38:35 – Chris Phelan | White House Response to Jobs Report, Fed Policy & Inflation Debate
00:50:37 – Why a September Rate Hike Is Back on the Table
01:02:08 – Morgan Stanley’s X Crackdown, Research Copyright & Wall Street Pushback
01:04:33 – Amy Wu Silverman RBC Capital | Jobs Growth Fuels Fed-Hikes
01:08:18 – Steve Fambro Aptera Motors | Aptera’s Solar EV Launch, China Supply Chain & EV Economics
01:11:12 – Steve Fambro Aptera Motors | Aptera’s Solar EV Launch, China Supply Chain & EV Economics
01:16:11 – Volkswagen’s 50,000 Job Cuts, Germany’s Auto Crisis & EV Competition
01:22:39 – GPT-6, Cybersecurity, AI Safety & OpenAI’s Competitive Edge
01:24:27 – Anthropic IPO, OpenAI Rivalry & AI’s Wealth Creation Moment
01:29:19 – Trump’s Midterm Convention, Ken Paxton & Republican Election Strategy
——–
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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 – Stocks rise as Fed hike bets ease, yen strengthens
00:05:43 – Javelin Wealth’s Polka Mishra on the yen and Japanese yields
00:09:11 – Polka Mishra on Treasury yields and emerging market bonds
00:13:18 – Sam Altman says OpenAI has fumbled at communicating AI benefits
00:16:41 – Polka Mishra on AI investment opportunities
00:24:06 – Controversy mounts over India’s latest GDP growth data
00:26:12 – World Bank executive director Neelkanth Mishra on India growth doubts
00:40:51 – India to review options settlement pricing on auction chaos 
00:43:18 – India launches rocket in boost to space ambitions after failures
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“Balance of Power” focuses on the intersection of politics and global business. On today’s show, Larry Sabato, founder and director of the University of Virginia Center for Politics, says next week’s Republican midterm convention, headlined by President Trump, is unlikely to reshape the dynamics of competitive House races. Rep. Greg Casar, chair of the Congressional Progressive Caucus, discusses legislation he is proposing with Sen. Bernie Sanders that would permanently ban artificial superintelligence, temporarily pause advanced AI development, and establish a new federal AI regulator.

Chapters:

00:01:46 Bloomberg’s Skylar Woodhouse on Trump Pressures Fed After Strong Jobs Report, Trump Targets Beef Prices With Executive Order
00:04:43 Larry Sabato, Founder and Director of the University of Virginia Center for Politics, on GOP Prepares for First Midterm Convention
00:08:43 Larry Sabato on Missouri Redistricting and the Midterm Map
00:11:06 Larry Sabato on Battle Over Mail-In Voting
00:13:07 Power Moves: Top Financial Moves
00:16:56 Bloomberg’s Julia Fanzeres Breaking Down the August Jobs Report
00:18:28 Bloomberg’s Mike McGlone on Record Diesel Prices and the Energy Outlook, Outlook for Gold and Bitcoin
00:24:44 Rep. Greg Casar (D-TX) Calls for Superintelligence AI Ban
00:28:00 Rep. Greg Casar (D-TX) Questions OpenAI’s AI Safety
00:32:35 Rep. Greg Casar (D-TX) on Democrats, Jeffries and House Leadership
00:37:28 Bloomberg’s Anna Edgerton on Judge Blocks Trump’s Mail-In Voting Order
00:39:22 Political Panel Reacts: Mail-In Voting Fight, GOP Gears Up for Midterm Convention
——–
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