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 Capital Rush, Bond Market Risk and Consumer Cracks
04:21 US Consumer Resilience Starting to Show Cracks — Lori Calvasina, RBC Capital Markets
18:11 No Confidence in an Iran Peace Deal — Steven Cook, Council on Foreign Relations
30:44 BOJ Is Running Out of Options to Support the Yen — Sonja Marten, DZ Bank
41:00 Fed Hawks May Push Rate Hikes Further Out — Neil Dutta, Renaissance Macro Research
51:28 Risk Appetite Is Fueling a New Leverage Cycle — Chris Harvey, CIBC
1:05:53 Iran Risk Changes When the Off-Ramp Disappears — Ed Mills, Raymond James
1:19:52 Nvidia’s Next AI Moat Could Be Financing — CJ Muse, Cantor Fitzgerald
1:29:45 Long-End Bond Yields Keep Drifting Higher — Steven Major, Tradition Dubai
1:40:17 Bond Market Is Underpricing Inflation Risk — Darrell Cronk, Wells Fargo
1:53:52 AI Market Is Big Enough for OpenAI and Anthropic — Matt Kennedy, Renaissance Capital
2:09:12 Target Is Bringing Back Its Retail Magic — Dana Telsey, Telsey Advisory Group
2:18:20 AI Monetization Gives Chip Rally More Runway — Abby Yoder, JPMorgan Private Bank
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Kevin Gordon, head of macro research & strategy at Schwab Center for Financial Research, joins Scarlet Fu and Tom Keene on “Bloomberg Money.” They discuss how young Americans are ‘treating’ themselves as the typical American Dream is harder to achieve.
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San Diego County Water Authority General Manager Dan Denham explains how water scarcity is changing the economics of the Southwest

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US equity futures fall and long-dated bond yields rally as borrowing rates rise around the world amid concerns over inflation, government spending, and the AI bond binge pile up. President Trump says he’s not interested in extending the truce agreement with Iran. Katrina Dudley of Franklin Templeton discusses the global bond selloff.

Chapters:
00:00:00 – “Bloomberg Brief” Begins, Top Stories & Global Markets
00:00:51 – Global Market Check: Asia Markets — Global Bond Selloff Hits Stocks, Europe Markets — Yields Rise, Tech Shares Fall
00:03:10 – US Markets: Treasury Yields, Equities, Oil & Gold
00:04:50 – First Look Movers: AI Stocks & Premarket Movers
00:06:00 – Bond Selloff — Could the 10-Year Yield Hit 5%?
00:09:42 – Oil Rises as US-Iran Tensions Continue
00:12:35 – Trending on the Terminal: Anthropic, Hong Kong & Chelsea FC
00:13:51 – Meta’s $1.4 Trillion Social Media Addiction Trial
00:17:11 – BHP CEO on Copper Growth & the Middle East
00:20:31 – Front Page News
00:21:30 – Market Update — Bonds, Stocks, Oil & Gold
00:23:23 – First Look Movers: Nvidia, Fabrinet & Baidu Premarket Moves
00:24:33 – Katrina Dudley, Franklin Templeton Senior Investment Strategist, on the Global Bond Selloff, AI Debt, Investment Returns & Market Capacity
00:31:09 – Trending on the Terminal: Bonds, Hawaii & William & Mary College
00:32:19 – US-Iran Impasse & Rising Oil Prices, US-Canada Trade & Tariff Negotiations
00:34:18 – Anthropic’s Revenue Surge Ahead of an IPO, Nvidia’s Financing Role in the AI Boom
00:37:45 – Home Depot Earnings & the US Consumer
00:41:45 – What to Watch: Housing Data, Earnings & Meta Trial
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Chrystia Freeland says a tentative US-Canada trade deal could avert new tariffs, but would require major Canadian concessions while leaving reduced tariffs on steel, aluminum and autos in place — a shift she warns could hurt both economies

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