“We’re slowing down the hiring in jobs that are, quite frankly, soul-crushing jobs,” ServiceNow CEO Bill McDermott said on Bloomberg TV. He told Caroline Hyde the company is cutting labor costs with artificial intelligence.

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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 Treasury Bond Move, AI Backlash and Fed Credibility
04:25 Higher Yields Aren’t Slowing AI CapEx — Cameron Dawson, NewEdge Wealth
19:34 How Iran Could Attack US Bases in Europe — Lt. Gen. Karen Gibson (Ret.), Academy Securities
30:58 Meta Trial Could Reshape Social Media Rules — Jennifer Huddleston, Cato Institute
39:36 Hyperscaler Debt Isn’t Crowding Out Treasuries — Lindsay Rosner, Goldman Sachs Asset Management
52:30 Interest Rates Are Back to Normal at 4%-5% — Edward Yardeni, Yardeni Research
1:06:54 AI Data Centers Poll Worse Than Nuclear Waste — Henrietta Treyz, Veda Partners
1:19:46 Anthropic Could Be Worth $2 Trillion — Brian Hamilton, LiveSwitch
1:28:55 Bond Market Is Dying by a Thousand Cuts — Gennadiy Goldberg, TD Securities
1:41:53 Bond Market Has Left the Great Moderation — Liz Ann Sonders, Schwab Center for Financial Research
1:54:36 Target Turnaround Is Gaining Momentum — Sucharita Kodali, Forrester
2:04:55 US Treasury Increasing Long-Dated Buyback Cap — Michael McKee
2:10:00 September Rate Hike Isn’t a Bad Idea — Jim Bullard, Former St. Louis Fed President
2:19:52 Equity Strength Is Broadening Beyond AI — Jeanne Sun, Citi Wealth
——–
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US equity futures rise, the dollar weakens, and bitcoin heads for its best week in more than three years as investors assess a potential for bigger US debt buybacks. Samsung Electronics plans to return as much as $80 billion to its shareholders this year. Max Kettner of HSBC discusses the implications of the underlying fiscal pressures in the US and looks ahead to Jackson Hole next week.

Chapters:
00:00:00 – Bloomberg Brief Begins
00:00:47 – Global Market Check: Asia Markets: AI Optimism and JGB Pressure, European Stocks Rally on Stronger PMI Data
00:02:41 – Treasuries, Dollar, Gold and Bitcoin
00:04:13 – First Look Movers: Crypto, Retail and Italian Banks
00:05:21 – Treasury’s Debt Buyback Toolkit and Fiscal Concerns, Kevin Warsh, Jackson Hole and the Fed Outlook
00:07:43 – Samsung’s $79.6 Billion Shareholder Return Plan, Broadcom’s Massive AI Financing Deal
00:10:39 – Oil, Iran Sanctions and the Risk to Prices
00:13:53 – Trending on the Terminal
00:15:06 – America’s Colorado River Water Crisis, Economic Impact of the Shrinking Colorado River, How States, Farmers and Cities Are Responding
00:19:41 – Front Page News
00:23:00 – First Look Movers: Bitcoin, Ross Stores and Monte dei Paschi
00:24:13 – Max Kettner, HSBC Chief Multi-Asset Strategist, on Bessent’s Debt Buyback Plans & What Markets Need From Kevin Warsh at Jackson Hole
00:33:10 – Trending on the Terminal
00:34:42 – US to Unveil Iran Economic Isolation Plan on Monday, China and the Challenge of Secondary Sanctions,, China and the Challenge of Secondary Sanctions
00:38:17 – Samsung and SK Hynix Shareholder Return, SpaceX IPO Plans and Satellite Phone Spectrum
00:41:44 – What to Watch
——–
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Get a jump start on the US trading day with Dani Burger on “Bloomberg Open Interest.” Treasury Secretary Scott Bessent surprises markets with a major boost to debt buybacks as yields hit multi-year highs. SK Hynix surges on a nearly $30 billion buyback. Moderna and Merck jump on promising melanoma vaccine results. Plus, Target and Lowe’s report, with Walmart still ahead. Telsey’s Joseph Feldman joins us on the retail winners and losers.

Chapters:
00:00:00 – Open Interest
00:01:06 – Target Turnaround, Lowe’s Outlook, Housing Market Weakness & Walmart Preview
00:03:43 – Moderna Melanoma Vaccine Breakthrough, Personalized Cancer Treatments & mRNA Expansion
00:06:34 – Treasury Buybacks, Bond Market Rally, Fed Expectations, Inflation Risks & Yield Volatility
00:11:17 – High Interest | Treasury Buyback Expansion, UAE-Iran Escalation, Strait of Hormuz Disruptions & Canada Tariff Delay
00:12:19 – U.S.-Canada Trade Talks, Tariff Reprieve, USMCA Tensions & Florida Primary Results
00:16:11 – SK Hynix $30B Buyback, AI Memory Demand, Data Center Pushback & Hyperscaler Spending
00:19:13 – Nadia Lovell UBS | AI Infrastructure Buildout, Data Center Opposition, Hyperscaler Growth & Market Outlook
00:33:49 – Top Calls | Honeywell Aerospace Upgrade, Dollar Tree Upgrade & Zoom Buy Initiation
00:35:06 – Moderna-Merck Cancer Vaccine, Melanoma Trial Success, mRNA Innovation & Pharma Outlook
00:44:23 – Treasury Buybacks, Long-Term Debt Concerns, Inflation Risks, Deficits & Fed Policy
00:47:52 – Kathy Bostjancic Nationwide Mutual Insurance | Bond Market Volatility, Treasury Intervention, Fed Communication, Inflation & Jackson Hole Preview
00:54:46 – Moderna Surge, Merck Rally, SK Hynix Buyback & Estee Lauder Recovery
00:56:57 – Joe Feldman Telsey Advisory Group | Target Earnings, Consumer Spending Trends, Lowe’s Outlook, Walmart Expectations & Retail Recovery
01:05:30 – Sarah Levy Betterment | Gen Z Investing vs Sports Betting, Financial Literacy, Retirement Savings & Social Media Influence
01:13:52 – Florida Primary Results, Democratic Party Dynamics, Trump-Endorsed Candidates & Canada Trade Negotiations
01:17:18 – Scott Painter TrueCar | Auto Tariffs, Canada Supply Chains, Vehicle Affordability, Used Car Demand & Auto Market Trends
01:22:33 – Data Center Backlash, AI Infrastructure Politics, Local Opposition, Power Grid Concerns & Oracle’s Strategy
——–
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Kevin Warsh’s inauspicious start as chairman of the Federal Reserve has guaranteed that his speech on Friday at the central bank’s annual Jackson Hole conference will command rapt attention. 
Bloomberg Surveillance Host Tom Keene discusses his expectations for this Jackson Hole meeting and the long awaited speech from Fed Chair Warsh.
——–
More on Bloomberg Television and Markets

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