US equity futures slide as a recovery rally in AI fades. Meta boosts its capital spending plans for the year. Oil rises as the US pulls some diplomats from Saudi Arabia amid worsening tensions between Houthis and Iran. George Goncalves of MUFG joins “Bloomberg Brief” to discuss opportunities in bonds amid market volatility.

Chapters:
00:00:00 – Bloomberg Brief Begins: Markets Turn Risk-Off
00:00:48 – Global Market Check: Asia Selloff Deepens as China Enters Bear Market
00:02:09 – European Stocks Fall as Oil and Yields Rise
00:04:23 – First Look Movers: Meta, IBM, Tesla and CSX
00:06:12 – Investors Retreat to Traditional Safe Havens
00:09:41 – Meta Earnings and AI Investment Outlook
00:11:24 – Tesla Earnings, CapEx and Autonomy
00:12:43 – Oil Surges as Middle East Tensions Escalate
00:16:07 – Trending on the Terminal
00:17:19 – Barclays to Cut 5,000 Jobs Amid AI Push
00:20:19 – Global Markets Face Broad Risk-Off Selloff
00:20:54 – Bloomberg Brief: Market Check
00:22:54 – First Look Movers: Meta and Tesla Slide in Pre-Market Trading
00:24:54 – MUFG’s George Goncalves on Treasuries Regain Safe-Haven Status, What Risk-Off Trading Could Mean for the Fed
00:30:31 – Trending on the Terminal
00:32:06 – US Pulls Diplomats as Middle East Tensions Rise
00:33:34 – Midterms, War and Voter Affordability Concerns
00:35:50 – Meta and Tesla Earnings in Focus
00:38:48 – Airline Earnings Hit by Surging Fuel Costs, Airlines Face Higher Fares and Hedging Challenges
00:42:25 – What to Watch
——–
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Rebecca Rettig, COO and chief legal officer of Jito Labs, joins Scarlet Fu and James Seyffart on “Bloomberg Crypto.” They discuss crypto’s role 2026 US midterm elections and how recent regulatory innovation exemptions have lessoned the impact of the Clarity Act failing.
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Indonesian markets extended their selloff, with stocks deepening their worst rout in almost 30 years and losses spreading to bonds and the rupiah after MSCI warned the country may face a two-step downgrade. Bloomberg’s Anthony Stephens has more. https://www.bloomberg.com/news/articles/2026-10-19/indonesian-stocks-tumble-to-lowest-since-2020-after-msci-warning
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Former Canadian deputy prime minister and “Wall Street Week” contributor Chrystia Freeland and former US Treasury secretary Janet Yellen say that globalization became dangerously dependent on countries willing to weaponize trade and supply chains. Freeland recounts her shared sentiment with Yellen in her new book, “Unreliable Boyfriend.”
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Britain plans to deploy RAF Typhoon fighters to defend Saudi cities against Houthi missiles and drones. The attacks are testing the kingdom’s defences and adding to its economic pressures. Saudi Arabia’s substantial wealth contrasts with tighter cash flows, as spending increased 15% in the first half of 2026.

Oil moves higher as attacks on ships in the Strait of Hormuz threaten crude deliveries. Meanwhile, Asian shares and US markets gain as stronger American AI earnings revive enthusiasm for technology stocks. Ken Griffin offers a cautionary counterpoint, warning that the AI investment boom shows signs of a bubble.

Elon Musk backs the idea of combining Tesla and SpaceX. Both companies have formed committees to explore a potential merger, but no agreement has been reached.

The Wall Street Journal reports that Anthropic’s computing commitments could eventually reach $750 billion, including around $450 billion in cloud agreements over seven to ten years. Its demand exceeds available computing capacity, while potential liability for AI-related harm presents another major risk. First-half 2026 figures show revenue of $16.3 billion, nearly $9 billion spent on computing and infrastructure, and an $80.7 billion net loss largely attributable to accounting adjustments.

Markets Live considers whether strong growth could push Treasury yields to fresh highs. Rufaro Chiriseri, RBC Wealth Management’s Head of Fixed Income for the UK and Europe, remains cautious about longer-dated US bonds and discusses how concerns about passing France’s budget risk becoming self-reinforcing.

Netflix faces a fourth consecutive quarter of slowing revenue growth. Ted Sarandos acknowledges that the US business is not expanding as quickly as the company would like.

Emirates NBD reports third-quarter operating income of AED14.3 billion, slightly above the AED14.2 billion estimate. Dubai’s luxury housing market cools from record levels, with Knight Frank counting 86 sales of homes costing at least $10 million during the quarter. Separately, Maven plans to close its New York office as it builds its presence in Dubai.

At the APEC finance ministers’ gathering, China’s Lan Fo’an calls for a coordinated response to global economic uncertainty. ECB Chief Economist Philip Lane argues that wider international use of the euro could strengthen the central bank’s ability to manage inflation.

Volodymyr Zelenskyy describes recent discussions with Washington positively, while US envoy Steve Witkoff prepares to meet Vladimir Putin as diplomatic efforts over Ukraine continue.

Senegal’s bonds fall sharply as a budget dispute unsettles investors. In South Africa, Enoch Godongwana is expected to maintain fiscal discipline, with attention on whether the government can improve on its consolidated deficit forecast of 4% of GDP for 2026–27. A proposed fiscal anchor would help restrain public debt, while Moody’s sees the possibility of its first South African rating upgrade since 2009. Guests includes Rufaro Chiriseri, RBC Wealth Management Head of Fixed Income, UK & Europe and Vandana Hari, Vanda Insights Founder.

Chapters:
00:00:00 – Introduction
00:04:53 – UK to Deploy Fighter Jets to Defend Saudi Arabia
00:10:40 – SpaceX and Tesla Form Committees to Discuss Tie-Up
00:15:15 – Rufaro Chiriseri, RBC Wealth Management Head of Fixed Income, UK & Europe
00:27:28 – Vandana Hari, Vanda Insights Founder
00:36:07 – Dubai Luxury Home Sales Fall From Record Levels
00:40:19 – South Africa in Line for Credit Rating Upgrade
——–
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