Uncertainty is mounting at Tata Sons as Chairman Natarajan Chandrasekaran prepares to step down after a boardroom deadlock. The leadership shake-up comes as India’s $180 billion conglomerate faces mounting financial and regulatory pressures.
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US equity futures waver and a global bond rout eases as higher yields attract investors. The yen strengthens as traders weigh intervention risks, while the BOJ is said to favor raising rates by a quarter point this month. President Trump says the latest strikes on Iran. US diesel prices hit a four-year high. Broadcom slips after the chipmaker’s results and short-term forecast failed to meet lofty expectations, despite predicting a boom in AI chips over the next two years. Seema Shah of Principal Asset Management joins “Bloomberg Brief” to discuss the implications of elevated yields on stocks.

Chapters:
00:00:00 – Bloomberg Brief Begins
00:00:18 – Top Stories & Headlines
00:00:50 – Global Market Check: Yen Surges as BOJ Leans Toward Rate Hike
00:02:13 – European Markets, Bond Yields & Swiss Economy
00:05:31 – What’s Driving the Yen’s Dramatic Strengthening, Dutch Central Bank Moves Gold From the US
00:09:14 – Iran Strikes US Bases as Middle East Tensions Escalate, China Pushes for a New Middle East Security Order
00:12:17 – Global Fuel Supply Strains Send Diesel Prices Higher, China’s Role in Shifting Global Oil Flows
00:17:19 – Broadcom’s AI Chip Boom Meets Short-Term Bottlenecks, Snowflake Sees Surge in Enterprise AI Adoption
00:20:00 – Front Page News
00:21:26 – Market Update: Stocks, Oil, Yields & the Yen
00:24:10 – Seema Shah, Principal Asset Management Chief Global Strategist, on AI Spending & Rising Bond Yields, Midterms, Market Volatility
00:33:47 – Trending on the Terminal
00:35:23 – Trump, Iran and Extended US Middle East Deployments, Xi Jinping Challenges US Influence in the Middle East
00:37:55 – Trump Administration and Birthright Citizenship
00:38:50 – Broadcom’s Long-Term AI Chip Growth Outlook, Snowflake, Databricks and the Enterprise AI Race, ByteDance Raises Billions for AI Expansion
00:42:35 – What to Watch
——–
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This year’s Jackson Hole, the first of the Kevin Warsh era, comes at a very interesting time for monetary policy.

Kansas City Fed President Jeffrey Schmid joins Tracy Alloway and Joe Weisenthal on the Odd Lots podcast for a curtain raiser on the symposium and he shares this thoughts on the Fed’s ongoing battle with inflation.
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Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we’ll tell you what matters for investors in Europe, giving you insight before trading begins.

The US and Iran exchanged strikes for the first time in about a month as American forces hit Iranian rocket launchers & the Islamic Republic responded by firing missiles toward Jordan.

Traders piled into bets that a quarter-point Fed rate hike next month is more likely than not as Federal Reserve Chairman Kevin Warsh doubled down on his vow to finally tame inflation that’s outpaced the central bank’s target for five straight years.

Today’s guest: Wolf von Rotberg, Equity Strategist, J Safra Sarasin

Chapters:
00:00:00 – Bloomberg Daybreak Europe Begins, Top Stories & Market Outlook
00:03:00 – Asian Stocks Fall on Fed Rate-Hike Bets
00:05:47 – US-Iran Strikes & Oil Prices Surge
00:09:30 – Kevin Warsh’s Jackson Hole Speech
00:10:43 – Fed Credibility & September Rate-Hike Outlook, Bank of Japan Rate-Hike Expectations
00:15:57 – Russia-Ukraine Strikes & Ground Offensive Risk, Russia, Iran & China Strengthen Ties
00:20:19 – Iceland Rejects Renewed EU Membership Talks
00:26:19 – Front Page News
00:27:15 – Fed Rate Hikes & U.S. Equity Outlook
00:28:12 – Wolf Von Rotberg, J Safra Sarasin Equity Strategist, on US Dollar, Gold, Bitcoin & the Debasement Trade, & Treasury Yield
00:36:51 – UBS Capital Rules & Swiss Banking Reform
00:41:11 – Germany’s Far-Right Election Test, What an AfD Victory Could Mean for Germany
00:45:30 – Fed Policymakers React to Kevin Warsh, Week Ahead
——–
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Moody’s Analytics Chief Economist Mark Zandi says Nvidia’s earnings prove that the AI investment cycle is a “juggernaut” and critical to growth on “Balance of Power: Evening Edition.”
——–
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