“The only way a bluff works is if nobody at the poker table knows you are bluffing, and to slide an extra $2 billion of poker chips out onto the table…when you are a forced seller…it backfired.” Dan Morehead talks about Bessent’s bond plan.
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Get a jump start on the US trading day with Vonnie Quinn and Bailey Lipschultz on “Bloomberg Open Interest.” The summer calm may be over. Middle East tensions hit markets ahead of a crucial inflation report, as the US-Canada trade fight escalates. Apple enters the John Ternus era with a foldable iPhone. Plus, NASCAR CEO Steve O’Donnell on racing’s momentum, Bloomberg Intelligence’s Mandeep Singh on Qualcomm’s Amazon chip deal, and Julie Macklowe on tariffs, whiskey and the rise of ready-made cocktails.

Chapters:
00:00:00 – Open Interest
00:02:01 – Saudi Attacks, Iran Risks, Red Sea Disruptions & Oil Near $100
00:03:39 – Geopolitics, Inflation, Fed Risks & Q4 Market Outlook
00:07:49 – Canada Retaliatory Tariffs, Trade War Escalation & Midterm Pressure
00:12:36 – High Interest | Trump’s Midterm Convention, Millennium Nearing $100B & Amazon’s First Sterling Bond Sale
00:13:50 – Qualcomm-Amazon AI Deal, Data Center Chips, AI Capex & Apple Event Preview
00:18:06 – Stuart Kaiser Citi | CPI Risks, Fed Decision, AI Earnings Growth & Market Volatility
00:31:52 – Top Calls | Best Buy Downgrade, SpaceX Buy Rating & Sweetgreen Upgrade
00:33:20 – Apple’s Foldable iPhone, AI Strategy, Oracle Earnings & Data Center Spending
00:41:02 – Novartis Trial Failures, Pharma M&A Risk & Drug Pipeline Concerns
00:44:32 – Katrina Dudley Franklin Templeton | AI ROI Debate, Healthcare Productivity, Markets & Fed Expectations
00:53:54 – Canada Tariffs, U.S. Trade Pressure & Political Fallout
00:56:33 – High Interest | H-1B Visa Collapse, Anthropic’s Abandoned AI Deal & AI’s Impact on Education
00:58:15 – Peter Hughes Apex Group | Family Office Investing, Private Markets, Tokenization & Alternative Assets
01:07:02 – Steve O’Donnell | NASCAR Growth, Media Strategy, Private Equity & Sports Business Expansion
01:17:58 – Julie Macklowe Macklowe Founder | US Hits Canada with 50% Liquor Tariff  
01:24:34 – Big Take | Millennium’s Rise to $100B, Hedge Fund Expansion & Industry Consolidation
——–
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Bloomberg has learned Anthropic is set to finalize an expansion of its revolving credit facility to $15 billion, clearing a hurdle before the artificial intelligence firm’s public filing for its highly anticipated IPO.

Volkswagen shares gained as much as 9.7%, the biggest intraday move since March 2023, after the carmaker’s supervisory board backed a sweeping restructuring that includes 50,000 additional job cuts.

US stocks and Treasuries held steady as traders waited to see whether Friday’s payrolls report will offer the Federal Reserve enough justification to hold off on an interest-rate hike in September.

Today’s guests: Nouriel Roubini, Roubini Macro Associates CEO; Enrico Letta, Institut Jacques Delors President & Former Italian Prime Minister; Arancha González Laya, Sciences Po Dean of International Affairs & Former Spanish Foreign Minister

—
“The Pulse With Francine Lacqua” is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops.

Chapters:
00:00:00 – The Pulse with Francine Lacqua Live from Cernobbio
00:02:49 – Nouriel Roubini, Roubini Macro Associates, CEO
00:11:44 – Anthropic finalizing $15 billion pre-IPO credit facility
00:13:01 – Altman: Will do what is best for society
00:15:22 – Meloni’s leadership milestone
00:16:02 – Enrico Letta, Institut Jacques Delors President & Former Italian PM
00:25:10 – Friday headlines
00:25:41 – Volkswagen approves plan to cut 50,000 more jobs
00:27:36 – Germany’s far-right stirs fears ahead of state election
00:31:55 – Reform UK denies wrongdoing over donation sting
00:32:16 – Ireland’s Martin on ‘reckless’ Russia
00:33:02 – Vance says Iran conflict isn’t war
00:33:36 – US retail diesel prices hit record as Hormuz crises drag on
00:38:14 – Arancha Gonzalez Laya, Former Spanish Foreign Minister
——–
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SW Retail Advisors President and founder Stacey Widlitz discusses Lululemon Athletica lowering its full-year outlook for a second straight quarter on “Bloomberg The Close.”
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Apple CEO John Ternus is preparing for his first major product event since succeeding Tim Cook, with a foldable iPhone expected to headline the September 9 launch. Bloomberg Intelligence Senior Hardware Analyst Woo Jin Ho joins Christina Ruffini and Jeff Mason on Bloomberg This Weekend and says Ternus’ engineering background could bring renewed focus to hardware and expanding Apple’s ecosystem as smartphone upgrades become increasingly incremental.
——–
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