US equity futures and Treasuries struggle for direction ahead of labor market data and a slew of Fedspeak that may offer clues on the rate outlook. Nvidia, Anthropic and Palantir CEOs are slated to attend a lunch with President Trump to discuss AI risks. The US enacts import ban on some Canadian goods. Colin Purdie of Manulife joins “Bloomberg Brief” to discuss market opportunities amid rising yields.

Chapters:
00:00:00 – Bloomberg Brief Begins: Top Stories
00:00:52 – Global Markets Check: Global Markets & Rising Treasury Yields
00:04:03 – First Look Movers: Navitas, Jefferies & Julius Baer
00:05:27 – AI Safety, OpenAI & Trump’s Tech Meeting, AMD’s World Labs Deal & AI Expansion
00:08:48 – US-Canada Trade Tensions Escalate
00:11:14 – Trending on the Terminal
00:12:42 – Goldman Sachs Succession & John Waldron, How AI Could Transform Goldman Sachs
00:17:47 – Front Page News
00:18:41 – China Signals Fresh Economic Stimulus, China’s Housing Market & Consumer Support
00:21:34 – Markets Update: Oil, Yields & Equities
00:23:09 – First Look Movers: AstraZeneca, FICO & Julius Baer
00:24:40 – Colin Purdie, Manulife CIO of Public Markets, on Yields, Equities & the AI Trade China Stimulus & Global Investment Opportunities
00:32:39 – Trending on the Terminal
00:33:56 – AI Leaders Meet Trump as Safety Concerns Grow, AMD’s $8.2 Billion World Labs Acquisition
00:38:10 – US-Canada Trade Ban & Steel Tariffs, US-India Trade Talks Continue
00:42:09 – What to Watch
——–
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Edward Yardeni of Yardeni Research says bond yields could keep going higher from here and markets could be seeing a revenge of the so-called bond vigilantes. He says a yen-carry unwind could be driving the global bond selloff. He speaks on “Bloomberg Surveillance.”
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CFRA Equity Analyst Zachary Warring discusses Nike’s latest quarterly results and strategic shift. Speaking on “Bloomberg The Close,” Warring says that despite maintaining a buy rating, he calls the quarter and full-year guidance disappointing, noting double-digit revenue declines and earnings per share below his expectations.
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OpenAI CEO Sam Altman talks about launching its new AI personal agent called Dots, which he says is a premium product. Altman also says the company will go public at some point, but it’s being patient. He speaks to Bloomberg’s Ed Ludlow in San Francisco.
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“Bloomberg: The Asia Trade” brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg TV is live from Tokyo and Sydney with Shery Ahn and Haidi Stroud-Watts, getting insight and analysis from newsmakers and industry leaders on the biggest stories shaping global markets.

Chapters:
00:00:00 – Bloomberg: The Asia Trade begins
00:01:04 – US consumer spending jumps by most in a year
00:03:58 – US 30-year yield highest since 2002
00:06:54 – Micron forecast beats on booming AI memory demand
00:12:47 – Trump unveils $200B in South Korean energy investments
00:19:48 – OpenAI blames Moonshot for mass data extraction
00:26:23 – TD Securities’ Molly Brooks on US rates, economy
00:34:29 – Google’s Gemini 4 Argon faces internal doubts
00:38:19 – CoreWeave CEO Michael Intrator on data center buildouts
00:41:17 – Michael Burry’s protégé warns of ‘value traps’ in Korean stocks
00:44:21 – BREAKING: Japan Sept. large manufacturer Tankan at 24; est. 25
00:47:26 – Markets open in Japan, South Korea and Australia
00:51:55 – Defiance ETFs’ Sylvia Jablonski on market strategy
00:57:36 – Micron: Still no line of sight into when supply meets demand
01:02:00 – OpenAI allegation adds to US AI labs’ distillation concerns
01:08:33 – EXCLUSIVE: Pershing Square CEO Bill Ackman on investing in AI
01:13:36 – BREAKING: S&P Global posts Asia Sept. manufacturing PMI data
01:15:43 – Futurum’s Rolf Bulk on Micron earnings, US tech outlook
01:21:37 – Trump’s South Korea energy investment plan includes eight nuclear power plants
01:26:06 – Bloomberg Opinion: Emerging Asia rethinking its LNG strategy
01:29:58 – China’s coal past and solar present collide in Pakistan
——–
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