Economics and Policy Correspondent Mike McKee & Senior Federal Reserve Reporter Enda Curran react to reports regarding President Trump’s relationship and communications with Fed Chair Kevin Warsh, plus a preview of July payrolls dropping Friday. Then, Bloomberg Hedge Fund Reporter Hema Parmar reports what $400 Million bet Situational Awareness made in its return back to investing. Plus, Bloomberg Intelligence’s Global Head of Technology Research Mandeep Singh talks Alphabet’s potentially $25 Billion bond sale.

Chapters
00:00:00 Bloomberg Businessweek Daily
00:01:43 SpaceX Lockup Day & AI Spending
00:03:21 Market Update: Oil Rises, Stocks Slip
00:05:24 Trump’s Calls with Fed Chair Kevin Warsh
00:06:04 Inside the White House–Fed Communications
00:07:13 Presidential Pressure & Fed Independence
00:08:52 Will Trump and Warsh’s Honeymoon Last?
00:11:27 Jobs Report, Inflation & Jackson Hole
00:15:03 Labor Market Uncertainty
00:17:17 Biggest Risks Facing the Economy
00:20:31 Situational Awareness Returns to Investing
00:21:21 Hedge Fund Rebuild After Near Collapse
00:24:24 Citadel’s Windfall from the Rescue Deal
00:27:22 AI Investing, Leverage & Hedge Fund Risk
00:34:20 Alphabet’s $25 Billion AI Bond Sale
00:35:27 Why Big Tech Needs More Debt
00:38:32 Where AI Spending Is Paying Off
00:39:12 When Will AI Deliver ROI?
00:40:28 Google’s AI Leadership Shake-Up
00:44:39 Stock Movers: Sandisk, Datadog & Honeywell Aerospace
——–
More on Bloomberg Television and Markets

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Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today’s guests are Morgan Stanley PWM Executive Director Katerina Simonetti, BlackRock Deputy CIO of Global Fixed Income Russ Brownback, Jefferies Equity Research Analyst David Chiaverini, Hamilton Lane Co-CEO Erik Hirsch, Wells Fargo Investment Institute Head of Global Investment Strategy Paul Christopher, Bokeh Capital Partners Founder & Chief Investment Officer Kim Forrest, US Chief Design Officer Joe Gebbia, Robinhood CEO Vlad Tenev, & Churchill Asset Management Vice Chairman & Chief Investment Strategist Randy Schwimmer.

Chapters:
00:00:00 Bloomberg The Close
00:01:06 AI Chip Cycle, Samsung & SK Hynix in Focus
00:03:58 Morgan Stanley on Market Rotation & AI Investing
00:10:42 BlackRock on Rates, Inflation & Fixed Income
00:16:40 Top Calls
00:17:48 Regional Banks Preview Ahead of Earnings Season
00:22:27 Hamilton Lane on Private Equity Co-Investing
00:30:35 Stock of the Hour: Broadcom Extends Apple Partnership
00:35:13 Countdown to the Closing Bell
00:37:39 Bloomberg Intelligence on Earnings & Market Positioning
00:43:12 Closing Bell
00:46:28 Broadcom, AMD & Tesla Power the Rally
00:48:34 O’Reilly, AMC & GXO Lead the Decliners
00:54:06 Post-Close: AI Trade & Market Rotation
00:55:30 Kim Forrest on the Future of AI Infrastructure
01:02:32 Trump Accounts App Launch Explained
01:08:03 Robinhood CEO Vlad Tenev on Trump Accounts
01:16:39 Churchill Asset Management on Private Credit
01:28:57 What to Watch: SpaceX, NATO & World Cup
——–
More on Bloomberg Television and Markets

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Hong Kong has exported everything from cinema to finance. Now, its iconic cha chaan teng diners are going global too. Mary Hui explains how these humble cafes have become a symbol of culture, migration and identity.
——–
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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 Tech Volatility, Bond Pressure & Hormuz Talks
06:04 Leverage Shows Signs Market Is Overbought — Bob Elliott, Unlimited
19:01 Iran May Have Overplayed Its Hand — Victoria Coates, Former Deputy National Security Advisor
31:45 The AI Investment Cycle Is Far From Over — Gil Luria, DA Davidson
41:33 Labor Market Is Tighter Than It Looks — Nela Richardson, ADP
55:49 The Correction Already Happened — Jonathan Golub, Seaport Research Partners
1:08:35 Oil Isn’t Everything for Markets — Jonathan Golub, Seaport Research Partners
1:17:43 SpaceX Is Still Overpriced — Brian Hamilton, LiveSwitch
1:31:07 No Break on Long End of Curve’s Move Higher — Ed Al-Hussainy, Columbia Threadneedle Investments
1:41:22 Global Investors Must Absorb America’s Debt — Peter Tchir, Academy Securities
1:55:12 SpaceX Still Has Too Many Unanswered Questions — Julie Zhu, MoffettNathanson
2:06:24 The Fed Can’t Overreact to One Jobs Report — Blerina Uruci, T. Rowe Price
2:19:42 Price Action Resembles the Dot-Com Era — Jonathan Krinsky, BTIG
——–
Watch it live every week day from 6-9 ET on Bloomberg Television, YouTube, Roku, Apple TV, Samsung TV, Android TV, Rakuten TV.

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US equity futures waver ahead of more tech earnings and a rate decision from the Federal Reserve. Microsoft, Meta and Qualcomm are set to report after SK Hynix signaled a sharp increase in capital spending. Oil rallies after the US says it intercepted an Iranian attack on military bases, ending the pause in fighting. Priya Misra of JPMorgan Asset Management looks ahead to the Fed’s decision.

Chapters:
00:00:00 – Bloomberg Brief Begins, Opening Headlines & Market Setup
00:00:52 – Global Market Check: Korean Stocks. SK Hynix Profit Disappoints
00:02:17 – Europe Markets Check
00:03:40 – Oil Surges After Iran Attack
00:05:01 – First Look Movers: Chips, AI & Luxury Stocks
00:06:12 – Middle East Update: Iran Strikes U.S. Bases
00:08:06 – SK Hynix Earnings & AI Spending Concerns
00:11:36 – Countdown to the Fed Decision
00:14:31 – Trending on the Terminal
00:16:26 – European Banks Rally on Strong Earnings
00:20:07 – Front Page News
00:21:34 – Markets Reset Before the Fed
00:24:39 – Priya Misra JP Morgan Asset Management Portfolio Manager, on Fed Outlook
00:31:52 – Trending on the Terminal: UBS Buyback & OpenAI Cybersecurity Story
00:33:28 – Middle East Tensions Return
00:36:49 – SK Hynix, AI Earnings & Chip Stocks
00:41:46 – What to Watch: Fed, Big Tech Earnings
——–
More on Bloomberg Television and Markets

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