The yield on 30-year US Treasuries hit the highest in almost two decades, reflecting investor angst. Bloomberg News reporters and experts unpack what’s driving the selloff — from government debt to Big Tech’s AI spending binge — and whether it will derail global stock markets.
——–
More on Bloomberg Television and Markets

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Get a jump start on the US trading day with Dani Burger on “Bloomberg Open Interest.” Treasuries extend their rally as Wall Street games out Bessent’s next move ahead of Jackson Hole. Nvidia takes the earnings spotlight as rising costs loom over those results later this week. Canada braces for a long US trade war, while Washington warns an “economic D-Day” is coming for Iran. Plus, Protolabs CEO Suresh Krishna on the manufacturing boom fueled by growing demand across defense, aerospace and data centers.

Chapters:
00:00:00 – Open Interest
00:01:57 – Jackson Hole Preview, Treasury Buybacks, Kevin Warsh & Bond Market Risks
00:05:35 – Nvidia Price Hikes, AI Infrastructure Demand, Memory Chip Shortages & Market Leadership
00:08:18 – U.S.-Canada Trade Breakdown, Tariffs Escalation & Iran Economic Pressure Campaign
00:14:18 – High Interest | Shein IPO Valuation, Shell Asset Sales & Oil Price Risks
00:15:13 – Shein’s IPO Reset, Anthropic IPO Timeline & AI Capital Markets Boom
00:19:43 – JoAnne Feeney Advisors Capital Management | AI Investment Opportunities, Nvidia Outlook, Consumer Stocks & Rising Yield Risks
00:34:24 – Top Calls | Delta Price Target Cut, Canada Goose Double Downgrade & Chipotle Downgrade
00:35:27 – Nvidia’s Pricing Power, AI Data Center Demand & Political Backlash Against AI Infrastructure
00:40:29 – Trump’s Trading Activity, Market Influence & Conflict-of-Interest Debate
00:44:57 – Treasury Buybacks, Fed-Treasury Coordination, Jackson Hole & Kevin Warsh’s Roadmap
00:48:07 – Claudia Sahm New Century Advisors | Treasury Intervention, Inflation Risks, Fed Independence & Policy Communication
00:57:55 – High Interest | Humanoid Robot Games, AI Resume Flood & Trump Family Bank Approval
00:59:12 – Fintech Bank Charters, Stablecoins, OCC Regulation & World Liberty Financial
01:05:14 – Suresh Krishna Protolabs| U.S. Manufacturing Revival, Defense Demand, Data Centers & Supply Chain Reshoring
01:12:42 – Nvidia Earnings Outlook, Anthropic Adoption, Open-Source AI & Compute Demand
01:18:01 – Canada Trade War Escalation, 50% Tariffs & Iran Economic D-Day Strategy
01:21:54 – athy Kriskey Invesco | Copper at Records, AI Infrastructure, Defense Spending & the Debasement Trade
——–
More on Bloomberg Television and Markets

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Joining Bloomberg This Weekend is Bloomberg Radio host of “Masters in Business” Barry Ritholtz and he tells hosts David Gura and Christina Ruffini that Treasury Secretary Scott Bessent’s bond-market moves may provide short-term relief but cannot override persistent inflation, rising debt and the forces setting long-term yields.
——–
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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 Bond Market Test, Nvidia Earnings and Canada Trade War
04:22 AI Earnings Boom Can Thrive With 5% Bond Yields — Steve Chiavarone, Federated Hermes
18:05 US Is Now the Wild Card in the Global Economy — Steven Cook, Council on Foreign Relations
31:04 Nvidia Price Hike Bullish Overall for Tech — Dan Ives, Yorkville Ives & Co.
40:25 Bond Market Is Repricing Risk, Not Overheating — Kelsey Berro, JPMorgan Asset Management
52:58 AI Boom Makes the Economy Harder for Fed to Slow — Ajay Rajadhyaksha, Barclays
1:06:40 US Is in a Better Place With Mexico Than Canada — Brian Gardner, Stifel
1:20:28 Investors Need a Hedge Against AI Concentration — Troy Gayeski, Future Standard
1:29:20 We’re Big Buyers of the 10-Year at 5% — Earl Davis, BMO Global Asset Management
1:40:41 Would Buy a Lot of 30-Year US Treasuries at 6% — Anne Walsh, Guggenheim Investments
1:54:59 Nvidia Must Prove It Can Be Tomorrow’s AI Platform — Momei Qu, PSP Growth
2:06:49 Warsh Can’t Stay Silent at Jackson Hole — Betsy Duke, Former Fed Governor
2:18:51 AI Revenue Slowdown Would Be the Market’s Big Test — Kelly Covley, Manning & Napier
——–
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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Listen to Bloomberg This Weekend for unique conversations spanning news, politics, lifestyle and culture.

David Gura, Christina Ruffini and Lisa Mateo bring you unique discussions and in-depth conversations with lawmakers, business leaders and cultural icons.
Bloomberg This Weekend gives you insight to make sense of the world.

Stories on today’s show includes:
– Treasury Secretary Scott Bessent Sparks a Turbulent Week in Bonds
– The Stark Choices Reshaping Ukraine at 35
– Federal Reserve Officials Head to Jackson Hole for Annual Symposium

Today’s show includes conversations with:
– Chrystia Freeland, Ukraine Special Representative
– Ingo Sigfusson, Icelandic National Broadcasting Service Correspondent
– Tony Crescenzi, Executive VP & Market Strategist at PIMCO
– Tom Keene, Host of Bloomberg Surveillance
– Patrick Radden Keefe. Author and Journalist

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