Treasuries fall and US equity futures waver as rising oil prices stoke inflation fears. President Trump hardens his stance toward Iran with new demands, clouding the prospect of an immediate agreement on the Strait of Hormuz. AI financing picks up as Nvidia taps investment giants including Apollo and Blackstone to source $500 billion for AI infrastructure. Intel raises $20 billion in an upsized share sale. Laura Cooper of Nuveen discusses the rise in real yields.

Chapters:
00:00:00 – Bloomberg Brief Begins, Opening Headlines
00:00:45 – Global Market Check: Asia Markets: Oil, Yen & Singapore Stocks
00:02:25 – European Markets & Rising Bond Yields
00:03:32 – U.S. Markets: Oil Near $90 & Treasury Yields
00:04:56 – First Look Movers: Intel, Riot Platforms & Fermi
00:06:11 – Trump’s New Iran Demands & Strait of Hormuz
00:08:36 – Bond Market Alarm: Inflation & Fiscal Risks, Yen Weakness & Bank of Japan
00:12:18 – Trending on the Terminal
00:13:40 – AI Financing Boom: Nvidia’s $500 Billion Push, Intel Raises $20 Billion, Anthropic’s $9 Billion Riot Platforms Deal
00:18:01 – GM Pulls Back on EV Investment
00:20:15 – Front Page News
00:21:29 – Bloomberg Brief: Markets Update
00:24:57 – Nuveen Global Investment Strategist Laura Cooper on Fed Policy, CPI & Rising Yields
00:31:11 – Trending on the Terminal
00:33:04 – Iran, Trump & the Midterm Elections, Trump, MMR Vaccines & Autism Claims, Trump’s Endorsements & Key Midterm Races
00:36:43 – Nvidia’s Massive AI Financing Push Anthropic’s Hunt for Compute Capacity
00:42:04 – What to Watch
——–
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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.

US President Donald Trump made sweeping new demands on Iran after Tehran reiterated requests for reparations as part of talks to wind down the conflict, dimming hopes of a quick deal that would reopen the Strait of Hormuz.

The yen wiped out half of its rally from recent interventions by Japan and the US to boost the currency, a psychologically significant move for traders who remain on alert for further official support.

And US investment giants including Apollo, Blackstone, BlackRock and Brookfield Asset Management are partnering with Nvidia to source $500 billion in financing for artificial intelligence infrastructure.

Today’s guests: Laureline Renaud-Chatelain, Pictet Wealth Management, Fixed Income Strategy Lead.

Chapters:
00:00:00 – Daybreak Europe
00:02:38 – Trump Makes Sweeping New Demands on Iran as Deal Hopes Dim
00:03:55 – Iran Reiterates Demands for Talks
00:08:57 – Nvidia Taps Wall Street for $500 Billion Funding Commitment 
00:14:14 – Yen Erases Half of Intervention Gains as Traders Test Bessent
00:18:06 – Trump Hardens Stance on Iran, Clouding Hopes for Hormuz Deal
00:22:10 – Mercedes’ Failing China EV Shows Why German Carmakers Miss Out
00:28:17 – Laureline Renaud-Chatelain, Pictet Wealth Management, Fixed Income Strategy Lead
00:40:39 – Swiss Upper House to Debate Capital Reform Bill
00:45:18 – Kiuchi: Japan’s Fiscal Position is Improving
——–
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Bloomberg’s Mike McKee breaks down Wednesday’s subdued inflation report, putting pressure on the fed following weak jobs numbers. Then, iCapital Global Investment Strategist Dan Suzuki also talks CPI report and the S&P 500 set to post its 4th consecutive quarter of growth. Plus, CEO of Atlas Merchant Capital Bob Diamond announces a new investment partnership alongside Co-Founder & CEO of Edge Focus Elliott Lorenz. Finally, London School of Economics Lecturer Rebecca Homkes talks about how CEO’s are dealing with geopolitical and market shocks.

Chapters
00:00:00 Bloomberg Businessweek Daily
00:03:02 Markets Rally After CPI
00:05:08 Michael McKee on Inflation & Jackson Hole
00:06:43 Oil, Gas Prices & the Strait of Hormuz
00:08:03 Why Consumers Still Feel Inflation
00:09:40 Tariffs, Retail Sales & Economic Growth
00:12:36 Dan Suzuki on Markets Drowning in Liquidity
00:14:10 Interest Rates, Oil & Risks to the Rally
00:16:48 Diversification, AI & Asset Allocation
00:19:03 Markets, AI Stocks & Restaurant Earnings
00:21:11 Bob Diamond’s New Consumer Credit Investment
00:24:45 Edge Focus, Consumer Data & Credit Modeling
00:26:20 Buy Now, Pay Later & Expansion Plans
00:29:34 How Technology Is Transforming Consumer Credit
00:32:18 Consumer Credit, Debt & Delinquencies
00:34:38 What’s Next for Bob Diamond’s Investment?
00:35:56 Bob Diamond on the Market & an AI Correction
00:38:03 S&P 500 Hits an Intraday Record
00:39:37 Cisco Earnings & the $12 Billion Lakers Deal
00:44:32 The “Chaos Tax” on Consumers & Businesses
00:46:10 How CEOs Are Adapting to Constant Shocks
00:49:22 CoreWeave & the AI Spending Boom
——–
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Over the past decades since the Iranian Revolution of 1979, Iran’s economy has completely transformed to resemble what Yeganeh Torbati and Bozorgmehr Sharafedin describe as a “mafia state.”

On this episode of the Odd Lots podcast, Torbati, New York Times’ Iran correspondent, and Sharafedin, Iran International’s head of Digital, join Tracy Alloway and Joe Weisenthal to discuss how the Iranian economy actually works and how startups and business owners have to navigate the network of various factions within political and religious leadership.
——–
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President Trump and Fed Chair Kevin Warsh talk about the economy “all the time,” National Economic Council Director Kevin Hassett says on “Bloomberg Open Interest.” Hassett says he’s sure Trump is not telling Warsh what to do about interest rates.
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