Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." Blockbuster pharma deal talk launches a pivotal week for earnings and the economy. Oil slides as President Trump reopens Iran talks, while the US and Japan defend the yen. Plus, Mary Ann Bartels says the the bull market will last until the end of the decade. Amazon surpasses $3 trillion in value. Mark Penn, the CEO of Stagwell gives us his views on why AI won't replace marketing agencies and Suki Cooper’s path to $5,000 gold.
Chapters:
00:00:00 - Open Interest
00:01:00 - AstraZeneca-Bristol Myers Deal Debate, Pharma Consolidation & Drug Industry Risks
00:03:54 - Iran Peace Talks, Strait of Hormuz Negotiations & Middle East Risk
00:05:50 - U.S.-Japan Yen Intervention, BOJ Policy & Currency Market Risks
00:10:20 - Kevin Warsh's Fed, Fewer FOMC Meetings, Forward Guidance & Market Volatility
00:13:48 - High Interest | NYC Rent Freeze Fallout, FIFA Leadership Controversy & Jefferies Trade Finance Exposure
00:14:56 - Jefferies Exposure, Radiant World Financing Issues & Credit Market Risks
00:18:11 - Stuart Kaiser Citi | Payrolls, SpaceX Supply Overhang, AI Spending & Equity Market Positioning
00:32:19 - Top Calls | Stellantis Downgrade, Circle Downgrade & Birkenstock Downgrade
00:33:46 - SpaceX Earnings, AI Compute Demand, Elon Musk, Lockup Risks & Palantir Outlook
00:39:19 - KKR's $19B AI Infrastructure Fund, Data Centers, Health Care M&A & Private Equity
00:45:57 - Mary Ann Bartels Sanctuary Wealth | Kevin Warsh, Fed Communication Changes, Market Volatility & AI Bull Market Outlook
00:54:45 - High Interest | Apollo's Texas HQ, $110M Bitcoin Wallet Hack & U.S. Soccer Leadership Funding
00:55:59 - Christian Stracke PIMCO | AI Credit Markets, Data Center Financing, Private Credit & Capex Supercycle
01:08:10 - Mark Penn Stagwell | AI in Marketing, IBM Account Win, Political Advertising & Stagwell Growth
01:16:45 - FIFA Backlash, Gianni Infantino's Future, World Cup Privatization & Governance Risks
01:20:45 - Todd Blanche Confirmation, White House AI Meeting & Trump-Iran Strategy
01:24:41 - Suki Cooper Standard Chartered | Gold Outlook, Central Bank Demand, Geopolitical Risks & Commodity Markets
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More on Bloomberg Television and Markets
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Chapters:
00:00:00 - Open Interest
00:01:00 - AstraZeneca-Bristol Myers Deal Debate, Pharma Consolidation & Drug Industry Risks
00:03:54 - Iran Peace Talks, Strait of Hormuz Negotiations & Middle East Risk
00:05:50 - U.S.-Japan Yen Intervention, BOJ Policy & Currency Market Risks
00:10:20 - Kevin Warsh's Fed, Fewer FOMC Meetings, Forward Guidance & Market Volatility
00:13:48 - High Interest | NYC Rent Freeze Fallout, FIFA Leadership Controversy & Jefferies Trade Finance Exposure
00:14:56 - Jefferies Exposure, Radiant World Financing Issues & Credit Market Risks
00:18:11 - Stuart Kaiser Citi | Payrolls, SpaceX Supply Overhang, AI Spending & Equity Market Positioning
00:32:19 - Top Calls | Stellantis Downgrade, Circle Downgrade & Birkenstock Downgrade
00:33:46 - SpaceX Earnings, AI Compute Demand, Elon Musk, Lockup Risks & Palantir Outlook
00:39:19 - KKR's $19B AI Infrastructure Fund, Data Centers, Health Care M&A & Private Equity
00:45:57 - Mary Ann Bartels Sanctuary Wealth | Kevin Warsh, Fed Communication Changes, Market Volatility & AI Bull Market Outlook
00:54:45 - High Interest | Apollo's Texas HQ, $110M Bitcoin Wallet Hack & U.S. Soccer Leadership Funding
00:55:59 - Christian Stracke PIMCO | AI Credit Markets, Data Center Financing, Private Credit & Capex Supercycle
01:08:10 - Mark Penn Stagwell | AI in Marketing, IBM Account Win, Political Advertising & Stagwell Growth
01:16:45 - FIFA Backlash, Gianni Infantino's Future, World Cup Privatization & Governance Risks
01:20:45 - Todd Blanche Confirmation, White House AI Meeting & Trump-Iran Strategy
01:24:41 - Suki Cooper Standard Chartered | Gold Outlook, Central Bank Demand, Geopolitical Risks & Commodity Markets
--------
More on Bloomberg Television and Markets
Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
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X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
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TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/
More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio
Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals
Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts