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
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More on Bloomberg Television and Markets
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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
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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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