Inflation Cools for Fifth Straight Month | Open Interest 7/15/2025

Posted on 07/15/2025
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Get a jump start on the US trading day with Matt Miller, Katie Greifeld and Sonali Basak on "Bloomberg Open Interest." Core CPI comes in cool for the fifth time in a row, meanwhile, JPMorgan is leading the way in bank earnings reports with robust results. Nvidia and AMD prepare to restart H20 chip sales to China, a reversal that’s lifting shares across the tech sector. Oklo CEO joins Open Interest to share the timeline for building cost efficient and revolutionary nuclear reactor plants.



Chapters:

00:00:00 - Open Interest Starts

00:02:17 - Core Inflation Misses Estimates

00:04:31 - JPM, Wells Fargo, Citi Kick Off Bank Earnings

00:11:52 - HIGH INTEREST

00:12:57 - Baird: Good Time to Sell JPM | David George, Baird Sr Research Analyst

00:24:12 - Hill: Earnings Not Likely to Disappoint Investors | Emily Bowersock Hill, Bowersock Capital Partners CEO & Founder

00:32:43 - TOP CALLS

00:33:59 - Nvidia Prepared to Sell Some Chips to China

00:45:19 - Slimmon: Tariffs Will Not be the Cause of a Market Correction | Andrew Slimmon, Morgan Stanley

00:56:10 - Packer: Seeing Secular Shift to Private Credit | Craig Packer, Co-President and Head of Credit at Blue Owl

01:05:52 - Tech Deals Heat Up | Kristin Roth DeClark, Barclays Global Head of Technology Investment Banking

01:17:58 - A Nuclear Energy Revolution Propelled by Regulatory Tailwinds | Jacob "Jake" DeWitte, Oklo CEO

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