US equity futures gain as Nvidia rises in the pre-market after the chip giant said the US would approve sales of it’s H20 AI chips to Chinese customers. The EU eyes Boeing, bourbon and US autos in a potential retaliation against US tariffs. JPMorgan, Citi and Wells Fargo kick off earnings season. Peter Oppenheimer of Goldman Sachs says the US stock market is still very concentrated with big tech distorting the overall S&P 500 index. James Clarke of Blue Owl says investors in private credit are looking to opportunities that can withstand geopolitical shocks or cyclical bumps. France’s Minister of European Affairs Benjamin Haddad says the EU finds US tariffs unacceptable and stands ready to retaliate with resolve. “Bloomberg Brief” delivers the market news, data and analysis you need to set your agenda.
Chapters:
00:00:00 – Intro
00:01:27 – First Look Movers
00:03:18 – Peter Oppenheimer, GS Chief Global Equity Strategist
00:10:14 – Trending on the Terminal
00:16:22 – Front Page News
00:22:45 – First Look Movers
00:24:19 – James Clarke, Blue Owl Global Head of Institutional Business Development
00:34:18 – Benjamin Haddad, France Minister of European Affairs
00:42:30 – What to Watch
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