Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." Bond anxiety is building around the globe. Ed Yardeni weighs the risks from AI and the Fed. Home Depot puts the consumer to the test. Plus, JPMorgan’s Gabriela Santos on shelter from market shocks, Snowflake CEO Sridhar Ramaswamy on the economics of enterprise AI, and Goldman Sachs strikes another deal to expand its $4 trillion asset-management business.
Chapters:
00:00:00 – Open Interest
00:01:26 – Bond Market Volatility, Inflation Risks, AI Debt Issuance & Yield Surge
00:04:51 – Snowflake AI Cost Controls, Model Routing, Anthropic Growth & AI Economics
00:08:14 – Home Depot Earnings, Consumer Spending Trends, Housing Market & Retail Outlook
00:10:55 – High Interest | Iran-Hormuz Standoff, Florida GOP Primary Battle, Goldman Real Estate Deal & Amer Sports Outlook
00:12:00 – Consumer Spending, Amer Sports, China Demand, Premium Brands & Retail Trends
00:15:54 – Gabriela Santos JPMorgan Asset Management | AI Trade Risks, Portfolio Diversification, Bond Volatility & Global Markets
00:23:16 – Rising Yields, AI Debt Boom, Term Premiums, Jackson Hole & Market Positioning
00:32:38 – Top Calls | Duolingo Upgrade, Bath & Body Works Upgrade & Abercrombie Downgrade
00:33:37 – Snowflake AI Strategy, Open-Source Models, AI Costs, Enterprise Adoption & Productivity Gains
00:40:23 – Goldman Sachs Acquisition, Asset Management Expansion & Commercial Real Estate
00:44:27 – Larry Adam Raymond James | Bond Yields, U.S. Debt, AI Capex, Equity Outlook & Market Pullback Risks
00:51:11 – Amer Sports, Abercrombie, Home Depot & Retail Stock Movers
00:52:11 – Home Depot Beat, Consumer Caution, Lowe’s Outlook & Home Improvement Demand
00:55:03 – High Interest | U.S.-Canada Trade Talks, ABC vs FCC Lawsuit & Meta Social Media Addiction Case
00:56:17 – Private Credit Recovery, Blue Owl, Blackstone, BDC Flows & Credit Market Demand
00:59:13 – Iran Negotiations, Strait of Hormuz, Oil Shipping Risks & Florida GOP Primary
01:05:31 – Rati Sahi Levesque The RealReal | Luxury Resale Growth, Gen Z Demand, AI Authentication & The RealReal Outlook
01:14:37 – Amir Yaron Bank of Israel Governor | Jackson Hole Preview, Global Rates, Inflation, Israel Economy & AI Productivity
01:23:25 – Mark Walter Empire, Insurance Scrutiny, DOJ Probe, Lakers Sale & Financial Market Impact
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