Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." Treasury Secretary Scott Bessent surprises markets with a major boost to debt buybacks as yields hit multi-year highs. SK Hynix surges on a nearly $30 billion buyback. Moderna and Merck jump on promising melanoma vaccine results. Plus, Target and Lowe’s report, with Walmart still ahead. Telsey’s Joseph Feldman joins us on the retail winners and losers.
Chapters:
00:00:00 – Open Interest
00:01:06 – Target Turnaround, Lowe’s Outlook, Housing Market Weakness & Walmart Preview
00:03:43 – Moderna Melanoma Vaccine Breakthrough, Personalized Cancer Treatments & mRNA Expansion
00:06:34 – Treasury Buybacks, Bond Market Rally, Fed Expectations, Inflation Risks & Yield Volatility
00:11:17 – High Interest | Treasury Buyback Expansion, UAE-Iran Escalation, Strait of Hormuz Disruptions & Canada Tariff Delay
00:12:19 – U.S.-Canada Trade Talks, Tariff Reprieve, USMCA Tensions & Florida Primary Results
00:16:11 – SK Hynix $30B Buyback, AI Memory Demand, Data Center Pushback & Hyperscaler Spending
00:19:13 – Nadia Lovell UBS | AI Infrastructure Buildout, Data Center Opposition, Hyperscaler Growth & Market Outlook
00:33:49 – Top Calls | Honeywell Aerospace Upgrade, Dollar Tree Upgrade & Zoom Buy Initiation
00:35:06 – Moderna-Merck Cancer Vaccine, Melanoma Trial Success, mRNA Innovation & Pharma Outlook
00:44:23 – Treasury Buybacks, Long-Term Debt Concerns, Inflation Risks, Deficits & Fed Policy
00:47:52 – Kathy Bostjancic Nationwide Mutual Insurance | Bond Market Volatility, Treasury Intervention, Fed Communication, Inflation & Jackson Hole Preview
00:54:46 – Moderna Surge, Merck Rally, SK Hynix Buyback & Estee Lauder Recovery
00:56:57 – Joe Feldman Telsey Advisory Group | Target Earnings, Consumer Spending Trends, Lowe’s Outlook, Walmart Expectations & Retail Recovery
01:05:30 – Sarah Levy Betterment | Gen Z Investing vs Sports Betting, Financial Literacy, Retirement Savings & Social Media Influence
01:13:52 – Florida Primary Results, Democratic Party Dynamics, Trump-Endorsed Candidates & Canada Trade Negotiations
01:17:18 – Scott Painter TrueCar | Auto Tariffs, Canada Supply Chains, Vehicle Affordability, Used Car Demand & Auto Market Trends
01:22:33 – Data Center Backlash, AI Infrastructure Politics, Local Opposition, Power Grid Concerns & Oracle’s Strategy
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