White House Correspondent Jeff Mason explains President Trump’s vow to isolate Iran’s economy as he plans to travel to South Carolina to campaign for the midterms. Bloomberg Intelligence Chief US Interest Rate Strategist Ira Jersey and Alpine Saxon Woods Chief Market Strategist Sarah Hunt break down the week of whiplash for US Treasury yields. Then, ITG’s Chris Mecray discusses how the digital infrastructure services company has been doing post-IPO for this week’s edition of CFO Briefing. Plus, Bloomberg News Legal Analyst June Grasso breaks down Supreme Court Chief Justice John Roberts’ decision to allow Trump to keep building the White House Ballroom. Finally, Bloomberg News Senior Legal Reporter Ava Benny-Morrison dives into her report that the DOJ sought Egan-Jones’ records to probe Mark Walter’s business.
Chapters
00:00:00 Opening: Markets, Bonds & Bitcoin
00:03:45 White House: Iran Pressure & Beef Prices
00:05:46 Trump’s "Economic D-Day" Against Iran
00:07:32 Midterms, South Carolina & Beef Prices
00:09:08 Treasury Market Whiplash & Bessent’s Next Move
00:11:26 Can Treasury Bring Long-Term Yields Down?
00:12:58 Treasury, the Fed & Interest Rate Policy
00:14:11 Kevin Warsh Heads to Jackson Hole
00:16:00 AI Spending, Data Centers & Credit Markets
00:19:02 Market Update & White House Ballroom Ruling
00:21:03 ITG CFO on Digital Infrastructure
00:23:46 AI Drives the Fiber-Optic Buildout
00:25:08 Is the AI Data Center Boom Overextended?
00:27:32 ITG’s Stock Performance After Its IPO
00:29:39 What the C-Suite Is Watching Now
00:32:32 Market Update: Bonds, Iran & Bitcoin
00:34:32 Supreme Court Allows White House Ballroom Construction
00:39:45 DOJ Probe Into Mark Walter’s Business Empire
00:41:00 Credit Ratings & Guggenheim-Linked Insurers
00:44:41 What Comes Next in the Mark Walter Investigation
00:47:33 Markets Head Into the Final Hour
00:48:51 Gold Miners, Ross Stores & Moderna
00:52:41 AI Boom Powers S&P 500 Earnings
——–
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