Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." Nvidia tries to snap its losing streak ahead of earnings, while software stocks face a gut check. Scott Bessent faces pushback from his former mentor as Stan Druckenmiller calls Treasury’s bond buying a mistake. Meanwhile, Bessent’s Iran strategy risks putting Washington on a collision course with Beijing. Plus, Bob Doll, Crossmark Global Investments Chief Investment Officer, and Marija Veitmane, State Street Global Markets Head of Equity Research, on the market outlook ahead of Nvidia earnings and Jackson Hole.
Chapters:
00:00:00 – Open Interest
00:01:38 – Druckenmiller vs. Bessent, Treasury Buybacks, Bond Market Pushback & Fed Risks
00:05:26 – Iran Sanctions Campaign, China Oil Imports, Canada Trade Dispute & Secondary Sanctions
00:08:33 – Nvidia Earnings Preview, AI Demand, Pricing Power & AI Financing Risks
00:13:36 – High Interest | Volkswagen Job Cuts, Apple’s New Mac Mini & Dick’s Sporting Goods Warning
00:14:21 – Dick’s Sporting Goods, Foot Locker Turnaround, Sneaker Demand & Consumer Trends
00:18:44 – Bob Doll Crossmark | Bond Vigilantes, Treasury Yields, Inflation Risks & Market Outlook
00:31:32 – Top Calls | Moderna Upgrade, Five Below Downgrade & AMD Upgraded to Strong Buy
00:32:08 – Nvidia’s AI Outlook, SpaceX Compute Demand, Anthropic, AI Adoption & Software Risks
00:40:01 – SEC Probe into Situational Awareness, Hedge Fund Leverage & AI Trade Fallout
00:44:23 – Consumer Confidence Miss, Housing Weakness, Jackson Hole & Druckenmiller’s Warning
00:48:07 – Marija Veitmane State Street | Why Investors Keep Buying Tech, Nvidia Setup, Rising Yields & Small-Cap Risks
00:55:23 – High Interest | H-1B Visa Fee Proposal, SEC Subpoenas over Situational Awareness & Thoma Bravo’s Debt Wall
00:56:28 – Private Credit Power Shift, Software Debt Stress, PE Liquidity Challenges & SaaS Financing
01:05:01 – Scott Kirby | United Airlines Expansion, Premium Travel Demand & International Growth
01:12:32 – Iran Economic Pressure Campaign, China Response, Hormuz Risks & Canada Tariff Fight
01:21:45 – Oura IPO, Anthropic Pipeline, IPO Market Revival & Consumer Health Tech
——–
More on Bloomberg Television and Markets
Like this video? Subscribe and turn on notifications so you don’t miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.
Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/
Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/
More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio
Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals
Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts