Get a jump start on the US trading day with Vonnie Quinn and Michael Mckee on "Bloomberg Open Interest." Twenty-five years after September 11th, America remembers. Kevin Hassett joins Open Interest on inflation, Fed independence and his memories of that day. Plus, Brandon and Kyle Lutnick on Cantor Fitzgerald’s legacy of giving after losing 658 colleagues. And Cantor Co-CEO Christian Wall on why the AI boom could unleash trillions in new debt.
Chapters:
00:00:00 – Open Interest
00:01:18 – Bond Yields, CPI Surprise & Fed Rate Hike Expectations
00:05:54 – Julian Emanuel Evercore | 9/11 Reflections, Markets, Rates & the AI-Driven Bull Market
00:19:07 – Oracle’s AI Boom, OpenAI Slowdown Debate & AI Safety Concerns
00:31:16 – Trump’s Midterm Strategy, RNC Convention & Political Risks
00:34:08 – Kevin Hassett White House | Hot CPI, Inflation Debate, Fed Policy & Trump’s $5,000 Proposal
00:50:57 – Romaine Bostick, Brandon Lutnick & Kyle Lutnick | Cantor Fitzgerald 25 Years After 9/11
01:01:07 – Romaine Bostick & Christian Wall | Cantor Fitzgerald, Bond Markets & AI Capital Spending
01:14:25 – Oracle’s AI Spending, Data Center Buildout & OpenAI Competition
01:18:05 – Sarah Hunt Alpine Saxon Woods | Inflation, Oil Prices, Fed Hikes & Market Risks
01:24:18 – High Interest | Hormuz Talks, Record Diesel Prices & AI Safety Warnings
01:26:55 – Fed Hike Expectations, Treasury Strategy & Bond Market Outlook
01:31:14 – Portfolio Positioning, Volatility Risks & Investing Through Higher Rates
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