The US 10-year yield hits its highest level since 2002 as rising oil prices fuel a renewed selloff in global bonds. US equity futures get support from chipmakers following an upbeat forecast from Micron. The results were driven by the AI building frenzy, but warned that rising compensation would weigh on profit margins. US companies announce the fewest number of job cuts for any September since 2022. Anastasia Amoroso of Partners Group joins "Bloomberg Brief" to discuss the bond selloff and the biggest risks to the economy.
Chapters:
00:00:00 – Bloomberg Brief Begins – Top Stories
00:00:49 – Global Market Check: Asia Markets & Bank of Japan
00:01:59 – Global Bond Selloff & European Markets
00:03:42 – First Look Movers: Micron, Google AI & Constellation Energy
00:05:24 – What’s Driving the Global Bond Selloff, Fed Policy, Kashkari & the US Economy
00:08:58 – Micron Earnings & Memory Chip Demand
00:11:30 – OpenAI Accuses China’s Moonshot of Data Extraction, Google Gemini 4 Performance & AI Competition
00:14:26 – Trending on the Terminal
00:16:21 – France Unveils Budget & Spending Cuts, Political Risks Surrounding France’s Budget
00:20:11 – Front Page News
00:21:35 – Bloomberg Brief – Market Update
00:23:27 – First Look Movers: Micron, Gemini 4 & AI-Powered Nuclear Demand
00:25:03 – Anastasia Amoroso, Partners Group Chief Investment Strategist, on the US Economy & Bond Selloff, When Higher Yields Could Hit Equities
00:32:42 – Trending on the Terminal
00:34:35 – Trump Calls for Powell’s Removal
00:36:20 – Export Ban Debate & US-India Trade
00:38:34 – Micron Earnings & Memory Chip Shortages, OpenAI, Moonshot & AI Data Extraction, Gemini 4 & Google’s AI Challenges
00:41:54 – What to Watch
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