Get a jump start on the US trading day with Vonnie Quinn on "Bloomberg Open Interest." Inflation heats up as fuel prices risev and Middle East tensions threaten more pressure ahead. Big bank earnings expose a divide on Wall Street. RBC’s Gerard Cassidy breaks down rates, margins and credit risk. Plus, AI demand keeps surging. Stripe Vice Chair Eileen O’Mara on Europe’s startup push and how agentic commerce could transform payments.
Chapters:
00:00:00 – Open Interest
00:01:34 – CPI Shock, Inflation Breadth & Fed Rate Hike Risks
00:04:46 – Bank of America Fine, Morgan Stanley Results & Wall Street Trading Weakness
00:06:41 – ASML Capacity Expansion, AI Chip Demand & Anthropic Investor Day
00:11:44 – Morning Movers | State Street Miss, HPE & Dell Downgrades
00:14:04 – Gerard Cassidy RBC Capital Markets | Bank Earnings, Yield Curve Impact & AI Spending Outlook
00:23:42 – JoAnne Feeney Advisors Capital Management | Inflation Pressures, Bank Stocks & the Two-Speed AI Economy
00:29:12 – AI Summit | OpenAI Safety, Alignment & Liability Debate
00:31:17 – Stripe’s Eileen O’Mara on AI, Payments & Europe’s Startup Race
00:44:09 – Bank Earnings Fallout, Anthropic IPO & Banking M&A
00:50:18 – Cheryl Pate Angel Oak | Best Bank Stocks, Rate Outlook & Digital Banking Winners
01:01:07 – AI Dealmaking Boom, Bank M&A Activity & Investment Banking Trends
01:06:49 – Gil Luria DA Davidson | Nvidia Valuation, AI Buildout, CoreWeave Risks & Anthropic Investor Day
01:17:56 – High Interest | Saudi Aramco Attacks, Middle East Tensions & Oil Supply Risks
01:23:31 – CPI Breakdown, PPI Preview & Fed Rate Path Outlook
——–
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