Get a jump start on the US trading day with Vonnie Quinn and Bailey Lipschultz on “Bloomberg Open Interest.” Oil above $105. Stocks and Treasuries sinking as rate-hike bets build. Plus, housing hits a fresh slowdown, Macy’s disappoints, and Rob Arnott warns markets look frothy. And Joe Kaiser joins us on the next phase of the AI boom where power may become the biggest constraint.
Chapters:
00:00:00 – Open Interest
00:01:38 – Christine Lagarde | ECB
00:42:21 – Europe After the ECB: Growth Risks, Higher Rates & Inflation
00:44:26 – Hot Inflation Data, Fed Expectations & Rate Hike Odds
00:46:41 – Kristen Bitterly Citi | Higher Rates, Oil Shock & Equity Market Positioning
00:50:55 – Top Calls | Apple Upgrade Cycle, Oracle AI Spending & Mobile Hardware Demand
00:51:08 – Apple’s Foldable iPhone, AI Ecosystem & Oracle Earnings Outlook
00:54:11 – Consumer Spending, Retail Turnaround Stories & Luxury Demand
01:03:27 – Stephanie Aliaga JPMorgan Asset Management | Asset Allocation, Fed Policy, Yields & AI Spending Trends
01:15:02 – Iran Conflict, Saudi Supply Risks & Global Oil Markets
01:20:25 – Rob Arnott Syzygy Asset Management | AI Bubble Debate, Value Stocks & Market Concentration Risk
01:34:25 – Joe Kaiser Switchyard Partners | Data Centers, Power Demand & AI Infrastructure Investment
01:40:33 – Trump’s $5,000 Dividend Proposal, Midterms & Fiscal Debate
——–
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