Get a jump start on the US trading day with Dani Burger and David Gura on “Bloomberg Open Interest.” Stocks push higher after the Fed’s unanimous rate hike under Kevin Warsh. President Trump threatens new tariffs on Europe as the EU deepens ties with Canada. Lucid CEO Silvio Napoli joins us on the company’s major self-driving deal with Bolt. Plus, Clearlake takes full control of Chelsea Football Club. And Interparfums CEO Jean Madar and Dynex Capital Co-CEO Smriti Popenoe join us on tariffs, consumers and the housing market.
Chapters:
00:00:00 – Open Interest
00:01:54 – Fed Hike, Dot Plot Outlook & What Kevin Warsh Signaled
00:04:15 – King Charles, OpenAI, Meta & the AI Safety Debate
00:08:13 – Boeing Challenges Ahead
00:11:15 – Key Movers: AI Infrastructure, Crypto & Data Center Stocks
00:12:26 – High Interest | Bank of England Warning, Missile
00:13:41 – Canada-EU Partnership, Trump Tariff Threats & Trade Diversification
00:18:13 – Eric Van Nostrand Lazard Asset Management | Oil Shock, Fed Hikes, AI Optimism & Market Risks
00:30:57 – Top Calls | Palo Alto Upgrade, Uber Upgrade & Lyft Downgrade
00:31:57 – Silvio Napoli Lucid | Lucid, Bolt Partnership & Europe’s Robotaxi Push
00:39:49 – CoreWeave Financing, AI Spending & Anthropic Compute Demand
00:47:37 – Emily Roland Manulife John Hancock Investments | Fed Path, Inflation Risks, Oil Prices & Portfolio Strategy
00:56:16 – Lauren Basmadjian Carlye | AI Debt Boom, Data Center Lending & Credit Market Risk
01:05:55 – Trump Tariffs, Canada-EU Tensions & Trade Policy
01:07:33 – Jean Madar Interparfums | Consumer Growth
01:16:48 – Smriti Popenoe Dynex Capital | Mortgage Rates Near 7%, Housing Affordability & Treasury Yields
01:23:52 – Chelsea Sale, Private Equity & Sports Ownership
——–
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