Blowout Jobs Report Jolts Markets | Open Interest 9/4/2026
Get a jump start on the US trading day with Isabelle Lee and Michael Mckee on “Bloomberg Open Interest.” Stocks fall and yields jump after a blowout jobs report. White House economic adviser Chris Phelan joins us on the labor market, inflation and rates. Plus, Anthropic moves closer to a mega IPO, OpenAI unveils its latest model, Morgan Stanley cracks down on research shared on X, and Aptera’s Co-CEO joins us on why he’s betting on China to build its solar EV.
Chapters:
00:00:00 – Open Interest
00:01:18 – Jobs Beat, Labor Market Strength, AI Construction Boom & Fed Implications
00:03:44 – Markets Reprice Fed Hikes, CPI Countdown & Warsh Era Volatility
00:06:58 – Trump, Midterms, Gas Prices & White House Messaging Challenges
00:13:30 – High Interest | Norway Fund Cuts Treasuries, PIMCO Trims Mag 7 & Lululemon Cuts Guidance
00:14:34 – Lululemon’s Turnaround Crisis, Product Problems & CEO Challenge
00:19:30 – Greg Boutle BNP Paribas | Jobs Report, Fed Outlook, Equity Positioning & Election Risks
00:31:08 – Top Calls | Lululemon Downgrades, SiriusXM Upgrade & Zscaler Mixed Reviews
00:34:09 – GPT-6 Launch, AI Safety, OpenAI’s Future & AI Regulation
00:38:35 – Chris Phelan | White House Response to Jobs Report, Fed Policy & Inflation Debate
00:50:37 – Why a September Rate Hike Is Back on the Table
01:02:08 – Morgan Stanley’s X Crackdown, Research Copyright & Wall Street Pushback
01:04:33 – Amy Wu Silverman RBC Capital | Jobs Growth Fuels Fed-Hikes
01:08:18 – Steve Fambro Aptera Motors | Aptera’s Solar EV Launch, China Supply Chain & EV Economics
01:11:12 – Steve Fambro Aptera Motors | Aptera’s Solar EV Launch, China Supply Chain & EV Economics
01:16:11 – Volkswagen’s 50,000 Job Cuts, Germany’s Auto Crisis & EV Competition
01:22:39 – GPT-6, Cybersecurity, AI Safety & OpenAI’s Competitive Edge
01:24:27 – Anthropic IPO, OpenAI Rivalry & AI’s Wealth Creation Moment
01:29:19 – Trump’s Midterm Convention, Ken Paxton & Republican Election Strategy
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