Bonds Slide Amid Inflation Concerns as Oil Rises on Hormuz Deal Outlook | Bloomberg Brief 08/11/2026
Treasuries fall and US equity futures waver as rising oil prices stoke inflation fears. President Trump hardens his stance toward Iran with new demands, clouding the prospect of an immediate agreement on the Strait of Hormuz. AI financing picks up as Nvidia taps investment giants including Apollo and Blackstone to source $500 billion for AI infrastructure. Intel raises $20 billion in an upsized share sale. Laura Cooper of Nuveen discusses the rise in real yields.
Chapters:
00:00:00 – Bloomberg Brief Begins, Opening Headlines
00:00:45 – Global Market Check: Asia Markets: Oil, Yen & Singapore Stocks
00:02:25 – European Markets & Rising Bond Yields
00:03:32 – U.S. Markets: Oil Near $90 & Treasury Yields
00:04:56 – First Look Movers: Intel, Riot Platforms & Fermi
00:06:11 – Trump’s New Iran Demands & Strait of Hormuz
00:08:36 – Bond Market Alarm: Inflation & Fiscal Risks, Yen Weakness & Bank of Japan
00:12:18 – Trending on the Terminal
00:13:40 – AI Financing Boom: Nvidia’s $500 Billion Push, Intel Raises $20 Billion, Anthropic’s $9 Billion Riot Platforms Deal
00:18:01 – GM Pulls Back on EV Investment
00:20:15 – Front Page News
00:21:29 – Bloomberg Brief: Markets Update
00:24:57 – Nuveen Global Investment Strategist Laura Cooper on Fed Policy, CPI & Rising Yields
00:31:11 – Trending on the Terminal
00:33:04 – Iran, Trump & the Midterm Elections, Trump, MMR Vaccines & Autism Claims, Trump’s Endorsements & Key Midterm Races
00:36:43 – Nvidia’s Massive AI Financing Push Anthropic’s Hunt for Compute Capacity
00:42:04 – What to Watch
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