Canada Tariffs Escalate Trade Spat; Markets brace for Inflation Test
Get a jump start on the US trading day with Vonnie Quinn and Bailey Lipschultz on “Bloomberg Open Interest.” The summer calm may be over. Middle East tensions hit markets ahead of a crucial inflation report, as the US-Canada trade fight escalates. Apple enters the John Ternus era with a foldable iPhone. Plus, NASCAR CEO Steve O’Donnell on racing’s momentum, Bloomberg Intelligence’s Mandeep Singh on Qualcomm’s Amazon chip deal, and Julie Macklowe on tariffs, whiskey and the rise of ready-made cocktails.
Chapters:
00:00:00 – Open Interest
00:02:01 – Saudi Attacks, Iran Risks, Red Sea Disruptions & Oil Near $100
00:03:39 – Geopolitics, Inflation, Fed Risks & Q4 Market Outlook
00:07:49 – Canada Retaliatory Tariffs, Trade War Escalation & Midterm Pressure
00:12:36 – High Interest | Trump’s Midterm Convention, Millennium Nearing $100B & Amazon’s First Sterling Bond Sale
00:13:50 – Qualcomm-Amazon AI Deal, Data Center Chips, AI Capex & Apple Event Preview
00:18:06 – Stuart Kaiser Citi | CPI Risks, Fed Decision, AI Earnings Growth & Market Volatility
00:31:52 – Top Calls | Best Buy Downgrade, SpaceX Buy Rating & Sweetgreen Upgrade
00:33:20 – Apple’s Foldable iPhone, AI Strategy, Oracle Earnings & Data Center Spending
00:41:02 – Novartis Trial Failures, Pharma M&A Risk & Drug Pipeline Concerns
00:44:32 – Katrina Dudley Franklin Templeton | AI ROI Debate, Healthcare Productivity, Markets & Fed Expectations
00:53:54 – Canada Tariffs, U.S. Trade Pressure & Political Fallout
00:56:33 – High Interest | H-1B Visa Collapse, Anthropic’s Abandoned AI Deal & AI’s Impact on Education
00:58:15 – Peter Hughes Apex Group | Family Office Investing, Private Markets, Tokenization & Alternative Assets
01:07:02 – Steve O’Donnell | NASCAR Growth, Media Strategy, Private Equity & Sports Business Expansion
01:17:58 – Julie Macklowe Macklowe Founder | US Hits Canada with 50% Liquor Tariff
01:24:34 – Big Take | Millennium’s Rise to $100B, Hedge Fund Expansion & Industry Consolidation
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