Cooler Inflation Gives Fed Breathing Room | Open Interest 8/12/2026
Get a jump start on the US trading day with David Gura and Vonnie Quinn on “Bloomberg Open Interest.” Inflation cools, giving the Fed more breathing room as AI earnings reignite the trade. Oil wavers as Trump escalates rhetoric over the Strait of Hormuz. Plus, Goldman makes a $2.25 billion ETF bet, the Lakers sell for a record $12 billion, Firefly CEO Jason Kim on surging launch demand, and Link Logistics CEO Luke Petherbridge on AI’s warehouse boom.
Chapters:
00:00:00 – Open Interest
00:01:23 – CPI Breakdown, Fed Outlook, Inflation Trends & Jackson Hole Expectations
00:04:22 – CoreWeave Surge, AI Infrastructure Demand, Nvidia Ecosystem & Compute Buildout
00:10:43 – High Interest | UK Job Migration, Goldman ETF Expansion & Wisconsin Primary Results
00:11:45 – Wisconsin Primaries, Democratic Divisions, Trump Endorsements & Election Takeaways
00:14:50 – Iran Military Escalation, Hormuz Diplomacy, Security Threats & White House Concerns
00:17:41 – Cava Earnings, Consumer Spending, Restaurant Traffic & Fast-Casual Winners
00:24:05 – Saira Malik Nuveen | CPI Reaction, Fed Pause, AI Productivity, Global Markets & Portfolio Strategy
00:31:56 – Top Calls | On Running Downgrade, Gap Downgrade & CoreWeave Upgrades
00:33:02 – CoreWeave Earnings, AI Demand, Margins, Nvidia & Infrastructure Stocks
00:38:21 – Goldman ETF Acquisition, Asset Management Growth & AI Infrastructure Financing
00:44:04 – CPI Deep Dive, Inflation Risks, Housing Costs & Fed Policy Implications
00:47:09 – Diane Swonk KPMG | Sticky Inflation, Services Prices, Energy Costs, Fed Hawks & Kevin Warsh
00:54:48 – CoreWeave Rally, Super Micro Momentum & AI Infrastructure Winners
00:57:39 – Luke Petherbridge Link Logistics | AI Data Centers, Warehouse Demand, Industrial Real Estate & Infrastructure Growth
01:05:51 – Jason Kim Firefly Aerospace | Firefly Aerospace, Launch Demand, Lockheed Partnership & Space Industry Constraints
01:17:55 – Seth Grae Lightbridge | Nuclear Fuel Commercialization, Energy Demand, AI Power Needs & U.S. Nuclear Policy
01:23:12 – Minnesota, Wisconsin & South Carolina Primary Results
01:25:33 – Breaking News: Wendy’s Take-Private Bid Led by Nelson Peltz
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