26 August 2026
US equity futures waver and Treasuries fall ahead of quarterly results from Nvidia and July's PCE data, the Federal Reserve’s preferred inflation gauge.
The Trump administration mulls additional trade measures against Canada after Prime Minister Mark Carney unveiled dollar-for-dollar retaliation to new tariffs imposed by the US. Matt Maley of Miller Tabak looks ahead to the inflation data and earnings. Chapters: 00:00:00 - Bloomberg Brief Begins 00:00:46 - Global Market Check: Asia & European Markets Ahead of Nvidia Earnings 00:03:48 - First Look Movers: Nvidia, Intuit & Zoom 00:05:12 - What to Watch in Nvidia Earnings, Huawei's AI Data Center Push in Egypt 00:09:22 - Treasury Yields, Oil & PCE Inflation 00:12:24 - Trending on the Terminal 00:14:17 - US-Canada Trade War Escalates 00:17:30 - Iran-Oman Strait of Hormuz Deal 00:19:47 - Front Page News 00:21:33 - Market Check: Nvidia, Yields & Oil 00:23:13 - First Look Movers: Nvidia, Intuit & SolarEdge Premarket 00:24:42 - Matt Maley, Chief Market Strategist at Miller Tabak, on Which Parts of the AI Trade Are at Risk & Treasury Yields, Debt & Stock Valuations 00:32:47 - Trending on the Terminal 00:34:17 - Nvidia Earnings & AI Infrastructure Demand, SoftBank's $20 Billion OpenAI Financing 00:38:41 - US-Iran Tensions & Strait of Hormuz 00:42:38 - What to Watch
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