28 September 2026
US equity futures and Treasuries fall as uncertainties around the conflict between the US and Iran push oil higher and lifts concerns around inflation. Tehran says it's sticking to its proposal to reopen the Strait of Hormuz that President Trump has rejected. The US and China release a detailed plan to cut tariffs on about $30 billion of imports from each nation. Nvidia introduces a new double-layered AI security system that will keep agents from going awry. Aneeka Gupta of Wisdomtree joins "Bloomberg Brief" to discuss the market pricing in long-term uncertainty. Chapters: 00:00:00 - Bloomberg Brief Begins: Markets, Oil and Global Headlines 00:00:48 - Global Market Check: Asia Markets Slide as China Chip Stocks Weaken 00:02:22 - European Markets, Labour Conference and Oil Prices 00:04:15 - First Look Movers: Chipmakers, SK Hynix and UK Homebuilders 00:05:26 - Iran, the Strait of Hormuz and Prospects for Diplomacy 00:08:29 - UK Terror Investigation and Labour Party Conference 00:11:39 - US-China Tariff Cuts and the $30 Billion Trade Deal 00:14:17 - Trending on the Terminal 00:15:47 - Nvidia Unveils New AI Agent Security Tools 00:20:28 - Front Page News 00:21:37 - Markets, Oil and Treasury Yields Ahead of US Jobs Data 00:23:17 - First Look Movers 00:24:34 - Aneeka Gupta, Wisdomtree Director of Macroeconomic Research, on Bond Selloff, Inflation Risks, the Federal Reserve & Oil Prices 00:31:30 - Trending on the Terminal 00:32:53 - Trump, Iran and the Strait of Hormuz Negotiations, US-China Trade Deal and Tariff Relief, Trump Weighs a US Diesel Export Ban 00:38:37 - Nvidia’s New AI Security Safeguards Explained 00:42:18 - What to Watch
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