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An attack on Saudi Arabia’s East-West pipeline has disrupted a crucial route around the Strait of Hormuz, threatening crude deliveries to Europe and adding pressure to already tight diesel markets. On Bloomberg
This Weekend, Bloomberg Economics Statecraft Lead Chris Kennedy discusses how JPMorgan says it no longer has a baseline view for oil markets as the Iran conflict, attacks on Russian energy infrastructure, and uncertainty over Chinese demand make the outlook increasingly difficult to model.
Warnings of AI's threat to humanity are coming from surprising places, but President Trump says the only guardrails AI needs is a high-IQ president. Join guest moderator Liz Landers, Leigh Ann Caldwell of Puck, Eamon Javers of CNBC, Asma Khalid of BBC News and Alayna Treene of CNN to discuss this and more.
Watch comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Jess Menton, Carol Massar and Tim Stenovec.
The last stretch of a busy week for markets saw stocks churning as bond yields rose, with investors also facing the expiration of a pile of options that spurred a surge in trading volume.
Following a brief pause in the Treasury rout, 10-year yields hit 5% on bets that oil prices near $100 could fuel inflation, prompting Federal Reserve rate hikes. While most S&P 500 firms fell, the index edged up as chipmakers rallied. Bitcoin topped $80,000. The yen pared its drop on a news report the Bank of Japan conducted a rate check, a step often seen as a precursor to intervention
Get a jump start on the US trading day with David Gura on "Bloomberg Open Interest." Tech stocks pare morning gains as the sector’s recovery from a rocky week loses steam, while the S&P 500 turns lower and Brent crude extends its decline. Plus, China tariffs reportedly on hold ahead of the Trump-Xi summit, a changing of the guard at Berkshire, PwC CEO Paul Griggs on AI reshaping jobs, Mbappé’s stunning Nike exit, and new scrutiny of the Fed over SVB.Chapters:
00:00:00 - Open Interest
00:01:20 - AI Safety Debate, Palantir's Alex Karp & Why Software Stocks Are Rebounding
00:04:43 - Warren Buffett Steps Down as Chairman & Berkshire's Next Chapter
00:07:46 - Trump-Xi Summit, China Tariffs, Rare Earths & Middle East Diplomacy
00:13:20 - High Interest | Lagarde Succession, Saudi Oil Disruption
00:14:28 - Fed Speak Returns, BOJ Rate Hike & Treasury Market Risks
00:17:41 - John Stoltzfus Oppenheimer | AI Earnings Boom, Market Resilience & Why This Isn't a Bubble
00:31:58 - Top Calls | Netflix Downgrade, Etsy Upgrade & StubHub Upgrade
00:32:49 - AI Winners, Software Revival & Why Markets Are Giving AI Another Chance
00:38:30 - Active ETFs, Finding the Next Nvidia & Bitcoin ETF Flows
00:44:42 - Indrani De FTSE Russell | Rising Yields, AI Capex Boom, Credit Markets & Global Asset Allocation
00:52:31 - Trump-Xi Talks, AI Competition & U.S.-China Trade Strategy
00:57:51 - Silicon Valley Bank Review, Bank Oversight & Fed Regulation Changes
01:01:22 - Kylian Mbappé Leaves Nike, On Holding's Big Bet & Sportswear Competition
01:05:33 - Paul Griggs PwC | AI and the Workforce, Productivity Gains & Future Job Creation
01:17:58 - Midterm Elections, Trump Strategy, Tariffs & Executive Power
01:23:06 - Qatar Economic Forum, Geopolitics, Gulf Investment & Global Diplomacy
