Bloomberg Brief 08/19/2026

"Bloomberg Brief” delivers the market news, data and analysis you need to set your agenda. Today's guests: Truist CIO and Chief Market Strategist Keith Lerner. Chapters: 00:00:00 - Bloomberg Brief Begins, Global Markets & Top Stories 00:02:53 - US Futures, AI Jitters & Treasury Yields 00:05:22 - SK Hynix Buyback & the Rising Cost of AI 00:08:27 - Bond Market, Fed Rate Outlook & Treasury Auction 00:11:04 - Trending on the Terminal 00:12:27 - Iran Tensions & Oil Above $90 00:15:42 - US-Canada Tariffs & Tentative Trade Deal 00:19:33 - Front Page News 00:20:55 - Market Reset: Chips, Bonds & Oil 00:22:40 - First Look Movers: SK Hynix, Norfolk Southern & Trainline 00:23:53 - Keith Lerner, CIO and Chief Market Strategist at Truist, on the Bull Market, Earnings Outlook & Market Valuations 00:31:39 - Trending on the Terminal: 00:32:59 - Florida Primary Surprise & Democratic Socialists, Alaska’s Pivotal Senate Race, & Trump’s FDA Pick & Agency Turmoil 00:37:37 - AI Spending Fears Return to Markets, AI Borrowing Surges in Credit Markets 00:40:06 - Retail Earnings: Target, Lowe’s & TJX 00:41:28 - What to Watch -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts