Bond Selloff Sends Yields to 2008 High; Hormuz Attacks Escalate | Bloomberg Brief 09/01/2026

US equity futures and global bonds fall as higher oil prices fuel inflation concerns and bets that central banks will raise interest rates in September. Two oil supertankers were struck by projectiles while attempting to exit the Strait of Hormuz. US Army Secretary Dan Driscoll resigns after clashing with Defense Secretary Hegseth. Anthropic agrees to a $35 billion computing deal with Lambda, a cloud provider backed by Nvidia. Wei Li of BlackRock discusses the risks and income opportunities within the fixed income market. Chapters: 00:00:00 - Bloomberg Brief Begins 00:00:44 - Global Market Check: Global Bond Selloff & Asian Markets 00:02:38 - European Markets & Rising Yields 00:03:46 - US Treasury Yields, Oil & Market Outlook 00:05:04 - First Look Movers 00:06:01 - Trump, Iran & Strait of Hormuz Tensions 00:10:00 - Global Bond Yields & Fed Rate Hike Outlook 00:15:23 - US Plan for Venezuela's Oil Reserves 00:17:46 - Anthropic's $35 Billion AI Capacity Deal, Chinese AI Companies & Monetization 00:20:28 - Front Page News 00:23:38 - Wei Li, BlackRock Global Chief Investment Strategist, on Rising Global Yields, What's Driving the Bond Market Selloff, & Fed Policy, & September FOMC 00:33:26 - Trending on the Terminal 00:34:44 - Trump on Iran & US Munitions 00:35:06 - Pentagon Resignations & Iran War, US-Venezuela Oil Deal, & Medicare Drug Prices & Midterm Politics 00:39:32 - Anthropic, Lambda & AI Infrastructure, Shein IPO & Market Reaction 00:42:17 - 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