Bond Selloff Weakens Risk Appetite; Trump Takes Hard Line on Iran | Bloomberg Brief 08/18/2026

US equity futures fall and long-dated bond yields rally as borrowing rates rise around the world amid concerns over inflation, government spending, and the AI bond binge pile up. President Trump says he’s not interested in extending the truce agreement with Iran. Katrina Dudley of Franklin Templeton discusses the global bond selloff. Chapters: 00:00:00 - "Bloomberg Brief" Begins, Top Stories & Global Markets 00:00:51 - Global Market Check: Asia Markets — Global Bond Selloff Hits Stocks, Europe Markets — Yields Rise, Tech Shares Fall 00:03:10 - US Markets: Treasury Yields, Equities, Oil & Gold 00:04:50 - First Look Movers: AI Stocks & Premarket Movers 00:06:00 - Bond Selloff — Could the 10-Year Yield Hit 5%? 00:09:42 - Oil Rises as US-Iran Tensions Continue 00:12:35 - Trending on the Terminal: Anthropic, Hong Kong & Chelsea FC 00:13:51 - Meta’s $1.4 Trillion Social Media Addiction Trial 00:17:11 - BHP CEO on Copper Growth & the Middle East 00:20:31 - Front Page News 00:21:30 - Market Update — Bonds, Stocks, Oil & Gold 00:23:23 - First Look Movers: Nvidia, Fabrinet & Baidu Premarket Moves 00:24:33 - Katrina Dudley, Franklin Templeton Senior Investment Strategist, on the Global Bond Selloff, AI Debt, Investment Returns & Market Capacity 00:31:09 - Trending on the Terminal: Bonds, Hawaii & William & Mary College 00:32:19 - US-Iran Impasse & Rising Oil Prices, US-Canada Trade & Tariff Negotiations 00:34:18 - Anthropic’s Revenue Surge Ahead of an IPO, Nvidia’s Financing Role in the AI Boom 00:37:45 - Home Depot Earnings & the US Consumer 00:41:45 - What to Watch: Housing Data, Earnings & Meta Trial -------- 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