Canada Tariffs Escalate Trade Spat; Markets brace for Inflation Test
Bloomberg TelevisionGet a jump start on the US trading day with Vonnie Quinn and Bailey Lipschultz on "Bloomberg Open Interest." The summer calm may be over. Middle East tensions hit markets ahead of a crucial inflation report, as the US-Canada trade fight escalates. Apple enters the John Ternus era with a foldable iPhone. Plus, NASCAR CEO Steve O’Donnell on racing’s momentum, Bloomberg Intelligence’s Mandeep Singh on Qualcomm’s Amazon chip deal, and Julie Macklowe on tariffs, whiskey and the rise of ready-made cocktails. Chapters: 00:00:00 - Open Interest 00:02:01 - Saudi Attacks, Iran Risks, Red Sea Disruptions & Oil Near $100 00:03:39 - Geopolitics, Inflation, Fed Risks & Q4 Market Outlook 00:07:49 - Canada Retaliatory Tariffs, Trade War Escalation & Midterm Pressure 00:12:36 - High Interest | Trump's Midterm Convention, Millennium Nearing $100B & Amazon's First Sterling Bond Sale 00:13:50 - Qualcomm-Amazon AI Deal, Data Center Chips, AI Capex & Apple Event Preview 00:18:06 - Stuart Kaiser Citi | CPI Risks, Fed Decision, AI Earnings Growth & Market Volatility 00:31:52 - Top Calls | Best Buy Downgrade, SpaceX Buy Rating & Sweetgreen Upgrade 00:33:20 - Apple's Foldable iPhone, AI Strategy, Oracle Earnings & Data Center Spending 00:41:02 - Novartis Trial Failures, Pharma M&A Risk & Drug Pipeline Concerns 00:44:32 - Katrina Dudley Franklin Templeton | AI ROI Debate, Healthcare Productivity, Markets & Fed Expectations 00:53:54 - Canada Tariffs, U.S. Trade Pressure & Political Fallout 00:56:33 - High Interest | H-1B Visa Collapse, Anthropic's Abandoned AI Deal & AI's Impact on Education 00:58:15 - Peter Hughes Apex Group | Family Office Investing, Private Markets, Tokenization & Alternative Assets 01:07:02 - Steve O'Donnell | NASCAR Growth, Media Strategy, Private Equity & Sports Business Expansion 01:17:58 - Julie Macklowe Macklowe Founder | US Hits Canada with 50% Liquor Tariff 01:24:34 - Big Take | Millennium's Rise to $100B, Hedge Fund Expansion & Industry Consolidation -------- 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