Markets Eye Bessent, Warsh, Nvidia | Open Interest 8/24/2026

Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." Treasuries extend their rally as Wall Street games out Bessent's next move ahead of Jackson Hole. Nvidia takes the earnings spotlight as rising costs loom over those results later this week. Canada braces for a long US trade war, while Washington warns an "economic D-Day" is coming for Iran. Plus, Protolabs CEO Suresh Krishna on the manufacturing boom fueled by growing demand across defense, aerospace and data centers. Chapters: 00:00:00 - Open Interest 00:01:57 - Jackson Hole Preview, Treasury Buybacks, Kevin Warsh & Bond Market Risks 00:05:35 - Nvidia Price Hikes, AI Infrastructure Demand, Memory Chip Shortages & Market Leadership 00:08:18 - U.S.-Canada Trade Breakdown, Tariffs Escalation & Iran Economic Pressure Campaign 00:14:18 - High Interest | Shein IPO Valuation, Shell Asset Sales & Oil Price Risks 00:15:13 - Shein's IPO Reset, Anthropic IPO Timeline & AI Capital Markets Boom 00:19:43 - JoAnne Feeney Advisors Capital Management | AI Investment Opportunities, Nvidia Outlook, Consumer Stocks & Rising Yield Risks 00:34:24 - Top Calls | Delta Price Target Cut, Canada Goose Double Downgrade & Chipotle Downgrade 00:35:27 - Nvidia's Pricing Power, AI Data Center Demand & Political Backlash Against AI Infrastructure 00:40:29 - Trump's Trading Activity, Market Influence & Conflict-of-Interest Debate 00:44:57 - Treasury Buybacks, Fed-Treasury Coordination, Jackson Hole & Kevin Warsh's Roadmap 00:48:07 - Claudia Sahm New Century Advisors | Treasury Intervention, Inflation Risks, Fed Independence & Policy Communication 00:57:55 - High Interest | Humanoid Robot Games, AI Resume Flood & Trump Family Bank Approval 00:59:12 - Fintech Bank Charters, Stablecoins, OCC Regulation & World Liberty Financial 01:05:14 - Suresh Krishna Protolabs| U.S. Manufacturing Revival, Defense Demand, Data Centers & Supply Chain Reshoring 01:12:42 - Nvidia Earnings Outlook, Anthropic Adoption, Open-Source AI & Compute Demand 01:18:01 - Canada Trade War Escalation, 50% Tariffs & Iran Economic D-Day Strategy 01:21:54 - athy Kriskey Invesco | Copper at Records, AI Infrastructure, Defense Spending & the Debasement Trade -------- 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