Oil Surges Above $105, Arnott Warns of Bubble Risk

Get a jump start on the US trading day with Vonnie Quinn and Bailey Lipschultz on "Bloomberg Open Interest." Oil above $105. Stocks and Treasuries sinking as rate-hike bets build.  Plus, housing hits a fresh slowdown, Macy’s disappoints, and Rob Arnott warns markets look frothy. And Joe Kaiser joins us on the next phase of the AI boom where power may become the biggest constraint. Chapters: 00:00:00 - Open Interest 00:01:38 - Christine Lagarde | ECB 00:42:21 - Europe After the ECB: Growth Risks, Higher Rates & Inflation 00:44:26 - Hot Inflation Data, Fed Expectations & Rate Hike Odds 00:46:41 - Kristen Bitterly Citi | Higher Rates, Oil Shock & Equity Market Positioning 00:50:55 - Top Calls | Apple Upgrade Cycle, Oracle AI Spending & Mobile Hardware Demand 00:51:08 - Apple's Foldable iPhone, AI Ecosystem & Oracle Earnings Outlook 00:54:11 - Consumer Spending, Retail Turnaround Stories & Luxury Demand 01:03:27 - Stephanie Aliaga JPMorgan Asset Management | Asset Allocation, Fed Policy, Yields & AI Spending Trends 01:15:02 - Iran Conflict, Saudi Supply Risks & Global Oil Markets 01:20:25 - Rob Arnott Syzygy Asset Management | AI Bubble Debate, Value Stocks & Market Concentration Risk 01:34:25 - Joe Kaiser Switchyard Partners | Data Centers, Power Demand & AI Infrastructure Investment 01:40:33 - Trump's $5,000 Dividend Proposal, Midterms & Fiscal Debate -------- 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