Oil Tops $100 on Supply Fears,  Apple Faces a Big Test

Get a jump start on the US trading day with Vonnie Quinn and Bailey Lipschultz on "Bloomberg Open Interest." Scott Bessent turns up the heat on global markets, from the yen to Treasuries. Brent crude breaks above $100 as fresh Middle East attacks stoke supply fears. Apple faces sky-high expectations ahead of its biggest event in years. Plus, Vale CFO Marcelo Bacci on resilient iron ore demand, and Anthropic researcher Jacob Coxon exits with a stark warning over AI risk. Chapters: 00:00:00 - Open Interest 00:02:24 - Treasury Buybacks, Yen Intervention & Bond Market Volatility 00:04:56 - Oil Above $100, Iran Conflict & Global Energy Supply Risks 00:07:45 - Apple's Foldable iPhone, John Ternus Era & Product Supercycle 00:12:24 - High Interest | Fed Meeting Cuts, Millennium's Greece Expansion & Trump's Midterm Convention 00:13:30 - Trump's Midterm Strategy, Inflation Challenges & Texas Senate Battleground 00:17:46 - Emily Green Ellevest | Anthropic IPO, AI Investment Boom & Market Exuberance 00:31:32 - Top Calls | Nike & Lululemon Downgrades, Qualcomm Upgrade & Meta AI Optimism 00:33:38 - Apple's Foldable iPhone, AI Wearables & Hardware Roadmap 00:39:38 - Former Anthropic Researcher's AI Warning, OpenAI & AI Safety Risks 00:44:58 - Treasury Buybacks, Bessent's Bond Strategy & Market Implications 00:47:31 - Anwiti Bahuguna Northern Trust | Rising Yields, AI Debt Boom, Equities vs Bonds & Fed Outlook 00:53:49 - Apple Event Preview, Meta's AI Assistant & Jersey Mike's Earnings 00:55:38 - High Interest | AI Debt Issuance Surge, Lionel Messi's Business Expansion & M&A Boom 00:56:42 - Global M&A Revival, AI Deals & Post-Summer Dealmaking 00:59:25 - Lotfi Karoui PIMCO | Credit Markets, AI Financing, CCC Risk & Refinancing Pressures 01:05:41 - Marcelo Bacci Vale | Vale's Copper Growth, China Demand, Panda Bonds & Iron Ore Outlook 01:23:46 - Trump's Midterm Push, Republican Challenges & Election Strategy -------- 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