Open Interest 9/1/2026

Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." Global bonds tumble as yields surge to levels not seen since 2008, with soaring oil and renewed Middle East tensions fueling the selloff. Plus, a new era at Apple as John Ternus takes the reins. We’ll dig into Bobby Jain’s Millennium deal and the private-markets shakeout with Achilles Global Management CIO Sachin Khajuria. Plus, David Layton, the CEO of the Partners Group joins us to push back on concerns his move to CIO signals trouble. Chapters: 00:00:00 - Open Interest 00:01:18 - Bond Yields Hit 2008 Highs, Global Deficits, AI Debt Boom & Fed Pressure 00:05:03 - Iran Escalation, Strait of Hormuz Attacks, Pentagon Turmoil & Oil Risks 00:07:59 - Apple's New CEO John Ternus, Foldable iPhone Strategy & Tim Cook's Legacy 00:12:54 - High Interest | Bessent Pressures BOJ, IKEA Price Cuts & Millennium's $5B Deal with Jain Global 00:13:51 - Millennium's Rescue Deal, Hedge Fund Economics & Bobby Jain's Return 00:18:55 - Scott Chronert Citi | AI Trade Broadening, S&P 8100 Target, Higher Rates & Earnings Outlook 00:32:21 - Top Calls | Robinhood Overweight, Duolingo Price Target Raise & Tempus AI Upgrade 00:33:30 - Apple's AI Future, Memory Shortages, Foldable iPhone & John Ternus Era 00:40:06 - Anthropic's $35B Compute Deal, Nvidia's AI Cloud Strategy & Lambda Financing 00:44:15 - ISM Manufacturing, Job Openings, CPI Risks & the 5% Yield Trigger 00:46:29 - Elizabeth Burton Fortress | Why Rates Could Move to 5%-6%, Fiscal Risks & AI's Impact on Markets 00:56:00 - High Interest | Hormuz Bypass Plans, Chevron's Venezuela Expansion & Credit Market Divergence 00:57:30 - Sachin Khajuria Achilles | Private Credit Shakeout, AI Transition Risk, Zombie Funds & Retail Access 01:05:48 - Peter Cannito Redwire | Space Infrastructure, SpaceX Starfall, Orbital Data Centers & AI Demand 01:13:16 - David Layton Partners Group | Partners Group CEO Transition, Evergreen Fund Redemptions & Private Markets -------- 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