Stocks Rise on AI Confidence; Tensions Mount in the Middle East | Bloomberg Brief 08/17/2026

The dollar falls to a three-month low as the latest economic data further ease bets on Fed rate hikes. The 60-day deadline of the US-Iran MOU expires and Tehran says it has lost "all relevance" because of the violations from the US. Ella Gude of BNY Investments Newton discusses the Fed's rate path. Chapters: 00:00:00 - Bloomberg Brief Begins, Top Stories & Global Markets 00:00:52 - Global Market Check: Asian Markets, Japan GDP & China Tech & European Markets, Copper & Gas Prices 00:03:15 - US Futures, Treasury Yields & Fed Expectations 00:04:15 - First Look Movers: Alphabet, SpaceX & Ferrari 00:05:32 - Israel Strikes Lebanon & Middle East Tensions 00:08:53 - Fed Rate Outlook & Treasury Market 00:11:36 - Alphabet's AI Bond Binge Goes Global 00:14:35 - Trending on the Terminal 00:16:16 - Jane Street Posts Rare Monthly Loss, SpaceX, Nvidia & Major Investor Holdings 00:19:55 - Front Page News 00:21:34 - Bloomberg Brief: Markets Update 00:23:32 - Ella Gude, BNY Investments Newton Head Of Fixed Income & Co-Head of Real Return, on Fixed Income Outlook & AI Debt, Bond Demand & Investment Strategy 00:31:27 - Trending on the Terminal 00:32:40 - Iran, Israel & U.S. Economic Pressure, Trump, South Korea & Military Exercises, & Beef Prices, the Economy & US Midterms 00:37:47 - Oil Markets & Strait of Hormuz Flows, Gulf Refinery Recovery 00:42:24 - What to Watch: Retail Earnings, Fed Minutes & Treasuries -------- 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