US equity futures waver after a rout in chipmakers causes rotation into other corners of the market. Oil drops as negotiations between Iran and Oman focus on restarting traffic in the Strait of Hormuz and President Trump says there’s a "good chance" a deal may happen. Henrietta Pacquement of Allspring Global Investments discusses the Fed’s rate path as markets push up year-end Fed rate.
Chapters:
00:00:00 – Bloomberg Brief Begins, Opening Headlines
00:00:44 – Global Market Check: Asia Chip Stocks Tumble
00:02:14 – Europe Market Open & Bonds
00:03:42 – Oil Retreats as Fed and AI Concerns Weigh
00:05:20 – First Look Movers: Chips, J&J & Unilever
00:06:29 – AI Selloff: What’s Driving the Panic? Germany Prepares for Trade Pressure on China
00:11:54 – Trending on the Terminal
00:13:31 – Iran-Oman Talks Lift Oil Market Optimism
00:17:42 – Heat Waves Threaten US Power Grid & Data Centers
00:21:35 – Market Reset: Chips, Oil & Treasury Yields
00:23:18 – First Look Movers: Chip Stocks, J&J & Barclays
00:24:29 – Henrietta Pacqument, Allspring Global Investments Global Fixed Income COO, on Fed Preview, AI Data Centers, Bond Market
00:32:21 – Trending on the Terminal
00:33:54 – Trump, Iran & Strait of Hormuz Negotiations
00:37:03 – AI Chip Selloff Deep Dive
00:39:27 – Boeing Earnings Preview
00:42:34 – What to Watch Today
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