Bloomberg’s Jeff Mason on the latest from Washington the president names Bill Pulte acting Director of National Intelligence. Then, Robert Tipp, PGIM Fixed Income managing director, chief investment strategist, and PGIM Credit’s head of global bonds discusses what the volatile macro environment means for the bond market and how the market is reacting to record AI spend. Plus, Mandeep Singh, Bloomberg Intelligence global head of technology research, breaks down the latest tech headlines including the latest on SpaceX and Anthropic IPOs and Alphabet’s plan to raise $80 billion in equity to put toward the company’s AI spending. Finally, Wendy Stewart, president of Global Commercial Banking at Bank of America, talks how middle market businesses are navigating an uncertain economic landscape.
Chapters:
00:00:00 – Bloomberg Businessweek Daily
00:04:28 – Trump to Attend Rescheduled Correspondents Dinner on July 24
00:05:25 – Trump Appoints Loyalist Bill Pulte as Acting Spy Chief
00:09:02 – Trump to Drop Plans for $1.8 Billion Anti-Weaponization Fund
00:11:07 – Trump to Get Audit Immunity Even as $1.8 Billion Fund Doubt
00:11:42 – US Job Openings Jump to Nearly Two-Year High as Layoffs Fall
00:14:19 – Inflation Angst Spreads as Rising Gas Bills Spook Customers
00:20:52 – Alphabet to Raise $80 Billion in Equity for AI Spending
00:21:21 – SpaceX Wants Fee Cut from Bankers Chasing $500M Windfall
00:23:07 – HPE Surges by Record After AI Demands Buoys Sales Forecast
00:27:56 – Alphabet Offers Mythos Model Access to 150 Additional Groups
00:33:43 – Victoria’s Secret Climbs to Record High as Chain Outperforms
00:34:38 – Middle Market Companies Navigate Uncertain Economy
00:35:43 – US Job Openings Jumps to Nearly Two-Year High as Layoffs Fall
——–
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