Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." Strikes escalate across the Middle East as President Trump gives Iran 10 days to strike a deal or face more attacks. Markets react fast — the Nasdaq 100 falls into correction territory as cracks form in the AI trade. And private credit faces a real-time stress test, with Oaktree standing firm on withdrawals. Morgan Stanley’s Vishy Tirupattur breaks down the risks and why the system may hold. Plus, economists unpack how the Iran conflict could reshape global growth, and why the energy crisis may accelerate the push toward nuclear power.
Chapters:
00:00:00 – Open Interest
00:02:26 – Trump: Iran Begging to Work out a Deal
00:05:29 – Cybersecurity Stocks Fall on Report of New Anthropic Model
00:08:46 – Oaktree to Meet Private Credit Fund Redemptions in Full
00:12:20 – Marko Papic BCA Research | Four Scenarios for Iran
00:25:26 – Stock to Watch | Crowdstrike, Palo Alto, Cloudflare
00:26:06 – Sarah Hunt Alpine Saxon Woods | Carnival 1Q Adjusted EPS Beats Estimates
00:36:12 – Top Calls | Argan, Knight Transportation, Trip Advisor
00:37:37 – Carnival Flags Weak Outlook
00:42:31 – Investors Rip $11 Billion from Commodity ETFS
00:46:50 – Breaking News | Iran Media Says Steel Plants Hit in US-Israel Strikes
00:53:24 – Michael Kantrowitz Piper Sandler | Cross-Asset Drop Pushes Nasdaq 100 to Correction
00:58:32 – High Interest | Airport Chaos, Blue Owl, Oak Tree
01:00:08 – Vishy Tirupattur Morgan Stanley | Morgan Stanley Sees Private Cred Dafault Rates at 8%
01:07:54 – Eric Ledieu Infiniti Americas | Infiniti Comeback
01:17:25 – Rachel Bronson Lester Crown Nonresident | Crude Continues Climb on Middle East Uncertainty
01:24:25 – Trading Diary | Fed’s Williams Speaks, Nike, US Retail, Trade Balance, US Payrolls
01:26:03 – Senate Advance DHS Funding Deal
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