War Fuels Inflation, Tanks Sentiment Ahead of US, Iran Talks |Bloomberg Businessweek Daily 4/10/2026

Bloomberg’s Ira Jersey and Greg Daco, chief economist at EY-Parthenon, discuss the the latest inflation data and University of Michigan consumer sentiment report and break down what it says about the US economy and if it changes the Fed’s outlook for the rest of the year. Then, Humayun Tai, senior partner and leader at McKinsey Global Energy & Materials Practice, talks energy strategy in both the US and Asia as negotiations between Iran and the US around the Strait of Hormuz push oil and gas prices up and down. Plus Bloomberg’s Todd Gillespie reports on warnings from US Treasury secretary Scott Bessent to Wall Street leaders that Anthropic’s latest AI model may expose them to increased cyber risks.

Chapters:
00:00:00 – Bloomberg Businessweek Daily Begins
00:04:36 – Gregory Daco, EY-Pathenon
00:21:04 – Humayun Tai, McKinsey Global Energy & Materials
00:34:42 – Todd Gillespie, Bloomberg News
——–
Watch Bloomberg Radio LIVE on YouTube
Weekdays 7am-6pm ET
WATCH HERE: http://bit.ly/3vTiACF

Follow us on X: https://twitter.com/BloombergRadio

Subscribe to our Podcasts:

Bloomberg Daybreak: http://bit.ly/3DWYoAN
Bloomberg Surveillance: http://bit.ly/3OPtReI
Bloomberg Intelligence: http://bit.ly/3YrBfOi
Balance of Power: http://bit.ly/3OO8eLC
Bloomberg Businessweek: http://bit.ly/3IPl60i

Listen on Apple CarPlay and Android Auto with the Bloomberg Business app:
Apple CarPlay: https://apple.co/486mghI
Android Auto: https://bit.ly/49benZy

Visit our YouTube channels:
Bloomberg Podcasts: https://www.youtube.com/bloombergpodcasts
Bloomberg Television: https://www.youtube.com/@markets
Bloomberg Originals: https://www.youtube.com/bloomberg
Quicktake: https://www.youtube.com/@BloombergQuicktake