Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." Steady inflation gives the Fed cover as the labor market cools… President Trump turns up the tariff heat again, this time on drugs, trucks, and furniture… and David Einhorn has a warning: the AI spending spree could end in “tremendous” destruction. MSCI CEO says the AI boom is reminiscent of the dot com bubble days. Plus, Rough waters. We’ll explore how tariffs, sanctions and global tensions are impacting the superyacht industry with Anders Kurtén, Fraser Yachts CEO.
Chapters:
00:00:00 – Open Interest
00:03:07 – Economy Watch
00:05:16 – Trump to Tariff Drugs, Furniture, Heavy Trucks
00:08:03 – US Plan to Cut Reliance on Chips Abroad
00:12:40 – High Interest| James Comey, Ryder Cup, Boeing
00:14:09 – Boeing To Get More Safety Check Authority
00:17:53 – Anastasia Amoroso, Partners Group | Einhorn Warns of AI Capital Destruction
00:23:05 – Stocks to Watch | Eli Lily, Merck, Pfizer
00:31:57 – Top Calls |Carmax, Warner Brothers Discovery, Kenvue
00:34:21 – Henry Fernandez MSCI | Tech Revolution
00:41:35 – Trump Pushes Drugmakers to Produce in US
00:44:35 – The Economic Numbers are Great
00:48:40 – Aoifinn Devitt, Moneta | Inflation Matches Estimates
00:55:27 – Badr Abdelatty, Egyptian Foreign Minister
01:06:50 – Anders Kurten Faser Yachts | Tariffs Shake the Yacht Market
01:18:02 – Wall Street Week | New Orleans 20 years Post Hurricane Katrina
01:22:58 – Trading Diary
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