Get a jump start on the US trading day with Isabelle Lee and Damian Sassower on "Bloomberg Open Interest." Markets brace for the Fed, with its first rate hike since 2023 widely expected. Retail sales surge as US consumers keep spending. Plus, Meta pushes AI oversight as OpenAI eyes a $1.2 trillion valuation. And Circle CEO Jeremy Allaire joins us on why he still believes the Clarity Act could become law even though it failed to pass the US Senate.
Chapters:
00:00:00 – Open Interest
00:01:43 – Fed Day Preview, Retail Sales Surge & Kevin Warsh’s Challenge
00:05:24 – Meta vs. Anthropic, AI Safety, Regulation & Frontier Models
00:08:13 – White House, Anthropic, AI Policy & U.S.-China Competition
00:12:20 – Crypto Selloff, Travel Stocks & Key Market Movers
00:13:35 – High Interest | Saudi Oil Exports, Mortgage Rates Hit 6% & Canada’s EU Membership Proposal
00:14:57 – Canada’s EU Proposal, Trade Diversification & Economic Outlook
00:18:43 – Ann Berry Threadneedle Ventures | Fed Risk, AI Valuations, OpenAI’s $1.2T Ambitions & Market Strategy
00:32:15 – Top Calls | Stellantis Downgrade, Meritage Homes Cut & Booking.com Overweight
00:33:17 – Sucharita Kodali Forrester Research | Retail Sales Strength, Consumer Health & Holiday Shopping Outlook
00:38:46 – AI Safety Debate, OpenAI Valuation, Compute Demand & Regulation
00:45:05 – David Mericle Goldman Sachs | Fed Decision, Dot Plot, Inflation Outlook & Rate Hike Expectations
00:58:19 – High Interest | Retail Sales Beat, OpenAI Fundraising & AI IPO Race
00:58:29 – OpenAI’s $1.2T Ambition, Anthropic IPO Race & AI Dealmaking
01:05:08 – Crypto Regulation Failure, Stablecoin Politics & Market Impact
01:07:52 – Jeremy Allaire Circle | Stablecoins, Digital Dollars, Arc Blockchain & Financial Infrastructure
01:16:19 – Neil McDonald Moomoo | Moomoo’s X Partnership, Social Investing & AI Trading Tools
01:22:09 – Fed Hike Outlook, Treasury Yields, Bond Market Risks & Inflation Expectations
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