Get a jump start on the US trading day with Matt Miller, Katie Greifeld and Sonali Basak on "Bloomberg Open Interest." Disney posted strong earnings driven by its theme park and streaming platform while battling a tough climate for TV and movies. Analysts say Disney’s strong content pipeline positions it for even stronger growth in the streaming business, particularly after ESPN and NFL ink a new deal to bring live sports to streaming. President Trump plans to announce that Apple will commit to spending another $100 billion on domestic manufacturing. MNTN beat estimates in its first public earnings report, its CEO says streaming is poised to expand. And Tanger CEO Stephen Yalof joins Open Interest to discuss consumer demand in shopping centers.
Chapters:
00:00:00 – Open Interest Starts
00:03:06 – Apple to Boost US Investments by $100B
00:13:21 – HIGH INTEREST
00:14:52 – Trump Ramps Up Tariff Blitz
00:20:14 – Market Risk, European Equities, and Bonds | Jim Caron, Morgan Stanley Investment Management CIO: Cross-Asset Solutions
00:29:26 – Disney Profit Beat Overshadowed by TV Weakness | Peter Supino, Wolfe Research Analyst
00:34:10 – MNTN Beats Estimates | Mark Douglas, MNTN CEO
00:45:27 – Trump to Impose Additional Tariff on India | Ann Berry, Threadneedle Ventures Founder
00:55:40 – HIGH INTEREST
00:57:19 – Khajuria: Early Stages of a Super Cycle for Private Markets | Sachin Khajuria, Achilles Global Management Founder & CIO
01:05:45 – Tanger CEO: US Consumer is Still Strong | Stephen Yalof, Tanger CEO
01:14:42 – Trump Likely to Name Temporary Fed Governor
01:24:52 – Apollo Agrees to Buy Majority Stake in Hyperscale Developer
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