Wall Street Sees Ominous Sign in Bond Market’s Latest Selloff
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Episode description
Wall Street traders betting on another solid corporate earnings season sent stocks higher in the Friday trade despite lingering concerns about still-elevated energy prices and bond yields. We examine the market backdrop with Frank Monkam, Bloomberg News Macro Strategist. OpenAI is expecting to reach or exceed $70 billion in annualized revenue by the end of the year. Bloomberg's Seth Fiegerman joins for a closer look. Logitech CEO Hanneke Faber shares findings from the firm's Ctrl Tomorrow study on technology's effects on user wellbeing and productivity. Plus - Randall Williams, Bloomberg News Sports Reporter, breaks down why the NFL is asking the Supreme Court to let states regulate prediction markets. All on the latest episode of Bloomberg Businessweek Daily. Chapters 00:00:00 Bloomberg Businessweek Daily 00:02:09 Markets: Stocks Rise as Oil Remains Elevated 00:04:30 AI, Interest Rates & the Market Outlook 00:05:31 Bond Market Warning Signs & Rising Yields 00:07:15 Bond Volatility vs. the AI Stock Rally 00:09:15 Bond Vigilantes & Risks to Equities 00:11:40 OpenAI Revenue, Valuation & IPO Expectations 00:13:01 Making Sense of OpenAI's Financials 00:15:37 AI Spending, IPO Delays & Investor Jitters 00:16:20 Data Centers Face Growing Delays & Opposition 00:19:02 Markets & Panama Earthquake 00:21:07 Logitech CEO on Tech in the AI Era 00:23:45 AI Agents, Keyboards & the Future of the Mouse 00:25:51 Chip Shortages & Logitech's Supply Chain 00:27:18 Inflation, Pricing & Profit Margins 00:30:37 How Logitech Is Using AI Agents 00:32:33 Markets: Stocks, Oil & Humana 00:34:29 NFL, Prediction Markets & Regulation 00:38:03 Colts Ownership & Sideline Controversy 00:39:53 MLB's Push for a Shorter Season 00:43:57 Stock Movers: Humana, Telecom & SpaceX 00:46:04 Apple & iPhone Demand -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X:…