Cooler Inflation Gives Fed Breathing Room | Open Interest 8/12/2026
Get a jump start on the US trading day with David Gura and Vonnie Quinn on "Bloomberg Open Interest." Inflation cools, giving the Fed more
Get a jump start on the US trading day with David Gura and Vonnie Quinn on "Bloomberg Open Interest." Inflation cools, giving the Fed more breathing room as AI earnings reignite the trade. Oil wavers as Trump escalates rhetoric over the Strait of Hormuz. Plus, Goldman makes a $2.25 billion ETF bet, the Lakers sell for a record $12 billion, Firefly CEO Jason Kim on surging launch demand, and Link Logistics CEO Luke Petherbridge on AI’s warehouse boom. Chapters 00:00:00 - Open Interest 00:01:23 - CPI Breakdown, Fed Outlook, Inflation Trends & Jackson Hole Expectations 00:04:22 - CoreWeave Surge, AI Infrastructure Demand, Nvidia Ecosystem & Compute Buildout 00:10:43 - High Interest | UK Job Migration, Goldman ETF Expansion & Wisconsin Primary Results 00:11:45 - Wisconsin Primaries, Democratic Divisions, Trump Endorsements & Election Takeaways 00:14:50 - Iran Military Escalation, Hormuz Diplomacy, Security Threats & White House Concerns 00:17:41 - Cava Earnings, Consumer Spending, Restaurant Traffic & Fast-Casual Winners 00:24:05 - Saira Malik Nuveen | CPI Reaction, Fed Pause, AI Productivity, Global Markets & Portfolio Strategy 00:31:56 - Top Calls | On Running Downgrade, Gap Downgrade & CoreWeave Upgrades 00:33:02 - CoreWeave Earnings, AI Demand, Margins, Nvidia & Infrastructure Stocks 00:38:21 - Goldman ETF Acquisition, Asset Management Growth & AI Infrastructure Financing 00:44:04 - CPI Deep Dive, Inflation Risks, Housing Costs & Fed Policy Implications 00:47:09 - Diane Swonk KPMG | Sticky Inflation, Services Prices, Energy Costs, Fed Hawks & Kevin Warsh 00:54:48 - CoreWeave Rally, Super Micro Momentum & AI Infrastructure Winners 00:57:39 - Luke Petherbridge Link Logistics | AI Data Centers, Warehouse Demand, Industrial Real Estate & Infrastructure Growth 01:05:51 - Jason Kim Firefly Aerospace | Firefly Aerospace, Launch Demand, Lockheed Partnership & Space Industry Constraints 01:17:55 - Seth Grae Lightbridge | Nuclear Fuel Commercialization, Energy Demand, AI Power Needs & U.S. Nuclear Policy 01:23:12 - Minnesota, Wisconsin & South Carolina Primary Results 01:25:33 - Breaking News: Wendy's Take-Private Bid Led by Nelson Peltz 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 Visit for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on Connect with Bloomberg Business on TikTok Reddit More from Bloomberg Bloomberg Radio Bloomberg Surveillance Bloomberg Politics Bloomberg Originals Watch more on Bloomberg Technology Bloomberg Originals Bloomberg Quicktake Bloomberg Espanol Bloomberg Podcasts
The BriefWire