Costly US Bond Sales,‘SaaSpocalypse’, Rare Earth Investments |Bloomberg Businessweek Daily 8/13/2026
Bloomberg Intelligence Chief US Interest Rate Strategist Ira Jersey talks 30-year bonds hitting highest interest rates since 2001. Then, UBS Alignment Partners' Alli McCartney reacts
Bloomberg Intelligence Chief US Interest Rate Strategist Ira Jersey talks 30-year bonds hitting highest interest rates since 2001. Then, UBS Alignment Partners' Alli McCartney reacts to the latest PPI report and the market response. Plus, Bloomberg News Senior Reporter Paula Seligson talks ‘SaaSpocalypse’ -- as new AI tools emerged to threaten the business models of software-as-a-service providers, a massive software selloff ensued in public markets. Finally, REalloys CEO Lipi Sternheim on how the US rare earths industry is looking to build domestically for the long term.
Chapters 00:00:00 Bloomberg Businessweek Daily 00:00:56 S&P 500 Eyes Another Record High 00:01:21 Inflation, the Fed & Interest Rates 00:03:43 Markets & 30-Year Treasury Auction 00:08:43 How High Could 30-Year Yields Go? 00:10:32 UBS on the U.S. Market & Investment Outlook 00:11:54 Earnings Growth & the Bull Market 00:14:10 What Could End the Market Rally? 00:15:31 Is AI Creating Another Bubble? 00:17:45 Gold’s Comeback as a Portfolio Diversifier 00:19:03 Markets, Cisco & Oil Prices 00:21:04 How AI Threatens Software & Private Equity 00:22:34 Which Software Companies Are Most at Risk?
00:24:07 Can AI Replace Traditional Software? 00:25:03 Who Bears the Risk in Leveraged Buyouts? 00:27:06 What Happens When Revenue Growth Slows? 00:28:14 Software Buyouts & the Risks of Heavy Debt 00:30:01 Interest Rates, Refinancing & the SaaS Reckoning 00:32:35 Workday Surges on Silver Lake Takeover Report 00:34:51 America’s Race for Critical Minerals 00:35:43 Re-Alloys CEO on Building a U.S. Rare Earth Supply Chain 00:37:35 Breaking China’s Grip on Critical Minerals 00:39:18 What the Rare Earth Industry Needs From Washington 00:40:30 Scaling U.S. Rare Earth Production 00:43:46 Workday & Silver Lake Deal Talks 00:45:22 Cisco’s AI Sales Outlook 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