From Bloomberg Markets and Finance.
Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." President Trump pushes Iran to reopen the Strait of Hormuz as Israel and Hezbollah exchange fire, casting a shadow over critical peace talks set for the weekend. New inflation data shows the Iran conflict is already hitting the US economy. And as big banks head into earnings, warnings from Jerome Powell and Scott Bessent about a growing AI-driven cyber threat are rattling CEOs. Jennifer Kavanagh breaks down why reopening Hormuz remains unlikely and why diplomacy is the only path forward. Cybersecurity CEO Vlad Rikhter on the race to defend against AI-powered attacks moving at machine speed. Richard Farley explains why private credit is cooling, not collapsing. And Goldman’s Richard Ramsden on why rising risks could reshape the banking outlook.
Chapters:
00:00:01 – Bloomberg: Open Interest begins
00:01:18 – Morning Movers
00:02:31 – Core CPI Rises Slower than Expected in March
00:05:14 – US-Iran Peace Talks Near with Hormuz, Lebanon Top of Agenda
00:08:56 – Bessent, Powell Summon Bank CEOs to Talk Anthropic’s AI
00:13:54 – High Interest | Kim Flexes Alliances, Artemis II returns, Gas Prices
00:15:27 – Jennifer Kavanagh, Defense Priorities Senior Fellow & Director of Military Analysis
00:23:16 – Stocks to Watch | CoreWeave, Nvidia, TSMC
00:24:49 – Meera Pandit, JPMorgan Asset Management Global Market Strategist
00:33:31 – Top Calls | Nike, Shake Shack, Meta
00:34:40 – Richard Ramsden, Goldman Sachs Research Business Unit Leader of Financials Group
00:41:07 – Software Shares Fall on AI Disruption
00:44:12 – BREAKING: UMich 1-year Inflation Expectations Rise to 4.8% from 3.8%
00:53:04 – High Interest | Porsche Sales Drop, Ares Shrinks Fund, Oaktree Cash Out
00:54:42 – Scrutiny Builds Around Private Credit
01:05:29 – Vlad Rikhter, Fencer CEO on AI Risk
01:14:19 – Trading Diary
01:15:22 – House Dems Challenge Trump War Powers
01:25:06 – Automakers Debut New Models at NYC Auto Show
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