Stocks Spike After In-Line Consumer Price Data | Open Interest 8/12/2025

Get a jump start on the US trading day with Matt Miller and Katie Greifeld on "Bloomberg Open Interest." The impact of tariffs are showing up in consumer numbers, affecting prices on products like airline fares, appliances, and tomatoes. Eyes on US-China trade after President Trump announced a 90 day extension to the tariff truce. Meanwhile, Beijing is urging local firms to avoid Nvidia H20 chips. John Doyle, Marsh McLennan CEO, joins Open Interest to discuss headwinds facing businesses amidst an environment of uncertainty.

Chapters:
00:00:00 – Open Interest Starts
00:01:39 – Futures Rise, Bond Yields Fall After CPI Data
00:04:27 – Trump Extends Trade Truce With China
00:12:20 – HIGH INTEREST
00:17:47 – Stock Market Trading on a Worrying Premium, Malik | Saira Malik, Nuveen Head of Equities and Fixed Income
00:32:35 – TOP CALLS
00:33:23 – China Urges Local Firms to Avoid Nvidia’s H20 Chips
00:47:10 – Tariff Impact, Earnings, and US-China Trade | Rebecca Patterson, Council on Foreign Relations Sr Fellow
00:54:23 – HIGH INTEREST
01:05:04 – Global Economic Outlook Remains Uncertain, Doyle | John Doyle, Marsh McLennan CEO
01:14:59 – September Fed Cut Not a Done Deal | Claudia Sahm, New Century Advisors Chief Economist
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