US equity futures are muted as investors await Nvidia’s earnings for an update on the AI boom and whether it has staying power. President Trump imposes a 50% tariff on Indian goods to punish the country for buying Russian oil. The Trump administration is said to be weighing options to exert more influence over the Fed’s 12 regional banks. Henry Allen of Deutsche Bank says US exceptionalism is reducing panic over the Fed. Lori Calvasina of RBC Capital Markets is neutral on equities for the back half of 2025. “Bloomberg Brief” delivers the market news, data and analysis you need to set your agenda.
Chapters:
00:00:00 – Intro
00:01:33 – First Look Movers
00:06:19 – Henry Allen, Deutsche Bank Macro Strategist
00:13:54 – Trending on the Terminal
00:19:21 – Front Page News
00:22:35 – First look Movers
00:27:03 – Lori Calvasina, RBC Capital Markets Head of Equity Strategy
00:40:22 – Trending on the Terminal
00:41:35 – What to Watch
——–
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