Rate-Hike Bets Ease; Anthropic in Talks to Buy Decart

US equity futures waver after a tech-led rally as an in-line CPI print eases wagers on a rate hike from the Fed. The US Treasury is set to auction $25 billion of 30-year notes after the 10-year debt sold at the highest yield since 2007. Anthropic is said to be in talks to acquire startup Decart AI for $6 billion. Priya Misra of JPMorgan Asset Management discusses the Fed’s rate path forward.

Chapters:
00:00:00 – Bloomberg Brief Begins, Top Stories & Market Setup
00:00:51 – Global Market Check: Asian Markets: Korean Stocks Rally, Tencent & the Yen
00:02:00 – US Stocks, Earnings & Treasury Yields
00:04:03 – Anthropic’s $6 Billion Decart AI Deal, Cerebras Selloff & the AI Chip Market, Cisco’s AI Outlook Disappoints Investors
00:08:41 – US Treasury Auctions & Rising Long-Term Yields, Bank of Japan Rate Hike Outlook
00:12:32 – Maersk Raises Its Outlook, Global Shipping, Trade & Supply Chain Disruptions, US-Mexico Auto Tariff Negotiations
00:15:41 – Trending on the Terminal
00:17:07 – US Shifts Strategy on Iran, Iran’s Economy Under Pressure
00:20:03 – Front Page News
00:21:33 – Bloomberg Brief: Market Reset
00:23:05 – Priya Misra, Portfolio Manager at JPMorgan Asset Management, on Markets, Inflation & the Fed
00:31:19 – Trending on the Terminal
00:32:44 – US Economic Pressure on Iran, Karoline Leavitt Steps Down, US Midterms & Lessons From the Primaries
00:36:35 – Anthropic’s Decart AI Acquisition Explained, Why Cerebras Shares Are Selling Off, Cisco’s AI Strategy & Investor Expectations
00:41:57 – What to Watch
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Shin JohnYtv Market News

Share-market news writer and analyst with deep experience covering equities, commodities, forex, and cryptocurrencies for readers in the USA, UK, Canada, and Australia. Ytv Market News delivers timely market updates, practical trading insights, and clear explanations of macro and company-level catalysts that move prices. Combines on-the-ground financial reporting with technical analysis, using concise charts and actionable ideas to help investors and traders make smarter decisions.