US equity futures rally after the payrolls report showed a sharp slowdown in the labor market, driving stocks to a fresh record high. Oil advances as Iran’s accord with Oman on the Hormuz shipping route remains elusive. TSMC posts a 45% rise in monthly sales amid strong demand for AI hardware. Thierry Wizman of Macquarie Group looks ahead to the inflation data.

Chapters:
00:00:00 – Bloomberg Brief: Top Stories & Market Setup
00:00:49 – Global Market Check: Yen Weakens, Tech Stocks Rise
00:02:08 – Europe Markets: Stocks, Oil & Natural Gas
00:03:36 – US Markets: S&P 500, Fed & Treasury Yields
00:04:45 – First Look Movers: Berkshire Hathaway, TSMC & Rocket Lab
00:05:56 – Iran-Oman Talks & Strait of Hormuz
00:09:16 – Israel Rejects Gaza Disarmament Proposal
00:12:13 – Trending on the Terminal
00:13:38 – TSMC Sales Surge on AI Demand
00:16:40 – China’s Push to Challenge U.S. AI Dominance, China Inflation & Economic Outlook
00:20:16 – Front Page News
00:24:11 – Thierry Wizman, Macquarie Global FX & Rates Strategist, on Inflation, Jobs & Interest Rates, Why Long-Term Treasury Yields Are Rising
00:31:50 – Trending on the Terminal
00:33:27 – Iran Hardens Position on US Negotiations
00:36:16 – TSMC’s AI-Fueled Sales Growth, Apple’s China Chip Supply Strategy
00:39:31 – Berkshire Hathaway Puts Its Cash to Work
00:42:23 – What to Watch
——–
More on Bloomberg Television and Markets

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Author

Shin John
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.