Stocks Waver Ahead of Jobs Data; Trump to Meet Tech CEOs on AI

0 September 29, 2026 09:22

US equity futures and Treasuries struggle for direction ahead of labor market data and a slew of Fedspeak that may offer clues on the rate outlook. Nvidia, Anthropic and Palantir CEOs are slated to attend a lunch with President Trump to discuss AI risks. The US enacts import ban on some Canadian goods. Colin Purdie of Manulife joins "Bloomberg Brief" to discuss market opportunities amid rising yields.

Chapters:
00:00:00 – Bloomberg Brief Begins: Top Stories
00:00:52 – Global Markets Check: Global Markets & Rising Treasury Yields
00:04:03 – First Look Movers: Navitas, Jefferies & Julius Baer
00:05:27 – AI Safety, OpenAI & Trump’s Tech Meeting, AMD’s World Labs Deal & AI Expansion
00:08:48 – US-Canada Trade Tensions Escalate
00:11:14 – Trending on the Terminal
00:12:42 – Goldman Sachs Succession & John Waldron, How AI Could Transform Goldman Sachs
00:17:47 – Front Page News
00:18:41 – China Signals Fresh Economic Stimulus, China’s Housing Market & Consumer Support
00:21:34 – Markets Update: Oil, Yields & Equities
00:23:09 – First Look Movers: AstraZeneca, FICO & Julius Baer
00:24:40 – Colin Purdie, Manulife CIO of Public Markets, on Yields, Equities & the AI Trade China Stimulus & Global Investment Opportunities
00:32:39 – Trending on the Terminal
00:33:56 – AI Leaders Meet Trump as Safety Concerns Grow, AMD’s $8.2 Billion World Labs Acquisition
00:38:10 – US-Canada Trade Ban & Steel Tariffs, US-India Trade Talks Continue
00:42:09 – What to Watch
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