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Bloomberg Daybreak

It's A Good Time To Buy Bonds: Kerschner

4 hours 49 minutes ago
John Kerschner, global head of securitized products & portfolio manager at Janus Henderson, joins Scarlet Fu and Eric Balchunas on "Bloomberg ETF IQ." They discuss investors embracing shorter-term corporate debt, European investors craving tech exposure, and CLO ETF markets growing in Europe. (Source: Bloomberg)

Nvidia Boosts Share Buyback Authorization by $150 Billion

6 hours 14 minutes ago
Matthew Bloxham, Bloomberg Intelligence Senior Media and Tech Analyst, joined Bloomberg's Paul Sweeney and Scarlet Fun to talk about the top tech stories of the day, including Nvidia's new systems and buybacks. Nvidia Corp., the chip developer at the heart of the artificial intelligence boom, increased the size of its share buyback plan by $150 billion, increasing the total remaining amount authorized to $235 billion. Nvidia will complete the buyback through fiscal 2028, the Santa Clara, California-based company said in a statement on Monday. (Source: Bloomberg)

"Made in Restaurants" Initiative Helps Shape People, Careers and Communities, says Korsmo

6 hours 25 minutes ago
Michelle Korsmo, CEO of National Restaurant Association, joined Bloomberg's Paul Sweeney and Scarlet Fu to discuss the state of the restaurant industry and the National Restaurant Association launching the "Made in Restaurants" initiative.. CNH's contracting top line is likely to reach a trough this year, yet industrial leverage will remain elevated, limiting flexibility within its BBB-tier ratings and necessitating more patience before a more meaningful improvement in financial risk takes hold. the company's policy of prioritizing investment-grade standing as a foundational commitment is a linchpin for credit quality as more tangible proof of stronger farmer fundamentals is sought. (Source: Bloomberg)

Iran Refuses to Soften Demands as Trump Rejects Hormuz Offer

6 hours 27 minutes ago
Mike McGlone, Senior Commodity Strategist for Bloomberg Intelligence, joined Bloomberg's Paul Sweeney and Scarlet Fu to talk about the state of the oil and trade market as the US and Iran continue talks. Iran and the US appeared far apart on a new ceasefire deal or the reopening of the Strait of Hormuz, with Tehran saying it’s sticking to a proposal US President Donald Trump has rejected. Tehran made an offer to reopen the strait within seven days if Washington makes some concessions, which it hasn’t specified. Its leaders have previously said the US must lift a naval blockade and oil sanctions for there to be any progress on allowing more ships through the vital waterway. (Source: Bloomberg)

Gold Slumps as Markets Price More Fed Hikes

6 hours 48 minutes ago
Gold is sinking as oil spikes, real yields rise, and markets price in more Fed hikes—even as China, Asia, and emerging‑market central banks quietly load up on bullion. In today's metals spotlight , Nicky Shiels, MKS Pamp Head of Research and Metals Strategy joins us to unpack gold’s short‑term pain, long‑term bullish case, and why retail money has ditched gold for speculative AI stocks. (Source: Bloomberg)

LPL CEO: AI Won’t Replace Advisors

7 hours 6 minutes ago
Can AI replace your financial advisor? LPL Financial’s CEO says no,  but it can dramatically change the job. Rich Steinmeier joined Bloomberg Open Interest to explain why trust and empathy remain critical, how AI could automate much of an advisor’s behind-the-scenes workload, and why the technology race is helping drive further consolidation across wealth management. (Source: Bloomberg)

Rising Rates Pressure Property Values as REIT M&A Deals Pick Up

7 hours 35 minutes ago
The multifamily, industrial and office sectors are likely to set this year's pace for global real estate capital flows while AI fuels the surge in data center transaction volume. Rick Romano, Global Head of Real Estate Securities at PGIM breaks down his outlook for the market. (Source: Bloomberg)
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