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Stocks Rise at Start of CPI Week; Iran's Hormuz Deal Elusive | Bloomberg Brief 08/10/2026
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
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Published Aug 10, 2026