Bloomberg Brief 08/19/2026

"Bloomberg Brief” delivers the market news, data and analysis you need to set your agenda. Today's guests: Truist CIO and Chief Market Strategist Keith Lerner.

Chapters:
00:00:00 - Bloomberg Brief Begins, Global Markets & Top Stories
00:02:53 - US Futures, AI Jitters & Treasury Yields
00:05:22 - SK Hynix Buyback & the Rising Cost of AI
00:08:27 - Bond Market, Fed Rate Outlook & Treasury Auction
00:11:04 - Trending on the Terminal
00:12:27 - Iran Tensions & Oil Above $90
00:15:42 - US-Canada Tariffs & Tentative Trade Deal
00:19:33 - Front Page News
00:20:55 - Market Reset: Chips, Bonds & Oil
00:22:40 - First Look Movers: SK Hynix, Norfolk Southern & Trainline
00:23:53 - Keith Lerner, CIO and Chief Market Strategist at Truist, on the Bull Market, Earnings Outlook & Market Valuations
00:31:39 - Trending on the Terminal:
00:32:59 - Florida Primary Surprise & Democratic Socialists, Alaska’s Pivotal Senate Race, & Trump’s FDA Pick & Agency Turmoil
00:37:37 - AI Spending Fears Return to Markets, AI Borrowing Surges in Credit Markets
00:40:06 - Retail Earnings: Target, Lowe’s & TJX
00:41:28 - What to Watch
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