US equity futures fall as investors brace for Alphabet earnings. Brent crude surpasses $95 a barrel for the first time in six weeks after the US and Iran both downplay talks. President Trump says generic drug manufacturers must move production to the US or face a 100% import duty. Christian Mueller-Glissmann of Goldman Sachs looks ahead to big tech earnings.

Chapters:
00:00:00 – Bloomberg Brief Begins, Opening Headlines: Big Tech, Tariffs & Oil Rally
00:00:51 – Global Market Check: Japan’s Yen Hits Four-Decade Low
00:02:10 – European Markets Open: Oil, Inflation & European Stocks
00:04:39 – First Look Movers: Super Micro Surges, IT Sector Weakness & Drugmaker Pressure
00:05:58 – What to Watch in Alphabet’s AI Earnings
00:08:19 – Trump Targets Generic Drug Manufacturers
00:11:09 – Iran Conflict, Oil Prices & Prospects for Peace Talks
00:14:50 – Trending on the Terminal
00:16:03 – Bank of Japan Weighs Faster Rate Hikes
00:19:50 – Front Page News: Saudi Nuclear Deal & Samsung AI Investment
00:21:09 – Market Update: Big Tech Caution & AI Winners
00:23:58 – Christian Mueller-Glissmann, Goldman Sachs Head of Asset Allocation Research, on AI, Valuations & Market Rotation
00:33:06 – Trending on the Terminal: BOJ, UK Politics & Data Center Investment
00:34:05 – Trump Tariffs and the Politics of Generic Drug Prices
00:38:37 – Previewing Alphabet, Tesla & IBM Earnings
00:42:13 – What’s Ahead Today: Market Earnings & Outlook
——–
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