Market Participants are warning that a unpredictability in the Treasury's strategy could portend higher borrowing costs. Treasury Secretary Scott Bessent is warning against any panic in the market. Bloomberg Intelligence Chief US Interest Rate Strategist Ira Jersey and Bloomberg News Rates Reporter Michael Mackenzie break down what's been going on in the yield market, and the what the impact of the Treasury's buyback plan may be. Then, Bloomberg Intelligence Senior Analyst for E-Commerce and Retail Poonam Goyal reacts to Walmart's earnings report that send the stock tumbling in its worst day of trading since 2022. Plus, Amy Rubenstein -- CEO of Clear Investment Group -- discusses the current demand in the housing market and how new constructions demand is being impacted by the labor market. Finally, Wells Fargo Industry Insights Head Robin Wenzel talks about how GLP-1s are changing the US healthcare system. Chapters 00:00:00 Bloomberg Businessweek Daily 00:02:42 Market Update: Stocks Fall, Bitcoin Tops $70K 00:04:53 Treasury Buybacks & Rising Bond Yields 00:07:45 Debt, Deficits & the Case for Higher Yields 00:09:45 What Bond Investors Are Doing Now 00:12:46 Walmart Plunges After Earnings Miss 00:16:29 Walmart & the State of the U.S. Consumer 00:19:03 Market Update: Oil, Iran & Moderna 00:20:39 Housing Market, Mortgage Rates & Affordability 00:23:25 Workforce Housing & Rising Rents 00:26:57 Real Estate Opportunities & Distressed Assets 00:29:58 AI Data Centers Drive New Housing Demand 00:32:35 Market Update: Bitcoin, Oil & Walmart 00:34:36 How GLP-1 Drugs Are Reshaping Health Care 00:38:12 GLP-1s Reshape Pharmaceutical R&D 00:40:54 Investment Implications of the GLP-1 Boom 00:43:17 NYSE Owner Eyes Polymarket's Funding Round 00:44:14 AI Compute Futures & Hedging the AI Boom 00:47:06 Iran, Oil & the Push Toward 24/7 Trading 00:50:26 Digital Finance Goes Mainstream -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts