US-Iran Clashes Hit Stocks as Oil Rises | Bloomberg Brief 09/02/2026

US equity futures fall and bond yields remain elevated as renewed US-Iran hostilities push oil higher, leaving the prospect of a September interest rate hike in play. Nigel Blenkinsop, COO of Jaguar Land Rover, joins "Bloomberg Brief" as the carmaker launches the first fully electric Range Rover. Cayla Seder of State Street looks at the concerns in the Treasury market amid rate-hike bets. Chapters: 00:00:00 - Bloomberg Brief Begins 00:00:52 - Global Markets Check: Bond Selloff Hits Asia 00:02:06 - Global Markets Check: European Markets & Rising ECB Rate Expectations 00:03:10 - US Markets: Oil, Treasury Yields & Fed Outlook 00:04:10 - First Look Movers: Dell, MongoDB & GitLab 00:05:14 - US–Iran Conflict Escalates 00:07:58 - G20 Divisions: Bessent Blames China 00:11:26 - Trending on the Terminal 00:12:57 - Nigel Blenkinsop, Jaguar Land Rover COO, on Range Rover Launches First Fully Electric Model 00:19:51 - Front Page News 00:23:38 - Cayla Seder, State Street Macro Multi-Asset Strategist, on Treasury Yields, Is AI Inflationary, Dollar Outlook & Global Central Banks 00:31:14 - Trending on the Terminal 00:32:36 - Oil, Iran & Venezuela as US Midterms Approach 00:35:34 - Ed Markey Wins Massachusetts Democratic Primary 00:37:59 - Why Nvidia Wants to Buy Hugging Face, AI Regulation & the G20, Broadcom Earnings Preview 00:41:55 - What to Watch -------- 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:   / bloombergtv   Facebook:   / bloombergtelevision   Instagram:   / bloombergtv   Connect with Bloomberg Business on: X:   / business   Facebook:   / bloombergbusiness   Instagram:   / bloombergbusiness   TikTok: https://www.tiktok.com/@bloombergbusi... Reddit:   / bloomberg   LinkedIn:   / bloomberg-news   More from Bloomberg: Bloomberg Radio:   / bloombergradio   Bloomberg Surveillance:   / bsurveillance   Bloomberg Politics:   / bpolitics   Bloomberg Originals:   / bbgoriginals   Watch more on YouTube: Bloomberg Technology:    / @bloombergtechnology   Bloomberg Originals:    / @business   Bloomberg Quicktake:    / @bloombergquicktake   Bloomberg Espanol:    / @bloomberg_espanol   Bloomberg Podcasts:    / @bloombergpodcasts