Bloomberg Television·2026-08-12 07:18Market Trends & Macroeconomy - U.S. headline CPI inflation for July is expected by economists to be 3.4% on an annualized basis, with markets pricing a nearly 50-50 chance of a Federal Reserve rate hike in September [1][15] - Brent crude oil prices approach $90 per barrel, trading at $89.43% to $89.36% per barrel, driven by ongoing skepticism over a Middle East deal and disruptions in the Strait of Hormuz [2][29][47] - The 30-year U.S. Treasury yield remains at multiyear highs not seen since 2008, holding above key levels for the 26th consecutive session [20][87] Industry Dynamics & Investment Opportunities - South Korea plans to deploy between 600 billion South Korean won on the lower end and over 1 trillion South Korean won on the higher end into a new sovereign wealth fund targeting Series B tech startups and AI industries [77][81] - CoreWeave provided 500 megawatts of raw computer power for AI specifically in the quarter, outperforming other neo-clouds combined, while major Chinese tech giants face profit margin compression due to rising AI investment costs and free-access models [11][71] - Vestas reported second-quarter net income of 280 million euros alongside a positive full-year adjusted EBIT uplift and a revenue beat on estimates [52]