Stocks Extend Rally in AI-Led Rebound; Trump Says Peace Talks on Track | Bloomberg Brief 6/9/2026

Watch on YouTube ↗  |  June 09, 2026 at 11:08  |  43:24  |  Bloomberg Markets
Speakers
Henrietta Pacquement — Fixed Income Investment COO, Allspring Global Investment
Wei Li — Global Chief Investment Strategist, BlackRock

Summary

The video covers a broad market rebound led by AI stocks, oil declines on Middle East peace hopes, and China's $295 billion data center plan. Allspring's fixed income strategist discusses adding short-term Treasuries and avoiding long-duration bonds, while BlackRock's global strategist remains overweight the AI theme despite healthy debate.

  • US stock futures point higher as AI trade rebounds after last week's selloff.
  • Oil prices fall below $90 as President Trump claims a US-Iran peace deal is imminent.
  • China plans to spend ~$295 billion over five years on data center infrastructure.
  • OpenAI files confidentially for an IPO, adding to a wave of high-profile tech IPOs.
  • Henrietta Pacquement of Allspring says the likelihood of a Fed rate hike is increasing and she is adding to short-term U.S. Treasuries.
  • Wei Li of BlackRock stays overweight AI, citing strong revenue growth and early stage of the transformation.
  • BofA warns of bear market red flags, but BlackRock sees the AI trade as still attractive with wide dispersion.
  • The two-year Treasury yield remains elevated, pricing in a rate hike, while the long end faces deficit and inflation concerns.
Ideas
Henrietta Pacquement Fixed Income Investment COO, Allspring Global Investment 18:26
Avoid long-end Treasuries
The long end of the Treasury curve is a safety valve for inflation expectations and reflects anxiety over deficits and the Fed being behind. Multiple elements at play make the long end unattractive, so we are steering away from it.
long-term U.S. Treasuries MED
Henrietta Pacquement Fixed Income Investment COO, Allspring Global Investment 18:40
Add short-term U.S. Treasuries
The recent selloff in short-term U.S. Treasuries has made yields more attractive as rate hikes are being priced in. Adding on the short end of the U.S. curve while yields are elevated provides a favorable risk/reward, especially as the front end is informed by rate hike expectations and the economy remains strong with persistent inflation pressures.
Short-term U.S. Treasuries MED
Henrietta Pacquement Fixed Income Investment COO, Allspring Global Investment 19:00
Go long global short-term bonds
Outside the U.S., short-term government bonds in other jurisdictions offer different dynamics due to varying exposure to energy, growth, and the AI story. We have taken a more diversified bet in global short-term bonds to capture these differences.
non-U.S. short-term government bonds LOW
Wei Li Global Chief Investment Strategist, BlackRock 26:14
Overweight AI theme
The AI transformation is still early, with strong revenue growth and high incremental margins supporting earnings durability. Despite healthy debate on spending, the return on capital is clear. We remain overweight on the AI theme broadly, favoring selective active exposure given the wide dispersion within the space.
AIQ MED
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This Bloomberg Markets video, published June 09, 2026, features Henrietta Pacquement, Wei Li discussing long-term U.S. Treasuries, Short-term U.S. Treasuries, non-U.S. short-term government bonds, AIQ. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Henrietta Pacquement, Wei Li  · Tickers: long-term U.S. Treasuries, Short-term U.S. Treasuries, non-U.S. short-term government bonds, AIQ