Business
Recession Risk, Supply Chain Pressures & Inflation
On Wall Street Week, Gillian Tett of the Financial Times and Peter Kraus of Aperture Investors discuss the global economy and the week in markets.
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“Balance of Power” focuses on the intersection of politics and global business. On today’s show, Jim Gilmore, former Virginia governor, RNC chair and ambassador to the Organization for Security and Cooperation in Europe, says the US has made a dramatic reversal in its policy toward Ukraine and argues Americans deserve an explanation for the shift. Rep. Sydney Kamlager-Dove (D-CA) says she would “100%” support Representative Thomas Massie’s resolution to impeach Defense Secretary Pete Hegseth and says he would be “on the hot seat” when lawmakers return to Washington after the midterms.
Chapters:
00:01:26 Bloomberg’s Ed Ludlow on Meta and Tesla Report Third-Quarter Earnings
00:05:05 Bloomberg’s Josh Wingrove on Trump Heads to South Carolina as GOP Senate Race Tightens
00:08:57 Jim Gilmore, Former Virginia Governor, RNC Chair and Ambassador to the Organization for Security and Cooperation in Europe, on Saudi Arabia, the Houthis and Middle East Tensions
00:11:08 Jim Gilmore Criticizes US Shift on Russia and Ukraine
00:13:57 Jim Gilmore on Why Foreign Policy Could Matter in the Midterms
00:15:53 Jim Gilmore on Early Voting Surges Ahead of Election Day
00:18:43 Bloomberg Opinion’s Nia-Malika Henderson on Michigan Senate Candidates Prepare for Final Debate
00:24:46 Rep. Sydney Kamlager-Dove (D-CA) on Zuckerberg Threatens California Exit Over Proposition 40
00:26:51 Rep. Sydney Kamlager-Dove (D-CA) on Election Security and LA County Ballot Processing
00:29:15 Rep. Sydney Kamlager-Dove (D-CA) on Mysterious White Powder Sent to Members of Congress
00:30:25 Rep. Sydney Kamlager-Dove (D-CA) on Growing Security Concerns in the Middle East
00:31:58 Rep. Sydney Kamlager-Dove (D-CA) on Possible Hegseth Impeachment
00:34:48 Bloomberg’s Mark Niquette on Vance Dismisses Concerns Over Ad From Ramaswamy
00:36:51 Political Panel Reacts: Ramaswamy Ad Backlash, Kansas Senate Debate Focuses on Health Care and Costs, Obama and Trump Hit the Trail in Michigan
——–
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Get a jump start on the US trading day with Dani Burger on “Bloomberg Open Interest.” Nvidia delivers a massive AI-driven forecast, lifting markets and fueling bets the AI boom still has legs. Bond markets on edge ahead of Kevin Warsh’s Jackson Hole debut. Plus, Okta CEO Todd McKinnon weighs in on AI agent security and enterprise demand.
Chapters:
00:00:00 – Open Interest
00:01:11 – Nvidia’s 70% Growth Outlook, AI Demand, AWS Expansion & Hugging Face Deal Rumors
00:05:39 – Dollar General vs. Dollar Tree, Best Buy Earnings & Consumer Spending Trends
00:09:09 – Jackson Hole Preview, Kevin Warsh, Fed Policy & Interest Rate Expectations
00:12:49 – High Interest| Shein’s IPO Pricing, U.S. Probe Into AI Chip Exports & Nvidia’s 2028 Growth Forecast
00:14:02 – Pierre Ferragu New Street | Nvidia’s Path to $1 Trillion Revenue, AI Infrastructure Buildout & Supply Constraints
00:23:05 – Aoifinn Devitt Moneta | Nvidia’s AI Boom, Bond Market Concerns, AI Spending Sustainability & Jackson Hole Risks
00:31:09 – Top Calls | Abercrombie Downgrade, Salesforce Price Target Increase & Nvidia Price Target Hikes
00:32:09 – Why Nvidia’s 70% Forecast Reignited the AI Trade
00:37:53 – Salesforce, CrowdStrike, AI Software Winners & Cybersecurity Demand
00:44:21 – Nvidia’s AI Dominance, Hyperscaler Spending, Supply Chain Expansion & Competition Risks
00:47:57 – Brooke May Evans May Wealth | AI Adoption, Nvidia’s Staying Power, Market Outlook & Jackson Hole Impact
00:55:56 – High Interest| NYC Severe Weather Alert, Hugging Face’s Duck Robot & U.S.-Canada Trade Breakdown
00:57:05 – Canada Trade Fight, Auto Tariffs, Semiconductor Tariffs & Texas Data Center Politics
01:04:32 – Todd McKinnon Okta | AI Agents, Identity Security, Cybersecurity Growth & the Future of Enterprise AI
01:14:10 – Todd Boehly’s Insurance Empire, Private Credit, Data Center Financing & Regulatory Risks
01:19:18 – Jeff Schmid Interview, Jackson Hole, Fed Credibility & Kevin Warsh’s Challenge
——–
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Business
Trump Hits China With Biggest Salvo So Far in Second Term | Bloomberg: The China Show 2/24/25
“Bloomberg: The China Show” is your definitive source for news and analysis on the world’s second-biggest economy. From politics and policy to tech and trends, David Ingles and Rebecca Choong Wilkins give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.
Chapters:
00:00:01 – Bloomberg: The China Show opens
00:04:27 – German conservatives seal election win
00:07:07 – Trump team said to push Mexico toward tariffs on Chinese imports
00:10:54 – AllianzGI Global CIO Equity Virginie Maisonneuve on market strategy
00:26:05 – Chinese government bonds under pressure
00:31:49 – New World warns of first-half loss on writedowns as woes persist
00:36:50 – Zelenskiy says he would be ready to quit for sake of Ukraine peace
00:39:53 – China’s drone dominance reshaping future of military strategies
00:45:23 – Breaking: Alibaba to invest over $53B in AI, cloud in three years
00:50:10 – Market reaction to Alibaba’s Ai investment plan
00:55:37 – German Chamber of Commerce in East China’s Maximilian Butek on German elections, Germany-China ties
01:11:36 – Former PLA Senior Colonel Zhou Bo on China’s likely role in a post-war Ukraine
01:24:16 – Former PLA Senior Colonal Zhou Bo on US-China relations under Trump
01:30:54 – Covid-like bat virus discovered by researchers in Chinese lab
——–
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Millions chased fast profits through complex trades. It ended with billions lost. How India’s options market unraveled and where retail traders go from here.
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“Bloomberg: The China Show” is your definitive source for news and analysis on the world’s second-biggest economy. From politics and policy to tech and trends, Yvonne Man and David Ingles give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.
Chapters:
00:00:00 – Bloomberg: The China Show opens
00:01:10 – Meta posts clear earnings beat, Tesla results remain mixed
00:09:09 – HSTECH drops below 4,000 for the first time in two years
00:10:49 – Exclusive: Barclays’ Kaanhari Singh on Asia equity flows
00:27:04 – China regulator urges e-commerce quality controls
00:30:34 – Breaking: BOK says 2026 and 2027 growth to outpace previous outlook
00:33:50 – Exclusive: Former US House Speaker Kevin McCarthy on midterm elections
00:46:22 – Breaking: Tech stocks lead losses in Asia
00:51:03 – APAC rate decisions in focus
00:57:31 – Exclusive: Former MI6 chief on Iran war fallout
01:06:50 – Breaking: DeepSeek raises $15B in funding deal joined by Tencent, CATL
01:08:47 – DeepSeek deal seeks to challenge US AI labs
01:12:42 – Exclusive: Boston Dynamics founder Marc Raibert on the future of robotics
01:23:25 – China hybrid export surge set to boost automakers’ 3Q earnings
01:30:06 – Breaking: China’s CSI 300 falls 20% from June high
01:32:06 – China and Hong Kong stocks extend losses
——–
More on Bloomberg Television and Markets
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@sidewalker6003
December 23, 2023 at 10:26 am
the guy doesnt make sense and has less touch with reality
@NotABot007
December 23, 2023 at 10:26 am
This guy is in full denial.
@claradidi7573
December 23, 2023 at 10:26 am
When the markets like this, it’s your patience that gets tested more than your trading skills. Most of us get in to crypto for the fast & volatile markets but the ones who can sit on their hands & stick to the plan for months on end are the ones who will make life changing money.>
@networth8754
December 23, 2023 at 10:26 am
0:53 "We will have a persistent expansion accompanied by significantly higher interest rates and a reduction in the balance sheet" and if you believe this BS I have a stock tip for you. You have to understand the bias most of these talking heads on Bloomberg and CNBC have.
@khamlecksivongthong3954
December 23, 2023 at 10:26 am
No fixing by Us just let it happens.
@mikenelson7669
December 23, 2023 at 10:26 am
i wiLL forever be indebted to YOU,You've changed my life in the best possible way you can i will continue to hear your've saved me from a huge financial debts with just little investment,thanks so much Mrs Jessica Jackson?
@Reggaebeatman
December 23, 2023 at 10:26 am
Interest rares are going up as result of inflation due to self induced Covid supply chain disruptions, helecopter money, geo political risk, not because of a healthy economy? Once Fed tightens then that will cause demand destruction and recession and so they will need to cut again……and possibly more helecopter money.
@jon_nomad
December 23, 2023 at 10:26 am
I suspect the supply chain crisis is not real but staged by industrial suppliers to increase prices. Many major industrial suppliers are stockpiling goods but blamed the shortage on supply chain. On the short term they are not making much but on the longer term they will make huge margin gains. They can do that because they have a lot of liquidity in their coffers at this moment.
@hm-ys4ym
December 23, 2023 at 10:26 am
Stealing money from savers by using monopoly money has its repercussions.
@jchoi9340
December 23, 2023 at 10:26 am
Peter Kraus is a moron. Amazing to see someone say so much unintelligible nonsense. Everything he said was baseless gibberish. You know something is wrong when someone contradicts themselves over and over
@cliffaverell296
December 23, 2023 at 10:26 am
You have to be stupid if you honestly believe were not heading into a recession..look at the big picture…gas prices,,food prices, are all soaring..add to that rents,,there also going through the roof,and supply chain issues,,have you priced furniture in the last two yes..furniture has gone up at least 50% in just the last few years,,with china shutting down Shanghai,,more disruptions,, and supply restraints will again force retailers to continue to raise prices again,,gave you priced cars lately..or used vehicles..way up in prices,and things are going to get much worse and more expensive,,eventually its going to affect 65 % of the workers.people will stop spending,,and small retailers will shut there 🚪 doors..and the restaurants will start to feel the pain again when people stop going out to eat because there watching what they spend, big crash coming..it might take a yr or two but its coming..theres no stopping hyperinflation..
@financialm3771
December 23, 2023 at 10:26 am
Gillian gets it
@COVIDisA_HOAX
December 23, 2023 at 10:26 am
BUILD BACK BETTER HAHAHAHAHAH 81 MILLION VOTES HAHAHAHAHAHAH
@peaceandfreedomeconomics8984
December 23, 2023 at 10:26 am
Wages aren't going up. Wtf is Peter smoking??
@ElegantHipster
December 23, 2023 at 10:26 am
Peter wearing Xanadu as a neck tie. I like his confidence. Just like that dead person backing towards a selfie at the g canyon
@alexn1203
December 23, 2023 at 10:26 am
soon we see s&p 500 at 5300$
@pranjayarora8115
December 23, 2023 at 10:26 am
RUSSIA INTEREST RATE DROP FROM -20-17% USDRUBBEL BEARISH (2) CENTRAL BANK🏦 INTEREST RATE SIMILAR TO COMPANY RESULT TO TRADE FOREX WITH TECHNICAL INDICATORS(3) BITCOIN LIMITED FIAT UNLIMITED SUPPLY INFLATIONARY HEDGE WHOEVER INVEST 1 MILLION USD MINIMUM LIKE
@johngordon880
December 23, 2023 at 10:26 am
Really love to see Peter and all his plastic I'll gotten wealth slip off the edge and disappear forever.
@barfly1984
December 23, 2023 at 10:26 am
Before every recession unemployment is at record lows. What's more likely, unemployment goes even lower or starts to tick up? Side note – Bankruptcies up over 30% in March..
@sesi5289
December 23, 2023 at 10:26 am
I think Peter is playing Pollyanna to keep people put their money to stocks."Oh we don't have recession because Elon Musk buying twitter" rick guys buying a lot of things especially in the recession times ,what about poor guys Peter? he is talking nonsense
@hatsappme5271
December 23, 2023 at 10:26 am
Nice
@AppleiPhoneHelp1
December 23, 2023 at 10:26 am
Internet of Things will change the World !
@curtissjody5784
December 23, 2023 at 10:26 am
<<ADVICE >>
Inflation is killing my budget and my salary. I can't invest and it seems like I will need to sell a part of my portfolio to keep my head above the water this year.<<ETH, BTC>>
@chanellebeebee5066
December 23, 2023 at 10:26 am
The video content is so excellent, congratulations
@Kenneth_James
December 23, 2023 at 10:26 am
US is only letting inflation run because they let people get a bit of a raise. Gotta keep em poor
@ruthierod8276
December 23, 2023 at 10:26 am
Irrespective of the economic downturn this is the best time to invest in crypto and gold, and I'm glad I'm making some profits.
@srikark3532
December 23, 2023 at 10:26 am
At this point as per the data the U.S. is not heading for recession. But the Fed needs to access the data frequently for any signs of recession or stagflation and act accordingly. Even if Fed can bring down the inflation to 3% without getting into recession it is acceptable. Right now we need to focus around these three uncertain areas, supply chain disruptions, covid and Oil (due to war in Ukraine).
@usa9116
December 23, 2023 at 10:26 am
The sick man, Joe, will destroy our country!!!
@KJSvitko
December 23, 2023 at 10:26 am
The virus and the war in Ukraine are the two biggest factors driving inflation.
Once the virus is endemic and most people are vaccinated that risk will be reduced and things will open up.
The war in Europe will wake people up to the risks of depending on importing fossil fuels and Russia in particular.
Wind and solar energy can be produced at home and there is no need to import fossil fuels.
Time to go all in on wind and solar and electric vehicles.
@KJSvitko
December 23, 2023 at 10:26 am
The zero virus policy in China will disrupt supply chains around the world.
Long supply chains are a risk to the economy. Time to manufacture goods back home and reduce off shoring.
@JohnDoe-fb1uk
December 23, 2023 at 10:26 am
EVERYBODY is reaping EXACTLY what they sowed. ZERO EXCEPTIONS. ZERO EMPATHY.
@volodymyrcocainesky6318
December 23, 2023 at 10:26 am
Send more weapons please. We are winning here against the Russia! Ukraine is free for US. to investing your own future! I will win the War! and i will give all Russia oil to US. government. Thank to Joe Biden for take care Ukrainian people. 😀
@ahmedalsharman
December 23, 2023 at 10:26 am
We are not entering a depression not a recession.