Business
Bloomberg Surveillance 8/02/2022 Pelosi in Taiwan
Tom Keene, Jonathan Ferro and Lisa Abramowicz have the economy and the markets “under surveillance” as they cover the latest in finance, economics and investment, and talk with the leading voices shaping the conversation around world markets. This show is simulcast worldwide on Bloomberg Television and Radio. House Speaker Nancy Pelosi lands in Taiwan for a historic visit.
#surveillance #morningnews #china #pelosi #taiwan
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Get a jump start on the US trading day with Dani Burger on “Bloomberg Open Interest.” The Big Tech divide widens as Amazon’s AI bet delivers, while chip shortages pressure Apple. John Blackledge breaks down AWS demand and Amazon’s trillion-dollar cloud potential. Will Power explains why Apple’s strong demand may outweigh supply turbulence. Plus, Citadel’s latest AI deal, improving consumer sentiment, and the market risks heading into August.
Chapters:
00:00:00 – Open Interest
00:01:56 – Amazon’s AI Spending Boom, AWS Growth, AI Infrastructure Demand & Apple’s Supply Chain Problems
00:05:11 – Situational Awareness Collapse, Margin Calls, Citadel Rescue & AI Trade Unwind
00:07:05 – Exxon & Chevron Earnings, Strait of Hormuz Risks, Iran Conflict & Oil Markets
00:10:19 – High Interest | Gaza Peace Deal Proposal, Novo Nordisk Drug Failure & FIFA’s $20 Billion Spin-Off Backlash
00:11:17 – John Blackledge TD Cowen | Amazon AWS Acceleration, AI Demand, Capacity Constraints & Cloud Growth Outlook
00:16:52 – Will Power Baird | Apple Supply Constraints, AI Devices, iPhone Demand, Pricing Power & Product Cycle Outlook
00:24:16 – Amanda Agati PNC | Mag 7 Divide, AI Winners & Losers, Earnings Strength & Market Leadership Shift
00:31:43 – Top Calls | Roblox Downgrade, Rivian Outlook Upgrade & Apple Supply Chain Concerns
00:32:40 – Anthropic AI Security Breach, OpenAI, Government Oversight & AI Regulation Risks
00:39:48 – South Korea ETF Restrictions, SK Hynix Volatility, Leveraged ETFs & Retail Trading Risks
00:44:30 – Consumer Sentiment, Inflation Expectations, Fed Dissents & Kevin Warsh Policy Outlook
00:46:45 – Warsh’s Fed, Higher Volatility, Active Management, AI Leadership Rotation & Market Structure
00:56:24 – High Interest | Caspian Pipeline Disruptions, Anthropic Security Failures & Situational Awareness Asset Sales
00:57:37 – Situational Awareness Meltdown, AI Leverage Risks, Citadel’s Rescue Deal & Hedge Fund Lessons
01:05:47 – Charlie Morrison | Jersey Mike’s IPO, Expansion Strategy, Consumer Demand & UK Growth Plans
01:16:42 – Strait of Hormuz Escalation, Iran Retaliation, Oil Flows, Gaza Negotiations & White House Response
01:22:16 – FIFA Spin-Off Rebellion, World Cup Economics, UEFA Pushback & Sports Governance Crisis
01:26:02 – Week Ahead | Palantir, SpaceX, AMD, Payrolls Report & Key Economic Data
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More on Bloomberg Television and Markets
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The Federal Reserve held rates steady as the majority of FOMC members voted to hold rates unchanged, with three members dissenting in favor of a rate hike. This is the fifth straight meeting where fed officials have elected to leave rates unchanged. Talking to reporters, Fed Chair Kevin Warsh reiterated his goal to bring down inflation and but stopped short of saying he would raise rates. Warsh said raising rates ‘could well be part of that solution,’ but not in isolation. Bloomberg’s Tom Keene, Jon Ferro and Lisa Abramowicz discuss remarks from Fed Chair Kevin Warsh following the Federal Reserve’s latest policy decision on a special edition of Bloomberg Surveillance.
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Federal Reserve Chairman Kevin Warsh’s decision to abandon forward guidance on monetary policy is driving bond market volatility, with 30-year Treasuries selling off after Wednesday’s rate decision, according to Torsten Slok, chief economist at Apollo Global Management. He speaks on Bloomberg Television’s “The Fed Decides.”
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A weekly, midday program that delivers high-impact, editorially driven coverage of the most important corporate transactions shaping the global market. Today’s guests: Stonepeak Chairman, CEO & Co-Founder Michael Dorrell, Advent International Managing Partner Tricia Glynn, China Renaissance Global Markets Head of Capital Markets Enna Weng, and Winston Taylor Managing Partner, External Affairs Eva Davis.
Chapters:
00:00:00 – Bloomberg Deals open
00:01:12 – Bloomberg’s Hannah Miller on Mounting Challenges
00:02:54 – Ellison Family Could Face Billions if Deal Collapses
00:04:30 – Bloomberg’s Allison McNealy on Data Center Dealmaking
00:06:38 – Bloomberg’s Ryan Gould on Jersey Mike’s IPO
00:09:19 – Mike Dorrell, Stonepeak CEO, on AI Infrastructure Boom
00:10:15 – Power, Data Centers & Infrastructure Converge
00:12:12 – Dorrell on Nvidia’s Data Center Financing Strategy
00:13:16 – What Makes AI Investments Sustainable?
00:14:22 – Dorrell on Capital Markets & Infrastructure Funding Risks
00:15:00 – Dorrell on Data Center Politics & State Moratoriums
00:18:59 – Bloomberg’s Ed Ludlow on SpaceX & Tesla
00:24:18 – Investment Committee: Consumer Brands Outlook
00:34:12 – Liverpool FC Ownership and Investment Strategy
00:38:49 – FIFA Investment Plans Spark UEFA Backlash
00:41:33 – De Beers Sale Could Fetch Just $1 Billion
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Hedge Fund ‘Situational Awareness’ is working to salvage the situation after a massive AI selloff. Bloomberg’s Hedge Fund Reporter Hema Parmar dives into what’s going on and what to know about Leopold Aschenbrenner, 24-year-old investor behind the losing AI fund. Plus, Bloomberg’s Ed Ludlow breaks down the week’s most impactful tech earnings reports, as Apple sees shares dive to end the week. Then, VEON CEO Kaan Terzioglu discusses how the company’s telecom networks is helping keep Ukraine connected despite years of war with Russia. Finally, Bloomberg ‘Business of Sports’ Podcast Co-Host Vanessa Perdomo-Maglione and Randall Williams explain the ramifications of UEFA’s vote to boycott FIFA in protest of its selloff.
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@st.vincentoftherepublic4446
January 31, 2024 at 8:34 pm
Nobody believes this dog shit story anymore …
9/11 planner…pfttt
Worst representation in the history of our country !
Prepare for the incoming NWO that you’ve been sold out to.
@animals-xd3hl
January 31, 2024 at 8:34 pm
The country of Taiwan is extremely jealous and they do not see the progress of Taiwan and the independence of this country, Taiwan is a staunch ally of America and produces the best and highest quality goods in the world, most of the microchips and electronic components of Apple and other American companies are produced in Taiwan. Slow down, I myself only buy Taiwanese goods, four years ago I searched the whole city of Tehran to find and buy a Taiwanese htc u11 plus phone, but I didn't find a chance to find a brand new one on Divar's website for the price of six million tomans. For more than four years, I used this Taiwanese phone very hard from morning to night, and it still works like the first day. If it was a Chinese phone, it would have burned hundreds of times. Instead of oil money, they send low-quality copies of goods occupied by the terrorist Revolutionary Guards to Iran, then a bunch of ignorant idiots support China. In the future, after the overthrow and destruction of the religious government of the Islamic Republic of Iran, they will boycott China. We will, and we will only unite with Taiwan, and have great trade and political relations with the country of Taiwan We will have a lot of problems, the Chinese are enemies of Taiwan and Iran, China should be severely punished, we Iranians love Taiwan.
❤️🇹🇼🇺🇲❤️🇹🇼🇺🇲❤️🇹🇼@officialrezapahlavi @potus @realdonaldtrump @potus @realdonaldtrump @mofa_taiwan @htc_taiwan @dpp_taiwan @asus_taiwan
@philipcormier3075
January 31, 2024 at 8:34 pm
The Chinese market can go down 👇 but the Chinese market also has a billion and a half people that will raise it up again and rebuild the financial structure of China even if it fails! The mega project China Nation will reproduce itself! The West in America are a dismal dismal failure!
@philipcormier3075
January 31, 2024 at 8:34 pm
The warmongers of the West are creating poo poo all over the world.
@philipcormier3075
January 31, 2024 at 8:34 pm
I will say it 1,000 times over and over again! I love Russia I love China I love Russia I love China ❤️ and I am disgusted with the ghastly images of America and its leadership! Ghostly Gastly and disgusting images of leadership with low IQ and no respect for no one in the world!
@philipcormier3075
January 31, 2024 at 8:34 pm
Taiwan is a puppet being used by the American hand to bring down the successful and the respectful and the most advanced technological nation in the world.! Grow up will you!
@philipcormier3075
January 31, 2024 at 8:34 pm
Get it through your heads 😡😡 China understands China! Grow up and get over it!
@philipcormier3075
January 31, 2024 at 8:34 pm
America and the European nations have completely lost their IQ balls! China understands China and China will protect China and China will defend China! What the hell is the West doing in China! The chip industry is an interesting Factor. The West have demonized and created hatred towards the Chinese government for decades! And now the West and the American networks are trying to make you believe that they understand China?😮🤣?
@mr333333333
January 31, 2024 at 8:34 pm
It is US🇺🇸 and Japan 🇯🇵 responsibility to keep Taiwan 🇹🇼 free!!!
Come on US🇺🇸 and Japan🇯🇵 !!!
@JazzyGinger1
January 31, 2024 at 8:34 pm
Hello, May I share an Old Testament Verse with you from Daniel 7:14 "And there was given him dominion, and glory, and a Kingdom, that all people, nations, and languages, should SERVE Him; his dominion is an Everlasting dominion, which shall not pass away, and his kingdom shall not pass away, and His Kingdom that which shall not be destroyed." Also, can I share Isaiah 53:5 " But HE was WOUNDED For our TRANSGRESSIONS, he was BRUISED for our iniquities; the chastisement of our peace was upon Him, and with His STRIPES we are HEALED."
God the Father loves you so much that He sent Holy Sinless Jesus (His Holy Son) to earth to be born of a virgin.Then, to grow up and die on a cross for our sins. He was in the tomb for 3 days, then Father God raised Holy and Sinless Jesus Christ (Y'shua) to Life! He appeared to people and went back to Heaven. We must receive Sinless Jesus sincerely to be God's child(John 1:12).After we get saved by grace through faith in Christ, if we truly love the Lord Jesus Christ, then we will obey Jesus(John 14:15). Mark 1:15 "And saying, the time is fulfilled, & the kingdom of God is at hand: Repent ye, and believe the gospel." Jesus said in John 14:15 "If you love Me, keep My commandments. "There's a real hell. It says in Revelation 21:8 "But for the cowardly, & unbelieving, and abominable, and murderers, & immoral persons sorcerers & idolaters & all liars, their part will be in the lake that burns with fire & brimstone…" Please sincerely receive Holy Jesus and put your true faith and trust in Him today and please repent. Will you have a Real encounter with Holy Lord Jesus (Y'shua is His Hebrew Name) and stay in a Genuine relationship with Him daily please?
@sko1beer
January 31, 2024 at 8:34 pm
only china has mortgage problems😂🤣its everyone
@Fredrich342
January 31, 2024 at 8:34 pm
My greatest happiness is the $ 28,000 weekly profit I get consistently
@truthtellerfreethinker7311
January 31, 2024 at 8:34 pm
USA jealous China rising Belt and Road Initiative trades Huawei butthurt Jealous MFs.
@truthtellerfreethinker7311
January 31, 2024 at 8:34 pm
USA andTaiwan Warmongers American’s a complete puppet of American government fake news media
@lobsterking3633
January 31, 2024 at 8:34 pm
You are right , left in right out ,regulate crypto and everything is yours
@jianzou3686
January 31, 2024 at 8:34 pm
Last time we had an inflation problem in 1970s, Nixon went to China to seek solution.
This time around, our politicians like Pelosi wants to start a full scale trade war with our largest supplier amid raging inflation.
@omarfeira3813
January 31, 2024 at 8:34 pm
Mrs. Nancy Pelosi, intead of propitiate WARS, she should explain to us the crimes of her husband Paul Pelosi for drive using drugs and for insider trading for anticipate ilegal buys of shares in the stock exhange mkt… Awful doble moral!!!
@Hisslave1
January 31, 2024 at 8:34 pm
Pelosi is in league with China and spending many millions of our tax dollars for one purpose, to distract from her husband's mock trial which is happening today. Do you think this coward would risk HER life? She happily sends young men to their deaths but wouldn't risk a hangnail for America.
@ajohn6932
January 31, 2024 at 8:34 pm
I just want to know the feelings of the United States if China landed in Puerto Rico with war planes what will be United States response
@nubreed1980
January 31, 2024 at 8:34 pm
🇹🇼
@bhffgdj9887
January 31, 2024 at 8:34 pm
In China, (1) the state can force Chinese nationals at home and abroad to carry out military activities in their respective countries (National Defense Mobilization Law, effective in 2010); (2) the state can force Chinese nationals at home and abroad to do spy activities in their respective countries. (National Intelligence Law, effective 2017). Chinese citizens who do not follow the instructions and orders of the Chinese government will be arrested and have no option to decline.
Together, these two laws create the most dangerous security situation for every country.🇯🇵🇺🇦🇹🇼🇯🇵
@jackjhmc820
January 31, 2024 at 8:34 pm
Congress is separate from white House administration… If Congress voted to support Taiwanese independence, while the White House administration didnt support that, then does it mean US would have broken the international agreement of one China policy?
@KentinoSvenska
January 31, 2024 at 8:34 pm
I swear to God I’ve heard Jon called Athanasios “Thanos” a couple of times 🥹
@petejones4071
January 31, 2024 at 8:34 pm
What if they dont let her leave
@illegalsmirf
January 31, 2024 at 8:34 pm
The woman speaks too much
@seek3n
January 31, 2024 at 8:34 pm
17:13 when was this?!
@jenny12350
January 31, 2024 at 8:34 pm
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@lamaisonrockduprocrastinat6395
January 31, 2024 at 8:34 pm
>>> See, i survived the Chinese threats … the nuclear war is just for you *the people* … i own a personal bunker made for any nuclear strikes … i'm fully protected … it mean that i can take any risk without any risk !
Signed > Pelosi
So, China was bluffing … China lost credibility !
The old debris of 82 year old wins !
But for other reasons the 82-year-old debris should stay at home!
The *JET SET* is the old world >>> it's over, we don't want any more of these *HAS BEEN*
That's why there's so much filth and mediocrity in politics >>> it's because there is so much *attraction* there that attracts the *scum & the rapacious* … like the uninterrupted trips & restaurants which are a few of them !
Again > nothing will happen before our eyes but behind the scene > things will change. *things dedicated for geopolitic*
Pelosi should repeat what she did in the time of the covid crisis > *stay at home and meet people via video conference*
It's so simple !
There is no reason *AT ALL* for any politicians to take any plane today >>> *just to talk* !
Politicians are stupid, selfish & act like clowns … *they want to be seen* >>> *they want their own show*