On the early edition of Balance of Power, Bloomberg Washington Correspondents Joe Mathieu and Kailey Leinz discuss the latest news from the Trump Administration. On today’s show, American Petroleum Insitute President Mike Sommers, Stonecourt Capital Partner Rick Davis, Harvard Kennedy School Ash Center Visiting Democracy Fellow Jeanne Sheehan Zaino and States Project Co-Founder Daniel Squadron.

Chapters:
00:00:00 – Balance of Power: Early Edition
00:01:33 – Strait of Hormuz, Energy Security & Rubio’s Middle East Trip
00:02:05 – Strategic Petroleum Reserve & U.S. Energy Policy
00:02:24 – Market Open: Tech Selloff, AI Concerns & Oracle Cuts
00:04:15 – Iran Sanctions Relief Debate & Frozen Assets
00:07:15 – Trump Administration’s Iran Strategy
00:10:30 – Mike Sommers on U.S. Energy Security & Domestic Production
00:16:45 – Supply Chains, Infrastructure & Critical Resources
00:23:00 – Political Roundtable: Iran Deal Implications
00:24:45 – Trump Messaging, Campaign Politics & Economic Narrative
00:32:38 – Space Stocks, SpaceX & Growth Themes
00:35:15 – Market Check: Bonds, Big Tech & Risk Appetite
00:39:02 – Inflation, Affordability & Voter Priorities
00:42:30 – Technology Sector Outlook & AI Spending Questions
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SpaceX shares are looking to bounce back on Tuesday after a three-day selloff wiped off more than $600 billion from the Elon Musk-led rocket and satellite company’s market value. Shares are still up roughly 10% from its $135 initial public offering price. Pierre Ferragu of New Street Research says a cautious AI trade could be weighing on the stock. He speaks on “Bloomberg Surveillance.”
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Allies of Keir Starmer expect him to set out a timetable for his departure as UK prime minister, putting Britain on course for its seventh premier in a decade and paving the way for Andy Burnham to replace him. Starmer being on the brink of leaving office comes after the landslide election victory he secured in 2024, which returned Labour to power after 14 years out of office.

The Opening Trade has everything you need to know as markets open across Europe. With analysis you won’t find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards, Guy Johnson and Tom Mackenzie.

Chapters:
00:00:00 – The Opening Trade
00:00:39 – Market Check
00:02:39 – Starmer Resignation Timetable
00:06:51 – UK Gilts Check
00:08:01 – Brent Crude, Oil Falls
00:09:45 – Easyjet Rejects Castlelake’s Takeover Offer
00:17:31 – Markets Asses Possible Andrew Burnham Gov.
00:31:27 – Stocks Diverge After US-Iran Talks
00:39:29 – Bonds Under Pressure Despite Oil Relief: MLIV
00:43:50 – Danone Buys Australian Dairy Producer
00:47:31 – Stocks to Watch: UK Stocks, Easyjet, Danone
01:04:29 – Keir Starmer’s Future Speculation
01:16:04 – British Pound Price
01:29:55 – Starmer ‘Weighing Political Realities’
01:34:37 – FTSE 100 Check
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Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we’ll tell you what matters for investors in Europe, giving you insight before trading begins.

Allies of Keir Starmer expect him to set out a timetable for his departure as UK prime minister imminently, putting Britain on course for its seventh premier in a decade and paving the way for Andy Burnham to replace him.

The US and Iran made “encouraging progress” in talks on a peace deal and will continue technical-level discussions this week, mediators said, even as President Donald Trump again threatened strikes if Hezbollah keeps attacking Israel.

Oil retreated while global stocks diverged as investors assessed early signs of progress in those diplomatic talks. Brent crude slid to below $79 a barrel after the two sides agreed to a roadmap toward reaching a final peace deal within 60 days.

Today’s guest: Shriya Samarth, EMEA Head of Rates, StoneX

Chapters:
00:00:00 – Daybreak Europe
00:01:56 – Starmer on the Brink With Resignation Plan Expected Imminently
00:07:18 – Markets Assess Possible Burnham Government
00:11:33 – US and Iran Make ‘Progress’ in Talks, Aim to Keep Hormuz Open
00:16:55 – Oil Slides, Stocks Advance After US-Iran Talks
00:20:32 – Peak Internal Combustion Vehicle Fleet Just Years Away
00:23:46 – Starmer on the Brink
00:27:58 – Speculation Mounts Over Starmer’s Future
00:31:19 – Shriya Samarth, EMEA Head of Rates, StoneX
00:36:26 – DongFeng Deal to Make More China Cars in Europe
00:42:11 – Starmer Ally Says UK PM Mulling ‘Realities’ as Pressure Builds
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Nvidia is entering the PC market with a new superchip. With Windows running on the chips, the company is going head-to-head with Intel and AMD, Tom Mackenzie explains.
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