On the early edition of Balance of Power, Bloomberg Washington Correspondents Joe Mathieu and Kailey Leinz discuss the latest from the Middle East. On today’s show, former Republican Congressman Patrick McHenry, Stonecourt Capital Partner Rick Davis, Harvard Kennedy School Ash Center Visiting Democracy Fellow Jeanne Sheehan Zaino and CIBC Private Wealth Senior Energy Trader Rebecca Babin.

Chapters
00:00:00 Balance of Power: Early Edition 
00:00:55 Oil, PPI & the Fed Rate Outlook
00:02:14 Markets & S&P 500 Record High
00:03:54 U.S.-Iran Tensions & Strait of Hormuz
00:05:01 Treasury Auction Hits Highest Yield Since 2001
00:07:04 U.S. Weapons Stockpiles & Drone Production
00:07:36 Karoline Leavitt’s Departure from the White House
00:08:49 Patrick McHenry on Bonds, Debt & the Economy
00:11:51 CLARITY Act, Stablecoins & the Banking Industry
00:16:09 Capital Gains Tax Relief & Midterm Messaging
00:20:45 Data Centers Become a Midterm Election Issue
00:22:20 Political Panel on Data Centers & Utility Costs
00:24:17 Bipartisan Backlash Against Data Centers
00:27:07 Data Center Moratoriums & the 2026 Elections
00:27:57 “Bring Your Own Power” & Data Center Regulation
00:29:29 Power, Water & the Future of Data Centers
00:32:34 Bonds, Inflation & Another S&P 500 Record
00:34:34 What’s Driving the “Everything Rally”
00:36:42 AI, Stocks & the Goldilocks Market
00:38:53 Rebecca Babin on the Oil Market
00:40:55 Why Oil Traders Are Taking Profits
00:42:16 China’s Role in Global Oil Demand
00:43:46 Refinery Risks, Diesel & Fuel Prices
00:47:21 U.S. Military Presence in the Middle East
——–
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The US consumer price index rose by 0.2% which was bang in line with forecasts. Prices rose by 2.5% from a year earlier, matching the slowest pace since March 2021. Energy, gas and grocery prices all fell on the month. This likely eases pressure on the Federal Reserve to raise interest rates. Michael McKee reports.
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N. Chandrasekaran’s resignation has thrust succession planning at the Tata Group into the spotlight at a time of heightened geopolitical uncertainty. Speaking to Paul Allen on Insight with Haslinda Amin, Kavil Ramachandran of the Indian School of Business said leadership transitions are best avoided when conditions are unstable.
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Stocks and bonds rise and oil drops as the US and Iran pause strikes for a third straight night. Investors brace for a busy week of tech earnings and rate decisions from the Federal Reserve, the Bank of England and the Bank of Japan. Kallum Pickering of Peel Hunt discusses price pressures amid geopolitical uncertainties ahead of rate decisions.

Chapters:
00:00:00 – Bloomberg Brief Begins, Opening Headlines
00:00:43 – Global Markets Check: Asia Rebounds
00:02:06 – Europe Markets & Falling Energy Prices
00:03:28 – Oil, Bonds & Market Outlook
00:04:59 – First Look Movers: Forte, AstraZeneca, & Trip.com
00:06:13 – Fed Rate Decision Preview & Geopolitical Risks
00:09:01 – China’s CXMT Soars After Record IPO
00:10:47 – Nvidia, OpenAI & $500 Billion Data Center Plans
00:12:45 – Middle East Tensions Ease as Strikes Pause
00:15:33 – Trending on the Terminal
00:16:59 – Nvidia’s CEO Jensen Huang on AI’s Next Decade
00:20:22 – Front Page News
00:21:34 – Market Reset: Oil, Earnings & Futures
00:23:23 – First Look Movers Update
00:24:43 – Kallum Pickering, Peel Hunt Chief Economist, on the Fed, Inflation & AI
00:32:44 – Trending on the Terminal
00:34:31 – Middle East Update & Netanyahu Visit
00:38:07 – Updates on Shipping Through the Strait of Hormuz
00:40:37 – Nvidia Financing Deal & China’s Chip Challenge
00:42:50 – Week Ahead: Fed, BOE, BOJ & Big Tech Earnings
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“Bloomberg: The Asia Trade” brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg TV is live from Tokyo and Sydney with Shery Ahn and Haidi Stroud-Watts, getting insight and analysis from newsmakers and industry leaders on the biggest stories shaping global markets.

Chapters:
00:00:00 – Bloomberg: The Asia Trade begins
00:02:12 – Subdued US core inflation eases pressure on Fed
00:06:08 – Asian stocks poised to gain on benign US inflation
00:12:46 – Tencent quickens AI spending
00:19:27 – IEA warns of oil supply squeeze as Iran war escalates
00:29:02 – TD Securities’ Molly Brooks on US inflation
00:33:24 – Yardeni Research’s Ed Yardeni on AI trade
00:36:35 – BIG TAKE: Workers are teaching AI-powered robots to take over their jobs
00:41:30 – BREAKING: Japan’s July producer prices rise 7.2% Y/Y; est. +7.4%
00:42:23 – BNY says katsu curry shows true yen weakness
00:43:44 – S&P 500 closes near record high on tame inflation
00:46:48 – Markets open in Japan, South Korea and Australia
00:50:44 – Pictet Asset Management’s Arun Sai on market strategy
01:02:18 – Iran: Military shifting to ‘offensive doctrine’
01:06:21 – IEA warns of oil supply shortfall
01:12:00 – Tencent’s capital expenditures soar 176% Y/Y
01:15:34 – Hon Hai’s 2Q profit beats on AI spending surge
01:20:58 – Lotus Asset Management’s Hao Hong on China’s earnings, markets
01:31:39 – Former Chinese Premier Zhu Rongji dies at 97
——–
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