Dangote Industries President and Chief Executive Aliko Dangote discusses business, investment and Africa’s economic outlook with Bloomberg’s Francine Lacqua at the Qatar Economic Forum UNGA Special Edition in New York in 2026.
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“Balance of Power” focuses on the intersection of politics and global business. On today’s show, Former Defense Secretary Leon Panetta says the state visit delivered “an awful lot of pomp, but not a lot of substance,” pointing to the lack of progress on major issues between the two nations. Democratic Representative Glenn Ivey of Maryland reacts to news that OpenAI alerted more than a dozen organizations that its models may have hacked or disrupted their sites, saying Congress and the White House should be taking emerging AI risks more seriously. National Association of Manufacturers President and CEO Jay Timmons says manufacturers are looking for clearer progress on trade as President Trump and China’s Xi Jinping prepare for more meetings this year.

Chapters:

00:02:00 Bloomberg’s Courtney Subramanian on What the US-China Summit Accomplished
00:05:28 Leon Panetta, Former Defense Secretary, on Trump-Xi Talks and China
00:08:41 Leon Panetta on Taiwan, China and US Policy
00:10:41 Leon Panetta on Prospects for a US-Iran Peace Deal
00:12:14 Leon Panetta on the Midterm Election Outlook
00:14:18 Power Moves: Top Financial Moves
00:17:35 Rep. Glenn Ivey (D-MD) on AI Regulation and Cybersecurity
00:20:37 Rep. Glenn Ivey (D-MD) on Quantum Computing, AI and Data Centers
00:22:25 Rep. Glenn Ivey (D-MD) on the Midterm Campaign
00:24:43 Jay Timmons, National Association of Manufacturers President and CEO, on US Manufacturing and Trade
00:26:21 Jay Timmons on China Trade Deals and Manufacturing Concerns
00:28:26 Jay Timmons on What Manufacturers Want From US-China Trade
00:29:52 Jay Timmons on USMCA and Permitting Reform
00:31:42 Jay Timmons on Manufacturing and the Midterm Elections
00:35:32 Bloomberg’s Joe Lovinger on Can Democrats Flip the Texas Senate Seat?
00:38:33 Political Panel Reacts: Texas Senate Race: Talarico vs. Paxton, Are Political Debates Becoming Less Common?, Trump’s Midterm Campaign Travel Strategy

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US equity futures and Treasuries find some relief as investors await the latest inflation data for a signal on whether the Federal Reserve will raise interest rates next week. US diesel prices rose above $6 a gallon for the first time ever, raising the risk of further energy-driven inflation. The US marks 25 years since the September 11 terrorist attacks. Isabelle Mateos Y Lago of BNP Paribas joins “Bloomberg Brief” to look ahead to the CPI data.

Chapters:
00:00:00 – Bloomberg Brief Begins
00:00:19 – Top News and Headlines
00:00:54 – Global Market Check: Asia Markets: Tech Stocks Slide Ahead of CPI
00:02:07 – European Markets & ECB Rate Expectations
00:03:13 – Treasury Yields Approach 5% & Oil Prices Ease
00:04:45 – First Look Movers
00:06:13 – Inflation, Bond Yields & Market Risks, Bessent Comments & Bank of Japan Independence
00:09:40 – Oil Supply Risks & Strait of Hormuz Tensions
00:12:30 – OpenAI Considers Slowing Cutting-Edge AI Development, Microsoft’s Massive Data Center Expansion Plans
00:14:30 – Trending on the Terminal
00:15:56 – Scotland’s Wind Energy & Data Center Opportunity
00:20:07 – Front Page News
00:21:06 – Markets Update: Treasury Yields, Oil & Equities
00:23:00 – First Look Movers
00:24:16 – Isabelle Mateos Y Lago, BNP Paribas Chief Economist, on CPI Preview & the Fed’s Next Rate Decision, Can Global Markets Handle Higher Bond Yields
00:32:29 – Trending on the Terminal
00:34:04 – Trump, JD Vance & the Republican Convention, Trump and the 25th Anniversary of 9/11
00:39:19 – IEA Warns High Oil Prices Could Destroy Demand, Why Diesel Prices Remain at Record Highs
00:42:00 – What to Watch, 9/11 Commemorations
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On the early edition of Balance of Power, Bloomberg Washington Correspondents Joe Mathieu and Kailey Leinz discuss the latest from DC. On today’s show, Senator Mark Kelly (D-AZ), Stonecourt Capital Partner Rick Davis, Harvard Kennedy School Ash Center Visiting Democracy Fellow Jeanne Sheehan Zaino and Republican Congressman Tim Burchett of Tennessee.

Chapters
00:00:00 Radio Balance of Power: Early Edition
00:02:26 Markets: Treasury Yields Surge Above 5%
00:04:51 Trump-Xi Summit: Trade, Iran & AI
00:05:29 Mark Kelly’s Plan to Protect Workers From AI
00:08:11 U.S.-China AI Competition & Security
00:09:30 China, Russia & Iran
00:11:47 Diesel Prices & the Iran War
00:14:14 Political Panel: AI, Jobs & Washington
00:18:59 Markets: Diesel Export Ban & Rising Oil
00:20:12 Microsoft Expands Its Gulf Investment
00:24:05 AI Safety & Slowing Frontier Models
00:25:08 Who Should Control the AI Kill Switch?
00:27:16 Microsoft, OpenAI & Independent AI Evaluators
00:29:02 Brad Smith on AI Ethics & Safety
00:30:54 Data Centers, Energy & Microsoft’s Climate Goals
00:35:38 Should AI Development Slow Down?
00:38:04 AI Safety vs. Competition With China
00:41:08 Trump-Xi Summit: What to Expect
00:43:25 White House Weighs Diesel Export Ban
00:44:47 Tim Burchett Pushes Diesel Export Controls
00:50:48 Treasury Yields, Debt & Government Spending
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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 – The China Show opens
00:03:06 – China, US discuss AI, investment on second day of talks
00:12:16 – CITIC CLSA’s Shaun Cochran on AI applications across businesses
00:25:46 – HKEX seeks to ease dealmaking rules
00:28:23 – AI trade bolstered by Meta’s Muse agent
00:32:45 – Sinology’s Andy Rothman on what to expect from Trump-Xi talks
00:43:55 – Asian chip stocks surge as Meta’s Muse stokes enthusiasm
00:47:13 – Goldman Sachs’ Iain Drayton on dealmaking in Asia
00:55:22 – USTR Jamieson Greer on managing trade with China
01:01:50 – China calls Trump-Xi summit ‘a milestone’
01:06:33 – Breaking: Alibaba unveils new AI chip
01:09:01 – Silicon Data’s Carmen Li on the challenges of compute procurement
01:19:58 – Exclusive: Vietnamese president says Hanoi is close to US trade deal
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