Robert Kaplan, Goldman Sachs vice chair and former Federal Reserve Bank of Dallas president, expects Federal Reserve’s Kevin Warsh to adopt a more neutral tone in his first news conference as chair. Speaking on “Bloomberg Open Interest,” Kaplan also says he sees an “historic” capital expenditures boom in the US.
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US equity futures climb and oil slumps as energy shipments begin to pass through the Strait of Hormuz following the signing of an interim deal between Washington and Tehran. Front-end Treasury yield jumps after Fed Chair Kevin Warsh’s debut news conference. Christopher Hodge of Natixis discusses the potential changes at the Federal Reserve. Bloomberg’s Francine Lacqua speaks to PhysicsX CEO & Co-Founder Jacomo Corbo on AI innovation at the VivaTech conference in Paris.

Chapters:
00:00:00 – Bloomberg Brief
00:00:51 – Global Market Check
00:05:42 – First Look Movers
00:23:23 – First Look Movers
00:24:42 – Trending on the Terminal
00:26:21 – Christopher Hodge, Natixis Chief US Economist
00:36:38 – Jacomo Corbo, PhysicsX CEO & Co-Founder
00:44:23 – What to Watch
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On the early edition of Balance of Power, Bloomberg Washington Correspondents Joe Mathieu and Kailey Leinz discuss the memorandum of understanding between the US and Iran. On today’s show, Center for Strategic and International Studies Director Mona Yacoubian, Bluestack Strategies Founder Maura Gillespie, Bellwether Government Affairs CEO Arshi Siddiqui, former Fed Vice Chair Lael Brainard and Federal Energy Regulatory Commission Chairman Laura Swett.

Chapters:
00:00:00 – Balance of Power: Early Edition
00:02:18 – Market Open: Oil Falls, Stocks Rise, Fed Reaction
00:04:20 – Bloomberg Business Flash: SpaceX Funding & Markets
00:04:55 – Middle East Analysis: Gulf States and the Iran Agreement
00:10:10 – U.S.-Israel Relations and Next Steps for the Deal
00:13:30 – Political Panel: Vance, Trump, and 2028 Implications
00:19:00 – Fed Outlook: Kevin Warsh, Dot Plot, and Rate Hikes
00:23:50 – Interview with Lael Brainard on Inflation and Fed Policy
00:29:00 – Energy Markets: Strait of Hormuz, Oil Supply, and Inflation
00:33:00 – Wall Street Update and Market Movers
00:34:45 – Tech Stocks and IPO Performance
00:39:00 – CoreWeave, AI Infrastructure, and Data Center Demand
00:43:15 – Data Centers, Energy Policy, and U.S. Competitiveness
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Chanos & Company Founder and veteran short seller Jim Chanos says that the AI bubble is much larger than the dot-com bubble of the 90s.

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Iran’s delegation briefly entered the Lake Lucerne Summit meeting room before leaving, reflecting Tehran’s reported refusal to participate in a joint photograph with US officials amid sensitive diplomatic negotiations. Bloomberg News’ Bastian Benrath-Wright’ joins Bloomberg This Weekend to explain that despite the public snub and behind-the-scenes wrangling over protocol, Iranian, US, Qatari and Pakistani representatives later took their seats and proceeded with talks behind closed doors.
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