Bloomberg Surveillance: Early Edition, live from London and New York. Francine Lacqua, Anna Edwards, Matt Miller, and Kailey Leinz deliver the latest news and analysis on the markets with leaders in global finance and economics. Octavio Marenzi, Founder and CEO of Opimas, says U.S. inflation may hit 10%. Joost Beaumont, Senior Fixed Income Strategist at ABN Amro, says the earliest the ECB will hike is September.

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Anna Edwards, Guy Johnson, Tom Mackenzie and Mark Cudmore break down today’s key themes for analysts and investors on “Bloomberg: The Opening Trade.”
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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
00:05:05 – US envoy says Taiwan stance unchanged after Xi’s state visit
00:05:54 – Breaking: US unveils outcomes of Trump-Xi summit
00:10:59 – Citi Wealth’s Jeanne Sun on why higher rates are here to stay
00:18:50 – Exclusive: Japan’s finance minister on managing yen volatility
00:26:02 – Breaking: China releases August industrial profits data
00:28:03 – Eurasia Group’s Dan Wang on the outcomes of the Trump-Xi summit
00:36:50 – Shein faces first earnings test as a public company
00:41:04 – AI frenzy deepens slump in China consumer stocks
00:47:27 – Hormuz impasse keeps Fed rate-hike bets elevated
00:50:53 – Flattening yield curve triggers recession fears
00:53:01 – US and China release tariff cut lists
00:59:41 – BofA’s Winnie Wu on how China’s AI competition is shifting toward ecosystems
01:11:20 – Exclusive: Japan’s finance minister on why rising yields are temporary
01:19:05 – China’s new tax squads target the country’s billionaires
01:26:22 – Australian Senate summons Altman and Amodei over AI hacking concerns
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The Close brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today’s guests are Vanguard Fixed Income Client Portfolio Manager Rebecca Venter, First Founder & CEO Libby Leffler, Morningstar Senior Equity Analyst David Swartz, Rockefeller International Chairman Ruchir Sharma, Russell Investments President & CIO Kate El-Hillow, AMD CEO Lisa Su & World Labs CEO Fei-Fei Li, JPMorgan Asset Management Executive Director, Global Market Strategist Jack Manley, Adobe Digital Insights Director Vivek Pandya, & SPG Global Managing Director Simon Gallagher.

Chapters:
00:00:00 Bloomberg The Close
00:03:09 Vanguard on Bond Volatility, Fed Hikes & Yield Opportunities
00:05:27 Yield Curve, Credit Markets & Fixed Income Investing
00:09:42 Nvidia’s New AI Security System & $150 Billion Buyback
00:12:14 Meta’s AI Strategy & Enterprise Push
00:14:41 Micron Earnings, Chip Stocks & Nvidia’s AI Investment
00:17:06 Top Calls
00:17:53 Nike Earnings Preview & Turnaround Challenges
00:20:45 Nike’s Inventory Problems, China & Product Innovation
00:22:31 Treasury Yields Hit the AI Boom’s 5% Danger Zone
00:26:21 Higher Rates, AI Debt & Data Center Financing
00:29:19 Market Breadth, S&P 500 Concentration & AI Risk
00:32:45 Boeing Slides on 737 Max 10 Certification Delay
00:35:19 Russell Investments on Higher-for-Longer Rates
00:38:05 Credit Markets, Duration & Portfolio Diversification
00:40:09 Market Concentration & Finding Diversification
00:43:16 Closing Bell
00:46:05 Market Movers: Nvidia, Palo Alto & Kodiak Sciences
00:48:08 MongoDB, Boeing & Meta Lead the Day’s Decliners
00:51:10 AMD to Buy Fei-Fei Li’s World Labs for $8.2 Billion
00:54:01 Fei-Fei Li & Lisa Su on the Future of AI
00:57:15 World Labs, Spatial Intelligence & Robotics
01:03:02 JPMorgan on Rates, Markets & the AI Trade
01:06:08 AMD-World Labs Deal & the AI Investment Race
01:09:13 Broadening the AI Trade Beyond Nvidia
01:11:19 Adobe’s Holiday Shopping Forecast & Consumer Spending
01:14:29 Discounts, Early Shopping & Holiday Deals
01:17:03 AI Shopping Agents Transform the Consumer Journey
01:19:12 WNBA, NFL & MLB Playoff Business
01:22:19 MLB Streaming Rights & the Future of Sports Viewing
01:25:06 Netflix, Live Sports & Media Rights Economics
01:27:20 Sports Streaming, Regional Rights & Fragmentation
01:30:12 What to Watch
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“Balance of Power” focuses on the intersection of politics and global business. On today’s show, AI Now Institute Senior Fellow for Economic and National Security Aya Ibrahim says Nvidia’s new agent safety platform is a notable step, but cautions there is no one-size-fits-all solution to AI security risks, even as companies roll out new safeguards. Cook Political Report Founder and Contributor Charlie Cook says the midterm landscape has deteriorated sharply for Republicans in the past month as energy costs, tariffs and affordability concerns hit voters. Republican Congressman Mike Flood of Nebraska says diesel prices near record highs are putting pressure on Midwest farmers as harvest season gets underway.

Chapters:

00:01:39 Bloomberg’s Skylar Woodhouse on Trump Says Iran War Will End Soon
00:05:35 Power Moves: Top Financial Moves
00:07:42 Aya Ibrahim, AI Now Institute Senior Fellow for Economic and National Security, on AI Safety, Regulation and the Race With China
00:16:52 Charlie Cook, Cook Political Report Founder and Contributor, on Republicans’ Midterm Challenges
00:17:31 Charlie Cook on What’s Driving the Shift in the Midterms?
00:19:13 Charlie Cook on Democrats’ House and Senate Prospects
00:20:36 Charlie Cook on Trump’s Role on the Campaign Trail
00:23:14 Charlie Cook on Diesel Prices and the Political Impact
00:24:49 Bloomberg Government’s Jonathan Tamari on Government-Funded Trump Ads Draw Scrutiny
00:27:46 Political Panel Reacts: Trump’s Government-Funded Ads, Trump’s Upcoming AI Summit, Trump Administration’s Relationship With Anthropic
00:39:27 Rep. Mike Flood (R-NE) on Record Diesel Prices
00:42:17 Rep. Mike Flood (R-NE) on US-China Agricultural Trade
00:43:33 Rep. Mike Flood (R-NE) on Trump’s Midterm Campaign Push
00:44:37 Rep. Mike Flood (R-NE) on Government-Funded Trump Ads
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Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts

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