Mark Zandi, Chief Economist at Moody’s Analytics, says Nvidia is a “juggernaut” and that AI accounts for at least a quarter of economic growth. Zandi thinks AI is already supporting the demand side of the economy and adding modestly to inflation, but clear productivity gains have not yet appeared. Zandi argues those gains are essential to sustaining company valuations. He also expects Federal Reserve Chair Kevin Warsh’s Jackson Hole speech to be relatively quiet and not market-moving. He speaks with Joe Mathieu and Tyler Kendall on the late edition of Bloomberg’s “Balance of Power.”
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Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day than “Bloomberg Surveillance.”

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00:00 Jobs Surprise, Fed Divide and AI Backlash
05:06 Cyclical Weakness Is Starting to Show in Stocks — Chris Verrone, Baird Strategas
20:47 A Quarter-Point Hike Won’t End the AI Trade — Chris Verrone, Baird Strategas
30:43 Small-Bank Deregulation Could Unlock More Lending — Jill Castilla, Citizens Bank of Edmond
41:28 Give Disinflation a Chance Before Hiking — Michael Gapen, Morgan Stanley
54:24 A Hold Could Stabilize the Long End — Priya Misra, JPMorgan Asset Management
1:08:05 Political Pressure Won’t Sway Rate Policy — Priya Misra, JPMorgan Asset Management
1:21:44 Data Center Backlash Could Start Hurting AI Demand — Mark Newman, Bernstein
1:29:11 Almost Nothing Is Driving Disinflation — Frances Donald, RBC
1:39:23 Fed May Need a -100K Print to Rethink Full Employment — Brian Nick, NewEdge Wealth
1:52:36 Fed Could Be Headed for a Historic 6-6 Vote — Jim Bianco, Bianco Research
2:00:39 US Adds 162,000 Jobs, Topping All Estimates — Michael McKee
2:05:39 Inflation, Not Jobs, Will Dictate the Next Rate Move — Stephanie Roth, Wolfe Research
2:16:16 Risk Assets Can Withstand a Rate Hike — Jeffrey Rosenberg, BlackRock
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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.

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00:02:15 – Waller leans toward hold, if inflation improves
00:08:45 – Yen gains on BOJ hike, intervention risks
00:11:50 – OpenAI CEO Sam Altman on AI and autonomy
00:15:40 – OpenAI rolls out GPT-6 Astra model
00:19:04 – Hugging Face Co-Founder and Chief Science Officer Thomas Wolf on Nvidia partnership
00:25:17 – Nomura’s Yujiro Goto on BOJ, yen outlook
00:32:55 – Bathla yet to secure short-term funding
00:35:21 – Bloomberg Intelligence: Bathla debt crisis to intensify housing shortfall
00:39:19 – EXCLUSIVE: Toyota Vice Chairman Koji Sato on auto industry outlook
00:46:46 – Markets open in Japan, South Korea and Australia
00:50:31 – UBS Global Wealth Management’s Suresh Tantia on markets strategy
00:58:43 – Top automakers urge permanent ban on Chinese cars
01:03:35 – EXCLUSIVE: Toyota Vice Chairman Koji Sato on international competitiveness
01:06:35 – Yen posts biggest gain in over a month
01:12:09 – Hinrich Foundation’s Deborah Elms on tariffs, US trade
01:26:26 – OpenAI CEO Sam Altman on the future of AI
01:31:09 – Asia’s top earnings trades aren’t just AI giants
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Bloomberg This Weekend has breaking news that US forces struck three Iranian crude carriers after the Islamic Revolutionary Guard Corps launched ballistic missiles toward two US Navy warships, according to US Central Command. The renewed fighting around the Strait of Hormuz adds pressure to shipping and energy markets as President Donald Trump continues to downplay the conflict as something short of war.
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Federal Reserve Chairman Kevin Warsh warns inflation isn’t meaningfully slowing and said policymakers must be confident that it is, otherwise the central bank has “work to do.” He speaks at the Fed’s annual conference in Jackson Hole, Wyoming.
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