On the early edition of Balance of Power, Bloomberg Washington Correspondents Joe Mathieu and Tyler Kendall discuss the latest from the Trump Administration. On today’s show, Groundwork Collaborative Vice President Liz Pancotti, Foreign Policy Adviser to Israeli Prime Minister Benjamin Netanyahu Ophir Falk, Stonecourt Capital Partner Rick Davis, Harvard Kennedy School Ash Center Visiting Democracy Fellow Jeanne Sheehan Zaino and former Republican Congressman Patrick McHeny.

Chapters
00:00:00 Radio Balance of Power: Early Edition
00:01:51 Market Update Ahead of Nvidia Earnings
00:04:20 Inflation Data & the Fed’s Next Move
00:05:52 Jackson Hole, Debt & Sticky Inflation
00:07:07 Iran, Canada & Inflation Risks
00:09:14 AI Data Centers Add to Price Pressures
00:11:55 Data Centers Become a Political Issue
00:13:39 Political Panel on the Data Center Backlash
00:17:30 Are Data Centers Really Creating Jobs?
00:19:00 Market Update: Nvidia & Inflation
00:20:40 Iran, Oman & the Strait of Hormuz
00:21:43 Netanyahu Adviser on Economic Pressure Against Iran
00:23:58 Israel Keeps Military Options on the Table
00:25:17 China, Iranian Oil & U.S. Sanctions
00:26:23 Israel’s Outlook on Hamas & Gaza
00:29:07 Political Panel on Iran’s Military Rebuilding
00:30:44 Can Economic Pressure on Iran Actually Work?
00:34:52 South Carolina Runoff & Trump’s Endorsement Power
00:35:40 Patrick McHenry on Trump’s Influence in the GOP
00:40:11 Canada Tariffs, Manufacturing & Midterm Politics
00:42:53 America’s $40 Trillion Debt Problem

——–
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Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Scarlet Fu, Isabelle Lee, Carol Massar and Joe Deaux.
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Odd Lots: The Nigerian oil refinery that could reshape Africa

Earlier in August, it was reported that Nigeria’s Dangote Refinery secured a $1 billion underwriting for its upcoming stock market listing, which is set to become Africa’s largest IPO.

Joe Studwell, the author of How Africa Works: Success and Failure on the World’s Last Developmental Frontier, joins Tracy Alloway and Joe Weisenthal on the Odd Lots podcast to unpack Africa’s economic growth and what it takes to sustain ongoing productivity.
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ECB President Christine Lagarde is expected to step down from her role before her eight-year term ends in October 2027, the FT has reported. Bloomberg’s Francine Lacqua explains.
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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.

Chapters:
00:00 Nvidia Earnings, PCE Inflation and the Fed’s Next Move
07:52 Fed’s 2% Inflation Target Is Losing Meaning — Marvin Loh, State Street
19:18 US Pressure on Iran Ultimately Runs Through China — Col. Wayne Sanders (Ret.)
34:01 Nvidia’s Biggest Question Is Who’s Paying for AI — Sarah Kunst, Cleo Capital
40:50 Long-Term Bonds Are Finally Paying for the Risk — Andrew Balls, PIMCO
53:56 AI Adoption Is About to Show Up in Earnings — Dan Skelly, Morgan Stanley Wealth Management
1:05:20 Treasury Would Need to Go Eight Times Bigger — Tobin Marcus, Wolfe Research
1:18:33 Why MLS Teams Can Be Worth More Than Premier League Clubs — Mark Ein, Capitol Investment Corp.
1:30:20 Six Years Above 2% Is Testing Fed Credibility — Conrad DeQuadros, Citi Wealth
1:43:06 AI Buildout Is Moving From Cash Flow to Debt — Tracie McMillion, Wells Fargo Investment Institute
1:55:20 Nvidia Nears the Line Between Funding and Creating Demand — Jay Goldberg, Seaport Research Partners
2:01:01 US Core PCE Rises 0.2% in July, Consumer Spending Stalls — Michael McKee, Bloomberg
2:07:13 Fed Can Credibly Avoid Hiking on Cooler Data — Stephanie Roth, Wolfe Research
2:20:11 AI Boom Is Leaving Workers Feeling Left Behind — Mark Lehmann, Citizens Commercial Bank
——–
Watch it live every week day from 6-9 ET on Bloomberg Television, YouTube, Roku, Apple TV, Samsung TV, Android TV, Rakuten TV.

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