This week, inflation may be edging lower, but as markets push rates higher, the Fed’s 2% inflation target might be a long way off. And, Mexico is building a land-based trade corridor that could give shipping companies more options when traditional channels are disrupted. Plus, as exits slow and borrowing costs rise, the ability of private equity investments to generate returns that beat public markets is less certain. Later, Cuba is promising its biggest market reforms in decades, but investors remain skeptical that the state will truly give up control.

Chapters:
00:00:00 – Inflation Meets Debt
00:10:26 – Charting New Trade Paths
00:23:53 – Private Equity Tested
00:35:32 – Cuba’s Credibility Problem
00:47:36 – Japan’s Currency Intervention
——–
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Lebanon saw its deadliest day of fighting in months, heaping pressure on stalled US-Iran negotiations while Washington preps fresh sanctions. Bloomberg’s Wendy Benjaminson has the latest.
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“Balance of Power: Late Edition” focuses on the intersection of politics and global business. On today’s show, Republican Congressman Darrell Issa of California reacts to President Trump’s threats against Oman, saying the President’s comments should be taken “in context.” Longtime Democratic strategist Jim Messina discusses Florida’s primaries and whether democratic socialist candidates can broaden their appeal ahead of the midterms. Michael O’Hanlon, Director of Research in the Foreign Policy program at the Brookings Institution, assesses the Iran campaign so far, calling some of President Trump’s decisions “impulsive.” Former US Attorney General Alberto Gonzales says Attorney General Todd Blanche is “partly right” in arguing that the Justice Department should not operate independently of the White House.

Chapters:

00:02:30 Bloomberg’s Courtney Subramanian on Iran, Oman, Strait of Hormuz, Trump Scales Back South Korea Military Exercises
00:05:42 Rep. Darrell Issa (R-CA) on Iran & Trump’s Oman Threat
00:08:33 Rep. Darrell Issa (R-CA) on Sanctions, Iranian Oil & China
00:14:12 Power Moves: Top Financial Moves
00:17:23 Jim Messina, Democratic Strategist, on Florida Primaries & Democratic Socialists
00:19:29 Jim Messina on Alaska Sen. Candidate Rejects Kamala Harris Endorsement
00:21:05 Jim Messina on Democrats Reshape the 2028 Primary Calendar
00:25:10 Bloomberg’s Adam Farrar on Trump & Kim Jong Un, US Military Strategy on the Korean Peninsula
00:28:05 Michael O’Hanlon, Director of Research in the Foreign Policy Program at the Brookings Institution, on South Korea’s Role in US Security Strategy
00:29:03 Michael O’Hanlon on What Comes Next in the Iran Conflict?
00:33:11 Michael O’Hanlon on What Would It Take to Overthrow Iran’s Regime?
00:38:08 Alberto Gonzales, Former US Attorney General, on Blanche ‘Not Going to Pledge’ to DOJ Independence
00:42:46 Alberto Gonzales on DOJ’s Role in the Midterm Elections
00:45:06 Alberto Gonzales on Trump’s White House Ballroom & Security Claims
——–
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Get a jump start on the US trading day with Dani Burger on “Bloomberg Open Interest.”AI stocks are back in the driver’s seat as Anthropic’s growth fuels fresh optimism.,Plus, Jane Street takes a stunning $15 billion July loss, its first losing month in a decade.And President Trump pressures Oman and South Korea as the Iran war strains alliances.

Chapters:
00:00:00 – Open Interest
00:01:23 – Anthropic’s 14x Revenue Growth, OpenAI Run Rate, Nvidia Financing & AI Infrastructure Boom
00:04:32 – AI Credit Markets, Hyperscaler Debt Issuance, Private Capital & Data Center Financing
00:09:17 – Trump Threatens Oman, Strait of Hormuz Tensions, LNG Shipping Risks & South Korea Dispute
00:14:40 – High Interest | Jane Street’s $15B Loss, Rising Beef Prices & AstraZeneca Lung Cancer Trial Failure
00:15:32 – AstraZeneca Trial Setback, Lung Cancer Pipeline, Bristol Myers M&A Speculation & Drug Development Risks
00:18:36 – Kristina Hooper Man Group | Inflation Risks, AI Capex Boom, Consumer Weakness, Higher Yields & Market Valuations
00:32:55 – Top Calls | Apple Upgrade, Okta Upgrade & Etsy Initiation at Neutral
00:34:10 – Anthropic Growth, OpenAI Competition, AI Data Center Capacity, Token Pricing & AI IPO Outlook
00:40:00 – Stripe’s OpenRouter Acquisition, AI Infrastructure, Token Economics & Generative AI Monetization
00:44:28 – Walmart, Target, Consumer Health, Dividend Stocks & Retail Earnings Outlook
00:52:26 – Oman Tensions, Iran Negotiations, Strait of Hormuz Shipping & South Korea Military Drills
00:57:37 – High Interest | Barclays Leadership Shakeup, Family Offices Buying SpaceX & Jane Street’s $15B Trading Loss
00:58:34 – Jane Street Losses, Situational Awareness Exposure, AI Investments & Market-Making Risks
01:05:03 – Ali Kashani Serve Robotics | Serve Robotics, Doordash Partnership, Delivery Automation, Robotics Economics & AI Deployment
01:17:21 – Ferrari EV Auction Record, Luxury Auto Demand & Wealth Effects from AI
01:21:44 – Megan O’Connor Nth Cycle | Critical Minerals, U.S. Supply Chain Independence, Battery Materials & China Competition
——–
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Technology stocks lifted global equities after stellar revenue growth at Anthropic PBC bolstered the view that massive spending on artificial intelligence will be sustained.

Fighting between Israel and Iran-backed Hezbollah flared in Lebanon over the weekend, the latest setback in efforts to end parallel wars in the Middle East that have dragged on for almost six months and disrupted global markets.

Israel’s military said Sunday that it killed Abu Hassan Alaa, a senior Hezbollah commander, in southern Lebanon a day earlier. Eleven people died in the Israeli strikes, which Prime Minister Benjamin Netanyahu said were in retaliation for an attack by the militant group that seriously injured three soldiers.

The Opening Trade has everything you need to know as markets open across Europe. With analysis you won’t find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Guy Johnson and Tom Mackenzie.

Chapters:
00:00:30 – Market Check
00:01:22 – The Opening Trade
00:02:06 – Risk of Central Bank Tightening
00:04:45 – Israel Strikes Lebanon
00:07:26 – Copper Price Near Record High
00:09:32 – Riksbank Rate Decision
00:12:41 – Israel Hits Lebanon in New Strikes
00:25:18 – Dollar Weakens
00:34:34 – Alphabet Weighs AUS Dollar Bonds
00:37:22 – Alibaba AI Model Hits 3 Billion Downloads
00:38:59 – It’s Not Looking Great for The Dollar: MLIV
00:49:37 – China July Retail Sales Rises
00:57:17 – Copper Surges Toward Record
01:15:22 – Neura Robotics CEO David Reger
01:20:28 – Dexory CEO Oana Jinga
01:24:24 – Record Heatwave in Belgium
01:26:58 – Talks with Oman Continue on Hormuz: Iran
01:31:08 – Brent Crude, Oil Price
——–
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