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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“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 – Bloomberg: The China Show opens
00:02:52 – US threatens Iran’s trading partners with sanctions
00:07:50 – US, China said to be extending trade truce
00:10:33 – Chip rout weighs on Asian markets
00:14:30 – SWS Research’s Yi Dong on Alibaba’s share rebound
00:25:51 – SWS Research’s Yi Dong on why he prefers high-dividend stocks
00:28:59 – How Xiaomi’s AI mobile chip stacks up against the competition
00:30:53 – PDD shares slip after a mixed second-quarter earnings report
00:33:51 – China’s IPO boom masks broader market weakness
00:40:52 – Guggenheim’s Anne Walsh on the buying opportunity in US Treasuries
00:47:28 – Will Scott Bessent’s sanctions threat reduce Iran’s leverage over Hormuz?
00:55:45 – Leapmotor’s Michael Wu on the EV maker’s delivery targets
01:09:57 – JLL’s Cathie Chung on why Hong Kong’s luxury residential rents will continue to rise
01:19:53 – Beijing projects resilience despite slowing growth
01:24:25 – How South Korea is using AI to upgrade its cultural exports
——–
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The yield on 30-year US Treasuries hit the highest in almost two decades, reflecting investor angst. Bloomberg News reporters and experts unpack what’s driving the selloff — from government debt to Big Tech’s AI spending binge — and whether it will derail global stock markets.
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Get a jump start on the US trading day with Dani Burger on “Bloomberg Open Interest.” Treasuries extend their rally as Wall Street games out Bessent’s next move ahead of Jackson Hole. Nvidia takes the earnings spotlight as rising costs loom over those results later this week. Canada braces for a long US trade war, while Washington warns an “economic D-Day” is coming for Iran. Plus, Protolabs CEO Suresh Krishna on the manufacturing boom fueled by growing demand across defense, aerospace and data centers.

Chapters:
00:00:00 – Open Interest
00:01:57 – Jackson Hole Preview, Treasury Buybacks, Kevin Warsh & Bond Market Risks
00:05:35 – Nvidia Price Hikes, AI Infrastructure Demand, Memory Chip Shortages & Market Leadership
00:08:18 – U.S.-Canada Trade Breakdown, Tariffs Escalation & Iran Economic Pressure Campaign
00:14:18 – High Interest | Shein IPO Valuation, Shell Asset Sales & Oil Price Risks
00:15:13 – Shein’s IPO Reset, Anthropic IPO Timeline & AI Capital Markets Boom
00:19:43 – JoAnne Feeney Advisors Capital Management | AI Investment Opportunities, Nvidia Outlook, Consumer Stocks & Rising Yield Risks
00:34:24 – Top Calls | Delta Price Target Cut, Canada Goose Double Downgrade & Chipotle Downgrade
00:35:27 – Nvidia’s Pricing Power, AI Data Center Demand & Political Backlash Against AI Infrastructure
00:40:29 – Trump’s Trading Activity, Market Influence & Conflict-of-Interest Debate
00:44:57 – Treasury Buybacks, Fed-Treasury Coordination, Jackson Hole & Kevin Warsh’s Roadmap
00:48:07 – Claudia Sahm New Century Advisors | Treasury Intervention, Inflation Risks, Fed Independence & Policy Communication
00:57:55 – High Interest | Humanoid Robot Games, AI Resume Flood & Trump Family Bank Approval
00:59:12 – Fintech Bank Charters, Stablecoins, OCC Regulation & World Liberty Financial
01:05:14 – Suresh Krishna Protolabs| U.S. Manufacturing Revival, Defense Demand, Data Centers & Supply Chain Reshoring
01:12:42 – Nvidia Earnings Outlook, Anthropic Adoption, Open-Source AI & Compute Demand
01:18:01 – Canada Trade War Escalation, 50% Tariffs & Iran Economic D-Day Strategy
01:21:54 – athy Kriskey Invesco | Copper at Records, AI Infrastructure, Defense Spending & the Debasement Trade
——–
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Joining Bloomberg This Weekend is Bloomberg Radio host of “Masters in Business” Barry Ritholtz and he tells hosts David Gura and Christina Ruffini that Treasury Secretary Scott Bessent’s bond-market moves may provide short-term relief but cannot override persistent inflation, rising debt and the forces setting long-term yields.
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