US equity futures rise after chipmakers rebound. US Treasury Secretary Scott Bessent’s plans to isolate Iran risks heightening tensions between the US and China, Tehran’s main trading partner. Billionaire investor Stanley Druckenmiller criticizes Bessent’s plan to spend billions buying back US bonds. Canada is set to announce a range of measures to protect its workers and businesses from 50% US tariffs. Henry Allen of Deutsche Bank sees market risks on the upside amid a borrowing binge in the AI sector.

Chapters:
00:00:00 – Bloomberg Brief Begins; Top Stories & Global Markets
00:00:54 – Global Market Check, European Stocks Rise as Oil Prices Fall
00:02:33 – US Futures & Nvidia Earnings Preview
00:04:03 – First Look Movers: Nvidia, Dick’s & Melrose
00:05:16 – China Defends Iran Ties as U.S. Sanctions Pressure Builds, China, Iran & the Trump-Xi Summit
00:10:07 – Canada Prepares Response to 50% U.S. Tariffs
00:14:13 – Trending on the Terminal
00:15:58 – Strait of Hormuz & Global Energy Supply, How Gulf States Are Bypassing Hormuz, How Energy Majors Are Managing Hormuz Risk
00:19:30 – Front Page News
00:21:01 – Markets Update
00:22:36 – First Look Movers: Nvidia, Dick’s & CD Projekt
00:24:18 – Henry Allen, Deutsche Bank Macro Strategist, on Drunckenmiller vs. Bessent – Bonds, the Fed & Markets, What Markets Want From Jackson Hole
00:31:16 – Trending on the Terminal
00:32:33 – Iran Warns of Retaliation Against U.S. Economic Pressure
00:37:54 – Volkswagen’s Job Cuts and Turnaround Battle
00:42:05 – What to Watch
——–
More on Bloomberg Television and Markets

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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, former US Ambassador to Ukraine John Herbst, Maywood Strategies Principal Douglas Farrar, Jersey 1st Founder and President Rosemary Becchi and Bloomberg Opinion Columnist Kathryn Edwards.

Chapters
00:00:00 Radio Balance of Power: Early Edition
00:02:09 Market Update After Nvidia’s Blowout Earnings
00:04:41 Texas Senate Race & Trump’s Push for Ken Paxton
00:05:46 Data Centers Become a Key Texas Election Issue
00:09:48 Russia Prepares to Escalate the War in Ukraine
00:11:01 John Herbst on Russia, Ukraine & NATO Risks
00:13:32 Ukraine’s Air Defense & Russia’s New Offensive
00:17:32 Venezuela Oil, Iran & Economic Sanctions
00:19:04 Market Update: Nvidia Powers Stocks Higher
00:19:36 Trump Speaks From the Oval Office
00:20:51 Trump Renames Lake Ontario “Lake America”
00:22:39 Trump Escalates His Trade Fight With Canada
00:26:16 Trump on Putin, NATO & Mail-In Voting
00:27:58 Iran, Russia & the Strait of Hormuz
00:30:13 Trump Heads to Texas to Back Ken Paxton
00:32:12 Political Panel on the Texas Senate Race
00:33:20 Data Centers & the Midterm Election Backlash
00:39:10 Market Update: Nvidia Surges After Earnings
00:41:13 Jackson Hole & Kevin Warsh’s Big Fed Speech
00:42:30 Fed Independence & the Lisa Cook Fight
00:44:34 What Markets Need to Hear From Kevin Warsh
00:46:30 America’s $40 Trillion Debt Problem
00:49:22 Beef Prices, Tariffs & Consumer Affordability
——–
More on Bloomberg Television and Markets

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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 Fed Inflation Fight, Bond Yields and Nvidia’s AI Boom
03:37 Fed Will Cut Rates Before It Hikes — Peter Tchir, Academy Securities
19:52 Countries Need to Prepare for More Energy at Home — Peter Tchir, Academy Securities
31:09 Google’s TPU Opportunity Is Still Underappreciated — Shweta Khajuria, Wolfe Research
40:15 It’s Probably Time for the Fed to Do More — Claudia Sahm, New Century Advisors
53:40 Treasury Supply Angst May Already Be Priced In — Priya Misra, JPMorgan Asset Management
1:07:12 US-Canada Trade Talks Still Have an Opening — Jeannette Lowe, Strategas
1:19:15 Fed Hike Would Be Important Signal to Market — Patrick Harker, Former Philadelphia Fed President
1:28:33 Fed’s Silence Gives Other Officials More Power — Seth Carpenter, Morgan Stanley
1:42:15 Global Bond Yields Still Have a Lot of Catching Up to Do — Subadra Rajappa, Societe Generale Americas
1:53:20 Munster Expects Nvidia Revenue to Grow by 90% in 2027 — Gene Munster, Deepwater Asset Management
2:05:22 Fed Can’t Shrink Its Balance Sheet Much Further — Mark Cabana, BofA Global Research
2:18:25 5% Treasury Yield Would Be a Buying Opportunity — Matt Orton, Raymond James Investment Management
——–
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Insight with Haslinda Amin, a daily news program featuring in-depth, high-profile interviews and analysis to give viewers the complete picture on the stories that matter. The show features prominent leaders spanning the worlds of business, finance, politics and culture.

Chapters:
00:00:00 – Insight with Haslinda Amin Begins
00:01:21 – Markets on edge ahead of Fed Chairman Kevin Warsh’s Jackson Hole speech
00:01:53 – Fed Balance Sheet Task Force Co-Chair Raghuram Rajan on persistent inflation
00:04:57 – Raghuram Rajan on Fed communication and market confidence
00:16:30 – Nepal flood death toll rises with 1,200 still missing
00:17:09 – Chaudhary Group Chairman Binod Chaudhary on the scale of destruction
00:18:22 – Chaudhary: Rebuilding to cost $5B
00:23:57 – India’s 2Q growth likely slowed on oil, El Niño shocks
00:31:45 – Nepal Finance Minister Swarnim Wagle on rescue and relief operations
00:39:50 – Wagle on Nepal’s long-term rebuilding needs and fiscal challenges
——–
More on Bloomberg Television and Markets

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Wall Street is eagerly anticipating Nvidia’s earnings on Wednesday afternoon, not so much for what the numbers will say about the chip giant, but for what they mean to artificial intelligence investors and the market itself.

Treasury Secretary Scott Bessent’s surprise plan to tamp down US borrowing costs by expanding bond buybacks may have sparked fierce debate about its ultimate effectiveness, but key market metrics and positioning show that it’s having an impact.

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 Anna Edwards, Guy Johnson and Tom Mackenzie.

Chapters:
00:00:00 – The Opening Trade | 8/26/2026
00:01:17 – Bonds Rally, Oil Drops
00:04:20 – Nvidia Results On Deck
00:06:24 – US-Canada Trade War
00:09:04 – Daybook
00:11:53 – AI Spending Tests Markets
00:15:26 – Virginie Maisonneuve
00:21:09 – Need To Know: Dolly Parton, Meta, Russia
00:25:37 – Oaktree’s Madelaine Jones
00:36:05 – Iran, Oman Push for ‘Interim’ Hormuz Reopening
00:37:43 – MLIV
00:41:17 – Stocks To Watch
00:47:30 – The Market Open
00:49:36 – Blackrock’s Wei Li
01:00:04 – Core 6 & Movers
01:03:41 – Bitcoin Optimism Returns
01:07:56 – Italian Banks
01:14:36 – Clare Pleydell-Bouverie of Liontrust
01:23:03 – Exclusive: OpeAI Steps Into Chips Race
01:27:46 – Carney Matches Trump Tariffs
01:31:13 – AI Spending Tests Markets
——–
More on Bloomberg Television and Markets

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