彭博直播转述美国限制中国数据中心相关逆变器和机器人进口的旧闻

【实时直播转录 · Bloomberg TV+】
来源:Bloomberg TV+(bloomberg 直播间 btv_us) · 标题:Bloomberg TV+
时段:2026-08-04 20:30–21:00(Asia/Shanghai),共 164 段
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[20:30] If it could be a little tighter, but I would also mix.
[20:30] That is coming this week. You need labor costs, So that has been hovering around 2%. I will be watching.
[20:30] Everity earnings on Friday we asked this because the inflation is coming from other places.
[20:30] But it's a tight labor market where potentially workers could ask for higher wages, which is something that john asks for a lot, and some people will argue that.
[20:30] In this cycle, with consecutive supply side shocks to build out AI, the wage inflation.
[20:30] Could follow some of is the leaking indicator.
[20:30] Some sense, but I look at consumer a lot and what I see is not just growth driven by AI.
[20:30] But also growth is telling me that it's slowing.
[20:31] Telling us so and personal income is related to wages.
[20:31] You know, chicken and egg kind of thing as well, you could say it's a ligging indicator, but I would just.
[20:31] Portion of taking it the upper end of the income sphere has been supporting.
[20:31] Of the consumer spending that the stock market has performedformed so well.
[20:31] How do you parse out the average versus the majority of all spending?
[20:31] Well, you look at sensitivities of movements in the markets, for example.
[20:31] What I'm referring to is think about the consumer who actually reacted very positive.
[20:32] And very quickly in the latest consumer confidence report to the decline in oil prices.
[20:32] Tvel plans, services spending actually increased right away. So that tells me consumer is very sensitive on every.
[20:32] Two movements in the market, which also means that if we get an exogenous shock, if we get something a risky.
[20:32] Even in the markets that wealth effect could be a little bit vulnerable.
[20:32] It's clearly very volatile and linked to what's happening with the energy story, but how volatile has the spending been, the output been this year?
[20:32] Strong recently, but if work can't increase.
[20:32] In spectator spots, the highest increase in Atlanta, like Olympic Games in 9.
[20:32] I believe, if you exclude September 11th effect, and I think it will reverse. so there will be some.
[20:33] VolaIn the second half of the year, I expected it to weaken and that's a long time the calling in the labor market you're anticipating too.
[20:33] Do you think the door is going to open for the Fed officials to keep things on hold?
[20:33] SpG Waller, which was obviously a very hawkish speech. You know, I was paying attention to his assessment of the.
[20:33] Mar and two things he said. One is that at the point on the beverage curve, now that we are at.
[20:33] Inflection point, further declines in job openings could lead to increases in the unemployment rate. That is a difference from the 2.
[20:33] 122 episode. and another thing is, again, going back to the wages argument, I think wage growth.
[20:33] At3% every child earnings is consistent with 2% inflation. If that's the case, then why is an ambiguous factor.
[20:34] a fed on hold a reason to sell the long end of the yield curve. right I mean, if I were going to quote Mark cabana, you can't fool the bond Well, the bond is a mess.
[20:34] Right now and it actually of the lack of explanation in the.
[20:34] Reaction function.
[20:34] yieldield curve going higher is more punitive to the economy or a bit more messy than using the front end of the yield curve.
[20:34] To housing market right that is already in a very dire place that is definitely hurting.
[20:34] That part of the economy, at least, I would say that consumer affordability overall definitely is linked to the long.
[20:34] En of the yield curve, and it's already in a very questionable spot.
[20:34] of the conference hike this year yet we could potentially get that deceleration and this is the argument.
[20:35] it's a legitimate argument, I think the issue is it wasn't expressed and he was given fed chair worry.
[20:35] This is the reason why we're on hold is because we're not seeing these incredible pressures. we'll see what we get, but he didn't offer that, so there wasn't a sense of what.
[20:35] Exactly caused them to remain on hold even with those three for the talk that the F has an articulated or communicated reaction function.
[20:35] TheF Chair hasn't plenty on the committee to Yona's point of willing to do completely the opposite and still this morning we've got evidence of that.
[20:35] I love the idea that Jim Bianco said, which is the deent of the new forward guidance and looking at things and essentially that's what we're seeing.
[20:35] Now they're a lot louder payrolls on Friday, the estimate in our survey 80 the range.
[20:35] The lowest 40K unemployment the one to watch share. Can that drift down towards, say, 4% get closer to that.
[20:36] threshold because I imagine that would start to get some officials on the committee nervous that maybe we are closer to that point where this labor market could be a source of inflation.
[20:36] Han't been a big source of inflation over the last year or so, wayss have heldd in, but haven't been fantastic, maybe that changes if things continue with this rate.
[20:36] AndThat's why people are saying there could potentially be quite a big reaction, not just to the overall jobs number, but also under.
[20:36] When you take a look at wages, when you take a look at the jolts data today and the quits rate that's going to matterp claims pay of.
[20:36] Lab market data the week's get an update on news elsewhere this morning with brief has more He Hey John you the Trump administration is.
[20:36] ban on import of data center components from China Reuters reporting the proposed bans China.
[20:36] 🎼ware or data critical from centers critical to the AI boom.
[20:36] Moobile and Chevron for their soaring profits as oil prices surged during the war in Iran, Trump said the biggest US oil companies.
[20:37] oteMaking too much money and urging them to give some of that back to the public and cut retail gasoline prices.
[20:37] The mayor is revamping the mayor's fund to advance New York City dismissing longstand business and civic leaders.
[20:37] 🎼On thepro philanthropic, the administration will reveal the new board later this year and that is yourberg.😊
[20:37] 🎼Appreciate it Up next we'll set you up for the day and the week ahead and we'll catch up with Eric Cantor of Molls and a company on the volatile year for market.😊
[20:37] It's a ahead of midterm elections later this fall.
[20:38] In case you missed it on bloomberg crypto is the end here forbase your new company to become full.
[20:38] F integrated financial firm that ends up competing with the firm that you came from.
[20:39] The everything Exchange we want to be a one stop shop where you can trade stocks, commodity futures, crypto, we either have.
[20:39] Or are going to want to try to build it so we see the entire financial industry as both partners and potentially competitors because the future.
[20:39] Finance is going to run on crypto rails and Coinbase has been a leader in that regard, so we see an inevitable convergence.
[20:39] Between traditional finance and crypto, efficiencies and benefits.
[20:39] 🎼Yeah.
[20:39] 🎼
[20:40] 🎼From the world.
[20:40] 🎼Politics to the world of business, Joe Matthew and Ka liness deliver news insight and analysis live two times a day.
[20:40] Every trading day, balance of power at one and five Eastern only on bloomberg the world's business.
[20:40] Financial news, whenever and where I write happens I michael mKee at mount Everest and this is boomberg.
[20:40] We don't want to talk about oil, but it's there we've had a policy shock because we've had to price.
[20:40] Going from a dovish fed now to a hawkish fed to now to an uncertain fed that might be losing control of the long end of the yield curve.
[20:40] And yet we're still in an environment where you have earnings growth continuing to rise That Dawson of new Wedge wnk in on the market a tech driven.
[20:41] 🎼Taking us to around1/10th of1% away from all time highs on the S&P Eity futures this morning up another third on the NA.
[20:41] 🎼100 up by one full percentage point talk tons about the jobs market in the last 10 minutes or so. this economy, the data in the.
[20:41] 🎼24 hours I said manufacturing quite fantastic just yesterday, helping drive yields tire, check out twos10s and 30s this morning.
[20:41] 🎼On10 still around 470 on 30s yield still higher too by around 521 up to 521.
[20:41] 🎼We're done about a basis point on the session, but still up there near the highs of the year Yeah ultimately how much is this an issue of fed inflation credibility?
[20:41] As we were hearing yesterday from mark aana, how much is this just the incredible momentum at least that we're seeing in the earnings 86% of companies5?
[20:41] So far the expectations at the highest level in five years with earnings growth of some 30% and when you see these numbers.
[20:42] That is also why people point to some of the higher yields we' seeing backdrops been pretty resilient. So far this economy, let's get some single names the morning move has more.
[20:42] High, including palent here up more than 15%.
[20:42] In the pre store 149% prompting the company.
[20:42] To lift its full year outlook yet again, another earning story is caterpillar, those shares up nearly 12%.
[20:42] In the pre market after delivered an enormous beats, yes ai data center demand is helping to fuel its power business.
[20:42] goes beyond that with management saying that it has a growing backlog across all three of its major businesses that includes power.
[20:42] Construction and mining lining up perfectly with what we heard yesterday in that ism report that came in stronger than expected.
[20:42] And Wayfair shares also soaring up 18% after the company delivered its strongest U.. sales growth since 20.
[20:43] 21 the online retailer now has physical stores and it says that along with its high end brand are attracting new customers.
[20:43] So that could suggest people who are used to going to a restoration hardware maybe trading down to wayfairre or just leads.
[20:43] More into this idea that the high end consumer is very strong well everyone else just has to be selective, johner upline close to 20%.
[20:43] 🎼Thank you appreciate it as we can you down to the cache open about 43 minutes away your training diary looks like this, 1ham Eastern Time, Jod State to look out for that after the close.
[20:43] 🎼SpX and AMD some F speaker mix as well onto tomorrow AP data more F.
[20:43] 🎼More Fed and jobless claims then on Friday, once you know what the rest of the Fed thinks about everything, you'll get some data, The July payroll report.
[20:43] I love it the reaction function is all the fed speaker' getting this week, so it actually has greater cloud than otherwise last wenes than complain when you.
[20:44] I welcome it I mean, honestly we're getting the reaction function just in ds and drabs, he didn't speak, he didn't say anything, they're talking too much.
[20:44] 🎼about this bond marketTs this morning around 420,1s this morning around 470 and 30s around 521.😊
[20:44] We've got some new forecast from JP Morgan in the last 24 hours and they're looking for yields to go even higher, they're looking for 540 on 30s.😊
[20:44] 85 on tens and Barclays say there's room for long term rates to move even higher. What does it mean for this competition for.
[20:44] All this race to raise money joining us now Madison company vice chair and former house majority leader e kter, e, good morning, it's good to see you.
[20:44] competition for capital havenn't seen anything like this for a long, long time. What do you see in your business Look people say that.
[20:44] We are in the biggest investment cycle since the late 1800s, the sort of the pivot into this.
[20:44] Inreible digital infrastructure surge around data centers and really the standing up of new industries almost.
[20:45] I think Mois is somehow downstream from this incredible cycle we're seeing.
[20:45] Listen, the markets are still constructive environment, as you said.
[20:45] Now the resiliency is pretty stunning on the consumer end, although people say it's a case case.
[20:45] Again, I think you've got Washington poise such that it wants to see this growth continue.
[20:45] Given everything else that's going on in the world, we were speaking to Cisco to G2 Patel in the last week or so, and I've been somewhat concerned about where the technology might be heading.
[20:45] For several different reasons, and he asked me if I was still skeptic wood going.
[20:45] The amount of debt that's being issued, the amount of debt that will be issued over the next year and perhaps even beyond, have we entered the more creative stage?
[20:46] That be of concern there's no question number one there's a super cycle for the me county this with.
[20:46] Scalals were seeing management level who come into their jobs every day and say, hey.
[20:46] How are we going to position given this technological revolution that we're facing and given the regulatory environment?
[20:46] I think that there is that it want to transact on the private equity side.
[20:46] Of dialogueo that continues in all kinds of discussions with our sponsor.
[20:46] Cls as well and companies as addict.
[20:46] In the sponsor world about trying to return more capital.
[20:46] So they can return to LP and start a new fund.
[20:47] So it is pretty markets are still looking fairly healthy, as you noted, being an upward trend just in the macro.
[20:47] The market sun out there and people always like to say, will that or won't that impact?
[20:47] Do you think that good corporates are competing for capital with the U.S. government?
[20:47] grade instrument.
[20:47] year I think we're under 100 now, which could.
[20:47] Tell you one of two things, either corporates are getting a lot more healthy or the government's getting a little less.
[20:47] We're in the super cyclee of investment, the preferred choice of financing currently.
[20:48] have this increasing populism around the world that is forcing.
[20:48] And how they're going to figure out to finance the needs of their government by majority of that.
[20:48] in is the Treasury.
[20:48] Liz in theI have far less faith in your Washington.
[20:48] Always found a way to.
[20:48] This economy, the U..
[20:48] Economy is grand intense when you just want to finish the success and the markets are and let's just say the observers.
[20:48] Thing a tantrum they like j Powell, but he's not being like Alan Greens fan, like which way are we going to go point now?
[20:49] In history, markets, B and Washington wakes up.
[20:49] The cost of inaction will become, I think.
[20:49] it does work and it will in this country just based are receivers of what the policy may.
[20:49] erve and.
[20:49] mean and when you're in an election of refined product.
[20:49] But again, it's really about the market months now.
[20:49] That this conflict in the Middle East is going to result know that that was comment.
[20:50] Really important stuff in that conversation scene.
[20:50] On the Treasury market an action down in Washington D.
[20:50] have to make the cost of inaction so great that they're willing to expensive.
[20:50] I our defense budget.
[20:50] 🎼Of power are moving in real time to see where the world is headed.
[20:50] 🎼D deep into.
[20:50] 🎼How the world' most exciting rising join the conversation, subscribe to.😊
[20:50] 🎼Iagine on your.
[20:51] What is Mi utopia?
[20:51] 🎼To me, it feels very, very simplified.
[20:51] 🎼Technology in the tools that we're building how there are certainly those.
[20:51] Riss we all potential for greatness that comes with building frontier eyes and.
[20:51] Perhaps where I might disagree or take a different path I have a lot of agency.
[20:51] 🎼Like this period of time we're hands on.
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[20:52] 🎼Huge change in capabilities, the better.
[20:52] 🎼We took this approach where thinking machines.
[20:52] How do you see AI changing?
[20:52] Gaming and game look, I think the biggest thing that I'm thinking about is how do we just make sure.
[20:52] And I'm blown away with how they're using A.
[20:52] IAnd the production price at the same time, I do not think AI will replace.
[20:52] And a new type of development and enables more.
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