伊朗与美国立场强硬，eToro加密收入不及预期

ANNOUNCER: THIS IS "BLOOMBERG BUSINESSWEEK DAILY." REPORTING FROM THE MAGAZINE THAT HELPS GLOBAL LEADERS STAY AHEAD. WITH INSIGHT ON THE PEOPLE, COMPANIES, AND TRENDS SHAPING TODAY’S COMPLEX ECONOMY. PLUS, GLOBAL BUSINESS, FINANCE, AND TECH NEWS AS IT HAPPENS. "BLOOMBERG BUSINESSWEEK DAILY" WITH K CAROL MASSER AND TIM STENOVEC. LIVE ON BLOOMBERG RADIO, TELEVISION, AND BLOOMBERG ORIGINALS. TIM: A VERY GOOD AFTERNOON, EVERYONE.

WELCOME TO "BLOOMBERG BUSINESSWEEK DAILY." ON THIS TUESDAY, AUGUST 11, 2026. I’M TIM STENOVEC. CAROL MASSER IS OUT TODAY. WE’VE GOT CHRISTINA HERE IN HER PLACE. SHE’S MANAGING EDITOR OF THE MARKETS LIVE BLOG ON THE TERMINAL. IT IS A PERFECT DAY FOR YOU TO BE JOINING US BECAUSE THERE’S A LOT THAT’S ON OUR RADAR. KRISTINE: THERE IS A LOT, TIM. I MEAN, TALK ABOUT NVIDIA FINANCING AND A QUESTION ABOUT CIRCULAR FUNDING AND OF COURSE THE LATEST DEVELOPMENTS ON THE U.S.-IRAN DEAL.

IS THERE A DEAL, IS THERE NO DEAL? WHAT IS HAPPENING? AND LOTS OF STORIES OF COURSE, WHAT RETAIL INVESTORS ARE DOING WITH E.T.F.’S. I MEAN, SO MUCH TO TALK ABOUT. TIM: YEAH. THIS IS EXACTLY WHAT WE’RE DOING OVER THE NEXT HOUR. AS FAR AS MARKETS LOOK, STOCKS ARE UNDER A LITTLE BIT OF PRESSURE. AHEAD OF THAT KEY INFLATION REPORT TOMORROW. WE’VE GOT OIL HIGHER AS TRADERS PARIS THE LATEST COMMENTARY COMING FROM IRAN. YOU MENTIONED THAT WE’RE DIGGING IN THERE A LITTLE BIT.

JOSH WIN GROVE IS GOING TO BE JOINING US IN JUST A FEW MINUTES, HE’S GOING TO HELP US MAKE SENSE OF WHAT EXACTLY IS HAPPENING IN THE STRAIT OF HORMUZ. THIS AS PRESIDENT TRUMP SAYS IT’S 100% OPEN. IRAN SAYS IT’S SHUT. ALSO, CHRISTINE MENTIONED THAT HUGE $500 BILLIONS IN FUNDING THAT NVIDIA SPOKE ABOUT YESTERDAY. WE’RE LEARNING MORE ABOUT WHAT THAT FUNDING ACTUALLY LOOKS LIKE AND ALSO WHAT IT’S DOING FOR SHARES OF ALTERNATIVE ASSET MANAGERS.

SO WE’RE GOING TO BE SPEAKING ABOUT ALTERNATIVES WITH JPMO JPMORGAN’S AARON, HE’LL BE JOINING US IN A FEW MINUTES. AND THE C.E.O. OF ETORO IS GOING TO STOP BY, A CHECK ON WHAT EXACTLY RETAIL INVESTORS ARE DOING ON THE PLATFORM. RIGHT NOW. ALL THAT AND MORE COMING UP OVER THE NEXT HOUR HERE ON "BLOOMBERG BUSINESSWEEK DAILY." FIRST UP, A CHECK OF THE DAY’S TRADE WITH CHARLIE PELLETT. CHARLIE: HELLO THERE, TIM AND CHRISTINE.

WE ARE IN A HOLDING PATTERN AHEAD OF THE C.P.I. REPORT TOMORROW MORNING. IT DROPS 8:30 AMAZON. WE’LL HAVE THE NUMBER FOR YOU, SPECIAL COVERAGE, LOTS OF REACTION, EVERYBODY’S GOING TO BE TALKING ABOUT THAT TOMORROW MORNING. RIGHT NOW, THE S&P TRADING LOWER, LITTLE CHANGED. STILL CLOSE TO A RECORD BUT, YES, LOWER, DOWN 18, NOW. 7734 ON THE S&P. DOWN BY ABOUT .2%. INVESTORSRY ARE HE TRAINING FROM MAKING BIG BETS. THE DOW NOW BY 100 EVEN, A DROP OF .2%.

NASDAQ COMPOSITE DOWN 146, FOR THIS NASDAQ, A DECLINE OF .5%. NASDAQ 100 INDEX DOWN .3%. THE BLOOMBERG MAG-7 INDEX DOWN NOW BY .7%. HOWEVER, THE SOX, THE PHILADELPHIA STOCK EXCHANGE SEMICONDUCTOR INDEX, HOLDING ONTO A GAIN OF .4%. THE TWO-YEAR, 4.22%. THE 10-YEAR AHEAD OF C.P.I., 4.68%. THE 30-YEAR, 5.23%. GOLD, 4367 THE OUNCE. DOWN .5%. WEST TEXAS INTERMEDIATE CRUDE UP 1.3%. $83.18 A BARREL. BRENT PUSHING HIGHER AS WELL, $88.78 FOR BRENT, UP BY 1.2%.

CALIFORNIA’S ATTORNEY GENERAL CALLING REPORTS OF PARAMOUNT SKYDANCE PLANS TO LEAVE THE STATE, IF ITS TOP LAWYER DOES NOT SETAL LAWSUIT, CHALLENGING THE COMPANY’S PLANNED MERGER WITH WARNER BROS. DISCOVERY, IS A BLACKMAIL, THAT IN A POST ON SOCIAL MEDIA. NOW, A SOURCE OF PARAMOUNT’S BOARD HAS APPROVED A POSSIBLE MOVE FROM CALIFORNIA AS EARLY AS OCTOBER 1. TODAY WE’RE SEEING PARAMOUNT SKYDANCE SHARES DOWN .6%. WARNER BROS.

DISCOVERY UP BY 1.1%. FOR ON-DEMAND NEWS 24 HOURS A DAY, SUBSCRIBE TO BLOOMBERG NEWS NOW WHEREVER YOU GET YOUR PODCASTS. I’M CHARLIE PELLETT. AND THAT IS A BLOOMBERG BUSINESS FLASH. TIM: CHARLIE PELLETT, THANK YOU FOR THAT UPDATE. WE’RE OF COURSE GOING TO BE CHECKING IN WITH CHARLIE THROUGHOUT THE NEXT HOUR. FOR THE LATEST, COMING FROM THE MARKETS, AND BUSINESS NEWS. ON THAT, IF YOU WANT TO TALK TO CHARLIE, IF YOU WANT TO TALK TO US, IF YOU HAVE QUESTIONS FOR ANY OF US, YOU CAN ASK US QUESTIONS.

OUR GUESTS TOO. GO TO BLOOMBERG.COM/ASKRADIO. THIS IS EXCLUSIVELY AVAILABLE TO SUBSCRIBERS OF BLOOMBERG.COM AND THE BLOOMBERG TERMINAL. WE GOT A GREAT SPECIAL COMING UP ON RARE EARTH AND CRITICAL MINERALS IN THE 4:00 P.M. HOUR. GREAT GROUP OF FOLKS JOINING US. ASK QUESTIONS ABOUT THAT. BLOOMBERG.COM/ASKRADIO. I THINK TRADERS ARE ASKING QUESTIONS ABOUT WHAT’S HAPPENING IN THE STRAIT OF HORMUZ. WE’RE GETTING CONFLICTING SIGNALS.

PAKISTAN’S DEFENSE MINISTER SAID THE U.S. AND IRAN ARE, QUOTE, CLOSE TO SOME SORT OF ARRANGEMENT OVER THE STRAIT OF HORMUZ. EVEN AFTER BOTH SIDES APPEARED TO HARDEN THEIR POSITIONS IN THE LONG DEADLOCK NEGOTIATIONS. MEANTIME, IRAN SAYS THE STRAIT OF HORMUZ REMAINS SHUT UNTIL IRAN’S CONDITIONS ARE MET. AND A REMINDER, JUST YESTERDAY, FROM THE OVAL OFFICE, THE PRESIDENT SAID THE STRAIT IS, QUOTE, OPEN NOW, QUOTE, THE U.S.

IS THE ONLY ONE THAT HAS CONTROL OF HORMUZ AND, QUOTE, WE CONTROL THE STRAIT 100%. JOSH WINGROVE IS GOING TO HELP US MAKE SENSE OF THIS FOR US. HE’S BLOOMBERG NEWS WHITE HOUSE REPORTER AND JOINS US FROM THE WHITE HOUSE. SO, JOSH, CLEARLY VERY DIFFERENT THINGS ARE HAPPENING. BASED ON WHAT THE PRESIDENT, YOU KNOW, GIVEN WHAT THE PRESIDENT IS SAYING OR THE OIL MARKETS ARE TELLING US. WHAT IS HAPPENING IN THE STRAIT RIGHT NOW?

JOSH: I MEAN, YOU GUYS SAY THAT I CAN HELP YOU MAKE SENSE OF IT. I LIKE TO UNDERPROMISE AND OVERDELIVER. SO LET’S JUST MAYBE DIAL THAT BACK HERE. I DON’T THINK ANYONE REALLY KNOWS. CLEARLY THE RISK FACTOR FOR A LOT OF SHIPPERS ARE TOO HIGH. THAT’S WAY WHY WE SEE THESE WEATHERVANE STATEMENTS FROM THE PRESIDENT. WHEN THE PRESIDENT BOTH WAS DOWN PLAYING THE CURRENT STANDOFF, SAYING HE’S COMFORTABLE WITH THE STATUS QUO IN THE STRAIT, AND MOVING THE GOAL POST AND SAYING THAT, HEY, NOW I WANT SORT OF COMPENSATION TOO OR REPARATIONS OF SOME KIND AFTER REPORTS THAT IRAN WAS SEEKING THE SAME.

SO WE HAVE THIS SORT OF DUELING GOAL POSTS SHIFTING. THE PRESIDENT BACKING OFF HIS THREATS INTEREST A WEEK AGO TO SORT OF, YOU KNOW, HOVER HIS FINGER OVER THE BUTTON OF SOME MASSIVE NEW OFFENSIVE BY AMERICAN MILITARY FORCES. AND SO WE SEEM LIKE WE’RE IN THE STATUS QUO FOR A LITTLE BIT AND THAT’S WHY PEOPLE ARE READING INTO THE PAKISTANI GOVERNMENT STATEMENT SO MUCH. IS THAT SORT OF ROSE-COLORED GLASSES ON THEIR PART?

SORE THIS CUTTING THROUGH THE POSTURING AND POSITIONING OF THE TWO SIDES? WE CINCY DON’T KNOW. BUT FOR -- WE SIMPLY DON’T KNOW. BUT FOR PRESIDENT TRUMP, THE STAKES CONTINUE TO BE HIGH. POLLING REMAINS VERY LOW. GASOLINE PRICES ARE HIGH. AND HAVE BEEN SORT OF TRENDING UPWARDS. REMEMBER, TREASURY SECRETARY SCOTT BESSENT WAS TALKING ABOUT $3 GASOLINE BY MIDDLE OF SEPTEMBER. WE ARE A LONG WAY FROM THAT. SO THE RISK OF COURSE FOR THE PRESIDENT IS THE REPUBLICANS WILL PAY A POLITICAL PRICE COME NOVEMBER IN THOSE MIDTERM ELECTIONS, IF THINGS DON’T COME TO S SOME SORT OF NORMIZATION SOON.

BUT TRUMP IS INSISTING IT’S THERE. KRISTINE: INTERESTING. YOU MENTIONED, THAT’S SUCH A GOOD POINT, RIGHT, THERE’S A LOT OF DOMESTIC PRESSURE FOR THE PRESIDENT TO GET A DEAL DONE BEFORE THOSE MIDTERMS. HOW MUCH PRESSURE IS HE UNDER AND WHAT COULD BE THE RISK IF THERE IS NO CONCRETE DEAL BY THE TIME WE GET TO NOVEMBER? JOSH: IT’S A LOT OF PRESSURE AND I THINK THERE’S NOTABLE COMMENT, PRESIDENT TRUMP TALKS A LOT. IT’S MY JOB TO TRY TO KEEP UP WITH IT.

I DON’T ALWAYS SUCCEED. I DON’T KNOW HOW ANYONE REALLY DOES. BUT ONE THING HE SAID TO PUNCH BOWL I BELIEVE A DAY OR TWO AGO WAS, DOWN PLAYING THE ROLE THAT HE WILL PLAY IN THE MIDTERM ELECTIONS AT A TIME WHEN THE WHITE HOUSE HAS BEEN TEASING THAT HE WOULD GET OUT ON THE ROAD MORE AND START CAMPAIGNING FOR FOLKS AND TRUMP SAYING, LOOK, I WON MY ELECTION AND THESE COLLEAGUES, THESE CONGRESSIONAL COLLEAGUES, IT’S UP TO THEM TO WIN THEIRS.

THAT COULD BE, YOU KNOW, TRUMP. THAT COULD BE AN OFFHAND COMMENT BUT IT COULD ALSO BE A SIGN THAT HE’S STARTING TO DISTA

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