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俄罗斯无人机袭击乌克兰致27死,特朗普称达成委内瑞拉石油协议

Bloomberg This Weekend | Deadly Strikes in Ukraine, ‘Historic’ Oil Deal, High-end Hybrids

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COMING UP ON BLOOMBERG THIS WEEKEND, OVERNIGHT RUSSIA UNLEASHES A DEADLY DRONE STRIKE ON UKRAINE, KILLING DOZENS NEAR THE CAPITAL,. QUESTIONS REMAIN ABOUT THE CIA DIRECTOR'S SURPRISE VISIT TO MOSCOW THIS WEEK. DAVID: WHAT WE'RE LEARNING AND THE IMPACT ON GLOBAL OIL AND GAS PRICES. CHRISTINA: THE NEED FOR SPEED WHILE STILL GOING GREEN. WHY LUXURY HYDRATES -- LUXURY HYBRIDS ARE PULLING AHEAD.

YOU DON'T CARE ABOUT RANGE DRIVING AROUND YOUR NEIGHBORHOOD, YOU CARE ABOUT SHOWING OFF IN YOUR SUPERCAR. [INTRO MUSIC] CHRISTINA: I DON'T HAVE A SUPERCAR. I GUESS I'M TRYING TO SHOW OFF MY SNEAKERS. HAPPY SATURDAY. WE ARE COMING TO YOU LIVE FROM OUR WORLD HEADQUARTERS IN NEW YORK. BAILEY: I'M BAILEY LIPSCHULTZ IN FOR DAVID GURA. WELCOME TO OUR LISTENERS ACROSS ALL OF OUR PLATFORMS. CHRISTINA: WELCOME. BAILEY: I DON'T HAVE GLASSES BUT I DO HAVE A BEARD AND I'M WEARING JEANS.

CHRISTINA: FOR OUR RADIO LISTENERS I BELIEVED BAILEY AND WEARING JEANS BECAUSE IT IS A WEEKEND SHOW. BAILEY: I WAS EVEN CONSIDERING A TIE LIKE JOE MATHIEU. CHRISTINA: NOT ON MY SHOW. WHO ALSO DOESN'T HAVE A TIE, NATHAN. NATHAN: A RUSSIAN DRONE ATTACK HAS LEFT AT LEAST 27 PEOPLE DEAD NEAR UKRAINE'S CAPITAL,. REGIONAL MILITARY CHIEFS IS AT LEAST 50 RESIDENTIAL BUILDINGS WERE DAMAGED AND 370 PEOPLE HAVE BEEN EVACUATED. THE UKRAINIAN PRESIDENT VOLODYMYR ZELENSKYY SAYS A WAREHOUSE EXPLODED IN THE ATTACK.

HE SAYS CRIMINAL NEGLIGENCE PROCEEDINGS HAVE BEEN OPENED WITH A WARNING THAT AMMUNITION CANNOT BE STORED IN YOUR HOMES. IN THE HIMALAYAS THE DEATH TOLL IS UP TO L.A. 633 FROM THE FLASH FLED ALONG THE NEPAL-CHINA BORDER AND MORE THAN 3000 ARE MISSING AS RESCUE EFFORTS ENTERING FOURTH DAY. HELICOPTERS ASSUMED OPERATIONS IN ONE OF THE DISTRICTS DEVASTATED BY THE FLOOD' AS BAD WEATHER TEMPORARILY HALTED RESCUES. HIS COUNTRY IS GETTING COOPERATION FROM CHINA AND INDIA WHILE OTHERS LIKE JAPAN AND AUSTRALIA ARE CONTRIBUTING AS WELL.

PRESIDENT TRUMP IS CALLING THIS THE BIGGEST OIL DEAL IN WORLD HISTORY. HE POSTED ON THROUGH THE SOCIAL LAST NIGHT THAT THE U.S. HAS SECURED MAJORITY CONTROL OF MORE THAN 60 5 BILLION BARRELS OF VENEZUELAN OIL. THE U.S. OFFICIAL SAYS THE GOVERNMENT WILL CONTROL 65% OF EFFECTIVE UP WITH THEIR JOINT VENTURE AND WILL OBTAIN THE TOILET COST. THE ANNOUNCEMENT SPARKED A SOCIAL MEDIA BACKLASH FROM VENEZUELANS WHO ACCUSE INTERIM PRESIDENT RODRIGUEZ OF GIVING AWAY THEIR COUNTRY'S OIL WEALTH.

SIX MONTHS INTO THE WAR WITH IRAN, THE PRESIDENT OF THE COUNTRY'S SIGNALING HE IS READY TO COMPROMISE IN A TELEVISED ADDRESS LAST NIGHT. THE PRESIDENT SAID IRAN MAY NOT ACHIEVE 100% OF ITS GOALS BUT TAKING AN ALL OR NOTHING APPROACH WON'T YIELD RESULTS. THEY DID NOT DETAIL ANY POTENTIAL CONCESSIONS HE MIGHT MAKE. THE U.S. HAS PIVOTED TO ECONOMIC PRESSURE AGAINST IRAN. THE LEADER OF THE SENECA NATION IN NEW YORK HAS CRITICIZED PRESIDENT TRUMP FOR RENAMING LAKE ONTARIO TO LAKE AMERICA SAYING THE NAME CHANGE VIOLATES A 225-YEAR-OLD TREATY AND IT SHOWS DISRESPECT FOR INDIGENOUS PEOPLE ON BOTH SIDES OF THE BORDER.

JUST THE WAY HE WENT ABOUT IT. BECAUSE HE'S HAVING A DISAGREEMENT WITH CANADA OVER HIS TARIFFS AND THINGS LIKE THAT, PLEASE SHOOT FROM THE HIP REACTIONS, THEY ARE NOT SOMETHING YOU WOULD EXPECT FROM THE PRESIDENT OF THE UNITED STATES. NATHAN: THE SENECA NATION SAYS PRESIDENT TRUMP'S ORDER TO RENAME THE GREAT LAKES SHOULD BE RESCINDED. CHRISTINA: A LOT OF PEOPLE ARE UPSET BECAUSE IT WAS MISSING OF THE ACRONYM THEY LEARNED TO LEARN THE GREAT LAKES.

BAILEY: HOMES. SOME SAY SHAME. CHRISTINA: OTHERS ARE UPSET THAT IT MIGHT SOUND LIKE HAMAS AND CONFUSE THE CHILDREN. BAILEY, YOU WANT TO CONFUSE THE CHILDREN AS WE TALK ABOUT EVERYONE HAS BEEN TALKING ABOUT. COMING FROM COLORADO AND I'VE SELDOM SPOKE ABOUT WILLIAM AND THAT EVERYONE IS TALKING ABOUT WYOMING. BAILEY: JACKSON HOLE IS ALL THAT MATTERED OUTSIDE NVIDIA EARNINGS, BUT THAT WAS THE BIG TAKE AWAY THE LAST FRIDAY OF AUGUST, NONETHELESS.

CHRISTINA: KEVIN WARSH DELIVERING HIS FIRST SPEECH AT THE JACKSON HOLE ECONOMIC SYMPOSIUM ON FRIDAY TELLING CENTRAL BANKERS RESPONSIBILITY FOR INCREASED INFLATION LAYS FULLY WITH THE FED. TAKE A LISTEN.

THERE IS ONE SIGNAL NOBODY CAN MISS. RESPONSIBILITY FOR 65 MONTHS OF SUSTAINED ELEVATED INFLATION SITS SQUARELY WITH THE CENTRAL BANK. AND THAT'S WHERE IT BELONGS. SO HERE IS MY STANDARD. WE MUST BE CONFIDENT THAT UNDERLYING INFLATION IS MOVING TO OUR OBJECTIVE, CLEARLY AND SUFFICIENT SPEED. OTHERWISE, WE HAVE WORK TO DO. THAT IS OUR JOB. THAT IS OUR MANDATE. AND THAT IS OUR CHURCH TO KEEP. BAILEY: FOR MORE ON WHAT WE HEARD FROM WARSH AND THE FED'S PATH FORWARD WE ARE JOINED BY KEVIN GORDON, HEAD OF MICRO RESEARCH AND STRATEGY AT SCHWAB IN THE STUDIO AND THE HEAD OF EQUITY INVESTMENTS AT ALL SPRING GLOBAL INVESTMENTS.

KEVIN, IT FELT LIKE LISTENING TO WARSH SPEAK. INITIALLY I WAS LIKE THIS IS A NOTHING BURGER. NOTHING NEW. THE MORE I SPOKE WITH PEOPLE HAVE TO WORK MY MIND CHANGED. WHAT WAS YOUR TAKE AWAY INITIALLY? KEVIN: THIS SPEECH WAS THE SET OF REMARKS WE WERE LOOKING FOR IN JULY AFTER THE PRESS CONFERENCE. ESSENTIALLY RIGHTSIZES AND CORRECTS FOR THE AMBIGUOUS MESSAGE COMING FROM THE CHAIR AFTER THE JULY DECISION TO KEEP RATES STEADY.

I THINK IT WAS CERTAINLY WHAT A LOT OF PEOPLE WERE LOOKING FOR. I THINK MORE THAN CLEARED THE BAR FOR WHAT THE CONSENSUS WAS COMING INTO THIS BECAUSE THERE WERE A LOT OF QUESTIONS ABOUT WHETHER HE WOULD EVEN TALK ABOUT INFLATION, LABOR, AND THE DYNAMICS OF THE ECONOMY. THE FACT THAT YOU DID GET THIS MORE LAID OUT A SCENARIO IN HIS ECONOMIC ANALYSIS I THINK IS REALLY HIM CATCHING UP WITH THE REST OF THE COMMITTEE HAS BEEN DOING.

TALKING ABOUT -- MAYBE NOT EXPLICITLY HIS PURE REACTION FUNCTION -- BUT HOW HE IS SEEING THE ECONOMY. WHAT ARE THE DRIVERS. BUSINESS INVESTMENT, OUR FINANCIAL CONDITIONS BEING RESTRICTIVE -- HIM NOT SEEING THAT NOW WITH WEAKNESS IN HOUSING AND AGRICULTURE, HE MADE THAT SPECIFIC CALL OUT EVEN THOUGH YOU'RE SEEING WEAKNESS THERE. THAT'S WHERE RATE CUTS WOULD HELP. HE'S NOTHING THAT IS A CASE TO BE MADE THAT THE BROADER ECONOMY IS UNDER THIS PRESSURE FROM FED POLICY RIGHT NOW.

I THINK THAT HE CERTAINLY CHECKED A LOT OF BOXES IN TERMS OF WHAT INVESTORS ARE LOOKING FOR AND I THINK MOST IMPORTANTLY REALLY REAFFIRMED THAT COMMITMENT TO PCE BEING THE TARGET AND 2% BEING ALSO THE INFLATION TARGET. THE INFLATION METRIC AND ALSO THE RATE OF CHANGE. FIRMLY I THINK RECOMMITTING TO THAT WAS CRUCIAL. BECAUSE ESPECIALLY IN THE LAST MEETING THERE IS A LITTLE BIT OF AMBIGUITY AROUND WHETHER HE WAS GOING TO LOOK AT A DIFFERENT SET OF METRICS AND NOT NECESSARILY PCE.

CHRISTINA: I THINK WHEN YOU LOOK AT THOSE FIRST REMARKS AND THEN THESE REMARKS THE THING THAT STRUCK ME AS THE PLEDGE THAT HE WOULD TAKE ACTION. RIGHT. HE SAYS IF YOU DON'T HAVE CONFIDENCE, THEN WE HAVE MORE WORK TO DO. I THOUGHT THAT WAS SIGNIFICANT. I'M ALSO WONDERING IF YOU THINK THIS IS HIM TRYING TO WRESTLE MONETARY POLICY BACK AWAY FROM HIS ASSOCIATE OVER AT THE TREASURY WHO HAS BEEN MAKING MOVES LATELY?

HE HAS BEEN FOCUSED ON WHAT HIS MANDATE IS AND HE TRIED TO DESCRIBE THAT PRETTY WELL YESTERDAY. I THINK HIS MESSAGE WAS MUCH SHARPER THAN IT HAS BEEN IN THE PAST. AS AN EQUITY INVESTOR I WAS THRILLED TO HEAR HIM TALK ABOUT THE STRENGTH OF THE ECONOMY, LIKE KEVIN MENTIONED. BUT ALSO CLEARLY FOCUSED ON INFLATION AND WHAT THEY NEED TO DO TO KEEP IT IN CHECK. LOOK, I KNOW THERE'S A LOT OF TALK BETWEEN MONETARY AND FISCAL POLICY AND HOW THOSE TWO WORKED TOGETHER, BUT I THINK RIGHT NOW KEVIN IS STAYING IN HIS LANE AND I THINK THE MARKET IS MORE COMFORTABLE, IF ANYTHING, THAT KEVIN STANDS IN THE DIRECTION GOING FORWARD.

BAILEY: KEVIN, I WANT TO COME BACK TO THE IDEA OF KEEPING AN EYE ON THE 2% INFLATION TARGET PEER CAN WITH THAT ULTIMATELY MEANS, AN EXPLANATION FOR WHAT IS VERY MUCH A LIVE SEPTEMBER MEETING. THE BARCLAYS CAME OUT SAYING THEY EXPECT A HIKE IN SEPTEMBER AND ANOTHER IN DECEMBER. HOW ARE YOU THINKING ABOUT THE PATH FORWARD. KEVIN: WE ARE IN THE WAIT AND SEE CAMP. THE FIRST STEP

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