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众议院通过继续决议避免政府停摆至12月

Trump to Levy More Chip Tariffs | Radio Balance of Power: Early Edition 9/2/2026

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政府资金法案落地是明确的宏观事实,直接消除了短期政策不确定性风险,影响全市场流动性预期。建议关注后续全年预算谈判及地缘冲突对油价的持续扰动。

LIVE FROM WASHINGTON, D.C., THIS IS "BALANCE OF POWER" WITH JOE MATHIEU AND KAILEY LEINZ. KAILEY: THIS IS "BALANCE OF POWER" ON BLOOMBERG TV AND RADIO. ON KAILEY LEINZ IN WASHINGTON. JOE MATHIEU WAS ON ASSIGNMENT IN CHAPEL HILL, WHERE THE MINISTERIAL MEETING IS HAPPENING. JOE WILL BRING US AN IMPORTANT CONVERSATION THIS HOUR WITH THE COMMERCE SECRETARY HOWARD LUTNICK. YOU DON'T WANT TO MISS THAT OR THE CONVERSATION I WILL HAVE WITH THE CHAIR OF THE BUDGET COMMITTEE.

PLUS, OF COURSE, WE HAVE TO HAVE THE LATEST ON THE ESCALATION IN FIGHTING BETWEEN THE U.S. AND IRAN, AND PRESIDENT TRUMP SUGGESTING THE STRAIT OF HORMUZ SHOULD BE RENAMED FOR HIM. WE WILL GET TO THAT WITH SKYLER WOODHOUSE, LIVE AT THE WHITE HOUSE. FIRST, WE CHECK ON THE MARKETS. FOR THAT RETURN TO CHARLIE PELLETT IN NEW YORK. CHARLIE: GOOD DAY FROM NEW YORK. WE ARE KEEPING AN EYE ON THE PRICE OF CRUDE OIL. WEST TEXAS INTERMEDIATE UP .70%.

WTI BELOW 91 DOLLARS A BARREL. BARREL OF BRENT, 95 POINT 66. BRENT CRUDE HIGHER BY 1.1 PERCENT. STOCKS HAVE TURNED POSITIVE AFTER MOVING BETWEEN SMALL GAINS OF LOSSES AS OIL PRICES HAVE A SHARP ADVANCE. RIGHT NOW, THE IS UP 36 POINTS ON THE S&P 500, UP .50%. DOW INDUSTRIALS HIGHER BY .40%. MASTEC UP .40%. THE OUTPERFORMER, SMALL CAPS SHARES, THE RUSSELL 2000 INDEX IS ADVANCING BY ALMOST 1%. THE PHILADELPHIA STOCK EXCHANGE SEMICONDUCTOR INDEX UP .40%.

YEAR TO YEAR, 2.48% AND THE 10 YEAR 4.79%. THE THIRTY YEAR, 5.20 6%. GOLD UP .90%. CHEVRON IS INVESTING OVER $7 BILLION THE NEXT FIVE YEARS THROUGH ITS JOINT VENTURE PARTNERSHIPS TO MORE THAN DOUBLE CRUDE PRODUCTION IN VENEZUELA, THE LARGEST FINANCIAL COMMITMENT SO FAR IN THE U.S. GOVERNMENT LED PUSH TO REFINE THE LATIN AMERICAN COUNTRY INDUSTRY. CHEVRON SHARES HIGHER BY .30%. WE HAVE GOT EXXON MOBIL DOWN .90%, AND CONOCOPHILLIPS DOWN BY .80 PERCENT -- UP BY .28%.

ONE OIL GIANT AIMS TO LIFT VENEZUELAN PRODUCTION BY MORE THAN ONE BILLION BARRELS A DAY. AND GEVERNOVA IS BOOSTING THE POWER GRID. SHARES ARE UP BY 2.1%. FOR ON-DEMAND NEWS 24 HOURS A DAY, SUBSCRIBE TO BLOOMBERG NEWS WHEREVER YOU GET YOUR PODCASTS. I'M CHARLIE PELLETT. THAT IS A BLOOMBERG BUSINESS FLASH. KAILEY: CHARLIE PELLETT, KEEPING AN EYE ON STOCKS, BONDS, CURRENCIES AND COMMODITIES. THANK YOU. IN THE COMMODITIES SPACE, OIL PRICES CLIMBING.

A 90 HANDLE ON WTI, APPROACHING $96 A BARREL ON BRENT ON THE ESCALATION OF HOSTILITIES IN AND AROUND THE STRAIT OF HORMUZ AS U.S. FORCES STRIKE IRANIAN TARGETS OR WERE STRIKING THEM OVERNIGHT FOR THE SECOND TIME IN THREE DAYS. I RAN, AS IT PROMISED, DID ATTEMPT TO STRIKE BACK AGAINST U.S. INTEREST IN THE MIDDLE EAST AND OTHER GULF STATES. COULD BE GO BACK TO AN ACTIVE KINETIC PHASE OF THE CONFLICT, WHICH IS NOW PAST THE SIX MONTH MARK AS OF FRIDAY?

WE TURN TO SKYLER WOODHOUSE, A WASHINGTON CORRESPONDENT AT BLOOMBERG, WHO IS LIVE FROM THE NORTH LAWN. WE HAVE HEARD FROM THE PRESIDENT TODAY ON THROUGH SOCIAL, NOT ON STRIKE SHOULD BE EXPECTED BUT INSTEAD AN ASSERTION THAT THE U.S. IS IN CONTROL OF THE STRAIT OF HORMUZ, SUGGESTING THAT BECAUSE THAT IS TRUE, THE MAIN OF THE HORMUZ STRAIT SHOULD POTENTIALLY CHANGE TO STRAIT CAN EXPECT TO HEAR FROM THE PRESIDENT ON THIS OR COULD TO GET FINER DETAILS ON THE PLAN?

SKYLER: THE PRESIDENT TODAY IS EXPECTED TO MEET WITH THE TRAVEL INDUSTRY LEADERS AND EXECUTIVES. NOW, THAT MEETING AS OF NOW IS CLOSED. HERE AT THE WHITE HOUSE, WE ARE WAITING TO SEE IF THAT MEETING COULD POTENTIALLY OPEN OUT TO PRESS WHICH COULD GIVE AN OPPORTUNITY FOR REPORTERS TO ASK QUESTIONS TO THE PRESIDENT ON THE LATEST DEVELOPMENTS IN IRAN AND TO POTENTIALLY ASK IF HE REALLY THINKS HE CAN CHANGE THE NAME OF THE STRAIT OF HORMUZ TO WHAT HE WOULD LIKE TO SEE.

WE WILL SEE IF THAT MEETING OPENS. AS OF NOW, WE ARE NOT TALKING ANYTHING WILL BE CAN GET AN UPDATE FROM THE PRESIDENT ON THE IRAN DEVELOPMENTS. KAILEY: I GUESS IF HE CAN CHANGE LAKE ONTARIO TO LAKE AMERICA AND HAVE GOOGLE MAPS REFLECT THAT FOR THOSE IN THE U.S., I DON'T KNOW WHAT WOULD STOP HIM FROM NAMING AND INTERNATIONAL WATERWAY. UNCLEAR IF HE WAS REALLY SERIOUS. IN TERMS OF THE ACTUAL STRATEGIC ADVANCEMENTS OF THE ADMINISTRATION, IT SEEMED THERE WAS A PIVOT FROM KINETIC ACTIVITY TO ECONOMIC WARFARE.

IT IS WHY LAST WEEK THE TREASURY SECRETARY MADE A BIG TO DO ABOUT ECONOMIC D-DAY. IS THERE ACTUALLY A STRATEGY SHIFT UNDERWAY? IS THE ADMINISTRATION TRYING TO PURSUE BOTH THINGS AT THE SAME TIME? SKYLER: THE PRESIDENT LAST NIGHT SAID HE COULD "NOT CARE LESS IF IRAN SIGNS AN AGREEMENT," WHAT HE SAID ON TO THE AFTERNOON. WE ARE TRYING TO FIGURE OUT WHAT IS THE PRESIDENT'S THINKING AND WHERE TO SEE SORT OF SEE THE WAR GOING NEXT? -- SEE WHERE THE WARS GOING NEXT.

ESPECIALLY AS NOVEMBER MIDTERMS ARE APPROACHING. AS YOU MENTIONED EARLIER, THOSE GAS PRICES ARE CONTINUING TO SKYROCKET, WHICH IS SOMETHING THEY ARE TRYING TO QUELL AS THOSE NOVEMBER MIDTERMS NEAR. KAILEY: WHICH IS WHERE VENEZUELA ENTERS THE EQUATION. THE ENERGY SECRETARY CHRIS WRIGHT IS DOWN THERE, AS IS THE CEO OF CHEVRON, ANNOUNCING A $7 BILLION INVESTMENT INTO THEIR JOINT VENTURES THEY ARE THE NEXT FIVE YEARS. WHATEVER HEARING FROM THE ADMINISTRATION ON HOW QUICKLY THE ACCESS TO THOSE 65 BILLION BARRELS OF OIL FIELDS IN VENEZUELA IS ACTUALLY GOING TO TRANSLATE INTO LOWER PRICES AT THE PUMP?

IS THERE AN EXPECTATION THAT ANY OF THIS IS GOING TO BE IN U.S. CONTROL REALISTICALLY AND CHANGING THINGS FOR AMERICAN CONSUMERS IN THIS PRESIDENT'S TERM? FORGET BEFORE THE MIDTERMS. SKYLER: THESE THINGS TAKE TIME. WHAT WE KNOW ABOUT VENEZUELA IS THEIR INFRASTRUCTURE IS SOMETHING THAT IS GOING TO HAVE TO BE REBUILT AND RE-MANAGED. WHAT WE ARE SEEING NOW IS THE PRESIDENT IS TRYING TO SORT OF GET THINGS MOVING QUICKLY, BUT ONLY TIME WILL TELL TO SEE HOW FAST DO THOSE BARRELS REALLY GET MOVING.

ESPECIALLY AS THE PRESIDENT AND THE ADMINISTRATION IS TRYING TO REDUCE THE INFLUENCE OF CHINA AND RUSSIA AND VENEZUELA. SECRETARY CHRIS WRIGHT IS IN VENEZUELA RIGHT NOW. WE WILL HAVE TO SEE WHAT COMES FROM THE MEETINGS DOWN THERE AND THAT TRIP. ONLY TIME WILL TELL. LOOK, THESE THINGS TAKE TIME. NOTHING CAN HAPPEN OVERNIGHT, AND IF IT DOES, THAT IS SPECTACULAR. THESE THINGS WILL TAKE TIME INTO IS TO SAY IF IT WILL HAPPEN BY THE TIME THE PRESIDENT LEAVES OFFICE OR NOT.

KAILEY: SKYLER WOODHOUSE FROM THE NORTH LAWN OF THE WHITE HOUSE TODAY, THANK YOU. SHE IS RIGHT, NOT A LOT IS ABLE TO HAPPEN OVERNIGHT, AT LEAST IN THE MODERN POLITICAL CLIMATE. A LOT OF THINGS TAKE TIME TO COMPLETE, BUT WE HAVE SEEN SOME THINGS COMPLETED ON CAPITOL HILL THE LAST 24 HOURS OR SO AS OF COURSE THE HOUSE WAS ABLE TO PASS A CONTINUING RESOLUTION TO KEEP THE GOVERNMENT FUNDED THROUGH DECEMBER. NOW HEADS TO PRESIDENT TRUMP’'S DESK.

THE EXPECTATION IS HE WILL SIGN IT AND A SHORT TIME BE AVOIDED. A LAME DUCK SESSION IS IN QUESTION. WE NOW TURN TO CONGRESSMAN JODEY ARRINGTON, REPRESENTING TEXAS' 19TH DISTRICT, LIVE FROM CAPITOL HILL ON BLOOMBERG TV AND RADIO. WELCOME BACK TO "BALANCE." CONGRATULATIONS ON GETTING THE CR DONE, WHAT HAPPENS ON SEPTEMBER 10? COULD IT BE ANOTHER CONTINUING RESOLUTION? SHOULD WE EXPECT THE REGULAR APPROPRIATIONS PROCESS WILL BE CONCLUDED IN THE LAME-DUCK COULD ALL LIGHTS TURN OFF BEFORE THE HOLIDAYS?

REP. ARRINGTON: GREAT TO BE WITH YOU. IT IS SAD TO SAY, BUT FOR CONGRESS, IT IS A BIG FEET THESE DAYS TO ACTUALLY COME TO SOME AGREEMENT ON A CONTINUING RESOLUTION VERSUS SHUTTING THE GOVERNMENT DOWN. WE SAW THAT LAST YEAR OVEREXTENDING A COVID ERA AND OBAMACARE, THAT WAS A 43 DAY SHUTDOWN, FOLLOWED BY ANOTHER SHUT DOWN, HOMELAND SECURITY. THAT WAS 76 DAYS. THOSE WERE THE LONGEST SHUTDOWNS EVER. IT HURT OUR ECONOMY. THAT ONE QUARTER, THAT WOULD BE THE FOURTH QUARTER OF LAST YEAR, ABOUT 1.5% OF GDP.

NOT TO MENTION THE DISRUPTIONS IT CAUSES ON OUR COUNTRY TAXPAYER COST AND ESPECIALLY WITH RESPECT TO OUR DEFENSE THAT WE ARE IN CONFLICT. GLAD WE COULD GET CONSENSUS ON A CONTINUING RESOLUTION. I THINK THERE IS GOING TO BE GREAT URGENCY AND ALL THE RIGHT IMPETUS TO FIND A FULL YEAR SORT OF AGREEMENT, FOR C

原文超出正文长度上限,此处截断——上游还有内容,完整版见上方「原文 ↗」。

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