On the early edition of Balance of Power, Bloomberg Washington Correspondents Joe Mathieu and Kailey Leinz discuss the memorandum of understanding between the US and Iran. On today's show, Center for Strategic and International Studies Director Mona Yacoubian, Bluestack Strategies Founder Maura Gillespie, Bellwether Government Affairs CEO Arshi Siddiqui, former Fed Vice Chair Lael Brainard and Federal Energy Regulatory Commission Chairman Laura Swett. Chapters: 00:00:00 - Balance of Power: Early Edition 00:02:18 - Market Open: Oil Falls, Stocks Rise, Fed Reaction 00:04:20 - Bloomberg Business Flash: SpaceX Funding & Markets 00:04:55 - Middle East Analysis: Gulf States and the Iran Agreement 00:10:10 - U.S.-Israel Relations and Next Steps for the Deal 00:13:30 - Political Panel: Vance, Trump, and 2028 Implications 00:19:00 - Fed Outlook: Kevin Warsh, Dot Plot, and Rate Hikes 00:23:50 - Interview with Lael Brainard on Inflation and Fed Policy 00:29:00 - Energy Markets: Strait of Hormuz, Oil Supply, and Inflation 00:33:00 - Wall Street Update and Market Movers 00:34:45 - Tech Stocks and IPO Performance 00:39:00 - CoreWeave, AI Infrastructure, and Data Center Demand 00:43:15 - Data Centers, Energy Policy, and U.S. Competitiveness -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts