Trump Announces Agreement To Disarm Hamas | Balance of Power 07/31/2026

Watch on YouTube ↗  |  July 31, 2026 at 23:14  |  47:41  |  Bloomberg Markets
Speakers
Aaron David Miller — Senior Fellow at Carnegie Endowment
Enda Curran — Senior Economics Reporter, Bloomberg News
Michael Shepherd — Tech/Defense Reporter

Summary

The episode covers breaking news of US and Israeli plans to strike Iran's energy infrastructure, sparking fears of a wider regional war and surging oil prices. It also discusses a fragile Hamas disarmament deal, Fed Chair Warsh mulling fewer policy meetings, and revelations that Chinese AI firm Moonshot used 20,000 Nvidia chips via Alibaba despite export controls. Experts warn that Iran could retaliate with cyberattacks on US infrastructure, including water systems.

  • US and Israel reportedly plan strikes on Iranian energy infrastructure as soon as this weekend
  • Aaron David Miller warns a major escalation could cause oil prices to skyrocket
  • Trump announces a framework to disarm Hamas, but Israel and Hamas have not confirmed the deal
  • Fed Chair Warsh is considering reducing the number of policy meetings, sparking transparency concerns
  • Moonshot accessed 20,000 Nvidia chips via Alibaba, raising questions about US chip export controls
  • Former cyber intel chief warns Iran could launch cyberattacks on US water and industrial systems
  • Markets: S&P 500 eked out gains, Brent crude around $90, and the Philly Semiconductor Index fell 20% in its worst month since 2008
Ideas
Aaron David Miller Senior Fellow at Carnegie Endowment 7:51
Oil prices will skyrocket on strikes.
U.S. and Israel are planning strikes on Iranian energy infrastructure, which will provoke Iran to hit Gulf energy facilities, Houthis to block the Strait of Hormuz, and cause oil prices to skyrocket.
WTI HIGH
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This Bloomberg Markets video, published July 31, 2026, features Aaron David Miller discussing WTI. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: Aaron David Miller  · Tickers: WTI