Lawmakers Review Epstein Documents at DOJ | Balance of Power 02/09/2026

Watch on YouTube ↗  |  February 10, 2026 at 01:05  |  47:50  |  Bloomberg Markets
Speakers
Jennifer Welch — Analyst, Bloomberg Economics
Joe Mathieu — Host, Bloomberg Radio
Troy Downing — U.S. Representative (R-MT)
Norah Mulinda — Market Reporter, Bloomberg
Alex Vasquez — Bloomberg Reporter

Summary

The program covers lawmakers reviewing still-redacted Epstein files at the DOJ, the looming DHS funding deadline and possible partial shutdown, and political fallout in the U.S. and U.K. It also includes a market recap, China's guidance to reduce U.S. Treasury holdings, a possible Trump-Xi meeting in April, and Air Canada suspending Cuba flights amid a fuel crisis. The main market-relevant points are the Treasury-market implications of China's gradual diversification and a speculative AI chip export catalyst for NVIDIA.

  • Lawmakers review Epstein files at DOJ; files remain redacted.
  • DHS funding deadline approaches with shutdown risk over ICE reforms.
  • China advises financial institutions to trim U.S. Treasury holdings.
  • Jennifer Welch says China's Treasury diversification is gradual, not a doomsday selloff.
  • Trump and Xi are expected to meet in April; Taiwan and trade frictions remain.
  • Air Canada halts Cuba flights as Cuba faces fuel shortages after Mexico stops oil shipments.
  • Market recap: S&P 500 and Dow hit records, tech rebounds, gold tops 5000, bitcoin falls to 70k.
  • Novo Nordisk rises while Hims & Hers falls after a lawsuit update.
Ideas
Jennifer Welch Analyst, Bloomberg Economics 12:05
China Treasury reduction is gradual, not doomsday.
China's guidance to financial institutions to reduce holdings of U.S. Treasuries is not a doomsday selloff. It reflects a gradual, strategic diversification away from U.S. exposure due to sanctions and geopolitical risk, and largely continues what China has already been doing over the past year, so the Treasury market is not facing a sudden massive Chinese offload but the trend remains worth monitoring.
TLT HIGH
Joe Mathieu Host, Bloomberg Radio 15:58
Blackwell could be next China chip catalyst.
After NVIDIA's Rubin, Blackwell could be the next higher-level AI chip the U.S. allows to be sold to China following a Trump-Xi meeting. This is a speculative policy catalyst, but it is monitorable for NVIDIA because the administration likes to offer major deliverables in such meetings.
NVDA LOW
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This Bloomberg Markets video, published February 10, 2026, features Jennifer Welch, Joe Mathieu discussing TLT, NVDA. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Jennifer Welch, Joe Mathieu  · Tickers: TLT, NVDA