Warsh Signals Inflation Progress | Open Interest 7/1/2026
Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." Fed Chair Kevin Warsh takes center stage in Sintra
Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." Fed Chair Kevin Warsh takes center stage in Sintra with fresh signals on inflation and price stability, while the ECB weighs the global outlook. Plus, Anthropic's Fable 5 gets the green light as Meta accelerates its AI cloud push. Grid CEO Zoë Yujnovich joins Open Interest on her company's role in powering the AI boom, and EQT's Eric Liu on where private equity is finding the next AI winners.
Chapters 00:00:00 - Open Intereset 00:01:49 - Stocks Fall, Dollar Climbs as Focus Turns to Warsh 00:06:05 - Central Bank Leaders Speak in Sintra 00:08:32 - Fed Policy Outlook & Forward Guidance Debate 00:10:10 - Global Central Banks: Inflation vs Growth Tradeoff 00:13:13 - High Interest | Global Inflation, Canada & UK Policy Debate 00:16:22 - AI Boom & Inflation: Capex, Productivity, Monetary Policy 00:23:21 - AI Impact on Jobs & Labor Markets 00:39:05 - Market Risks | AI Bubble, Leverage & Financial Stability 00:50:07 - Fed Balance Sheet Strategy & Policy Debate 01:03:27 - Panel Recap: Warsh Holds Line on No Forward Guidance 01:09:46 - Shana Sissel Banrion Capital Management | Stocks Pare Losses After Strong Manufacturing Data 01:24:50 - Eric Liu EQT | AI’s Trillion-Dollar Debt Binge 01:33:45 - Zoë Yujnovich Grid | Grid Invest $1.75 in US AI Power Firm 01:41:33 - Oil Falls US Says Iran Talks were Positive More on Bloomberg Television and Markets Like this video?
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