Federal Reserve officials left interest rates unchanged, but a fractured vote signaled growing conviction among some policymakers that higher rates are needed to curb resurgent inflation. Jon Ferro, Lisa Abramowicz and Tom Keene host a special edition of “Bloomberg Surveillance” covering the latest news from the Federal Reserve.

Chapters
00:00:00 Bloomberg Surveillance: The Fed Decides
00:03:03 Markets Brace for the Fed
00:04:07 JP Morgan’s Bob Michele on the Fed Outlook
00:10:43 Analysts Debate the Fed’s Next Move
00:26:03 Fed Holds Rates Steady with Three Dissents
00:29:29 Markets React to the Fed Decision
00:30:49 What the Three Dissents Mean
00:33:08 Jim Bianco on September Rate Hike Odds
00:39:22 Focus Shifts to the September Meeting
00:46:08 Is the Neutral Rate Higher?
00:56:37 Chair Kevin Warsh Opening Remarks
01:01:05 AI Investment, CapEx & Inflation Debate
01:04:12 Kevin Warsh on Market Signals & Forward Guidance
01:07:08 Explaining the Three Dissents
01:10:37 Why Hold Rates Despite Higher Market Yields?
01:13:19 Inflation Strategy & Supply Shock Questions
01:18:03 Jackson Hole & the Fed’s Bigger Questions
01:20:04 Kevin Warsh on Policy Transmission & the Dual Mandate
01:24:14 Market Pricing, Surprises & Communication
01:30:15 Bloomberg Questions Warsh’s Inflation Strategy
01:33:05 Task Forces & AI Policy Research
01:39:23 Why Hold a Press Conference?
01:41:19 Panel Reacts to Warsh’s Press Conference
01:47:18 Bond Market Questions Fed Credibility
01:53:12 Was the Press Conference Too Vague?
02:01:03 Higher Yields & the Cost of Capital
02:07:16 What Comes Next Before September?
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On the early edition of Balance of Power, Bloomberg Washington Correspondents Joe Mathieu and Kailey Leinz discuss the latest from the Trump Administration. On today’s show, US Energy Secretary Chris Wright, Harvard Kennedy School Ash Center Visiting Democracy Fellow Jeanne Sheehan Zaino and American Principles Project Political Director Katie Frost.

Chapters
00:00:00 Balance of Power: Early Edition 
00:01:56 Markets Ahead of the Fed
00:03:42 Business Flash: Oil, Energy & Stocks to Watch
00:05:05 Oil Prices, Inflation & the Fed
00:06:22 Energy Secretary on $100B Nuclear Data Center
00:10:38 Data Center Investment & AI Infrastructure Debate
00:11:39 Closed-Loop Data Centers & Federal Land Strategy
00:14:53 Gas Prices, Iran & the Strait of Hormuz
00:17:24 Strategic Petroleum Reserve & Energy Markets
00:20:15 Diesel Supply & U.S. Refining Capacity
00:21:52 Political Panel on Data Centers & Energy Policy
00:26:51 Fed Countdown with Anna Wong
00:27:52 Will the Fed Hike Rates?
00:29:50 Inflation, Long-Term Rates & Fed Credibility

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Anna Edwards, Guy Johnson and Mark Cudmore break down today’s key themes for analysts and investors on “Bloomberg: The Opening Trade.”
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Blackstone President and COO Jon Gray shut down calls for an end to “US exceptionalism,” and says that “the Madisonian system works. The US will continue to get through this [economic uncertainty] even if we have an economic slowdown” bloom.bg/4iVfuRn

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Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Emily Graffeo, Carol Massar and Tim Stenovec.
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