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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Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today’s guests are Kestra Investment Management CIO Kara Murphy, e.l.f. Beauty CEO Tarang Amin, Klaviyo CEO & Co-Founder Andrew Bialecki, CAIS Founder, Chairman, & CEO Matt Brown, Manulife John Hancock Investments Co-Chief Investment Strategist Emily Roland, Placer.ai Analytical Research Head R.J. Hottovy, GoodRx CEO Wendy Barnes, Elanco Animal Health President & CEO Jeff Simmons, RXO CEO Drew Wilkerson, & The Conference Board CEO Steve Odland.

Chapters:
00:00:00 Bloomberg The Close
00:03:13 Global Markets: U.S. vs. International Investing
00:09:15 e.l.f. Beauty CEO on Growth, Rhode & Haircare Expansion
00:16:19 Top Calls
00:17:19 Klaviyo CEO on AI-Powered Customer Engagement
00:22:20 CAIS Raises $170M to Expand Alternative Investments
00:30:59 Stock of the Hour: Palo Alto Networks & Cybersecurity Risks
00:36:18 Countdown to the Closing Bell: Earnings, Value Rotation & AI
00:43:08 Closing Bell
00:45:45 After-Hours Earnings: Instacart, Akamai & Airbnb
00:50:03 Lyft, Sweetgreen & Dropbox Earnings Roundup
00:56:35 Food Safety Scare Weighs on Restaurant Stocks
01:04:02 Good Rx CEO on Pharma Partnerships & Growth Strategy
01:10:35 Elanco CEO on Pet Health Innovation & Demand
01:18:41 RXO CEO on Freight Recovery, AI & Logistics
01:25:07 Conference Board CEO on CEO Confidence & the Economy
01:31:19 What to Watch
——–
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Bloomberg News Editor-in-Chief Emeritus Matt Winkler explains what is behind Canada’s investment boom. The country’s government poised to attract record investment from outside its borders after foreigners poured $183 billion into Canada’s stocks and bonds in the past year. Winkler says its thanks to “reasonable” policies, crediting Prime Minister Mark Carney — a Rhodes Scholar, former Bank of Canada Governor, and former Bloomberg Board Chair — for attracting investors to Canada by being “somebody the world knows very well.”
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Two Republican senators are backing a deal with acting Attorney General Todd Blanche to formally rescind an order creating an “anti-weaponization fund,” likely paving the way for Blanche’s confirmation as the nation’s top law enforcement officer. Jeff Mason reports on Bloomberg Television.
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Get a jump start on the US trading day with Dani Burger on “Bloomberg Open Interest.” Blockbuster pharma deal talk launches a pivotal week for earnings and the economy. Oil slides as President Trump reopens Iran talks, while the US and Japan defend the yen. Plus, Mary Ann Bartels says the the bull market will last until the end of the decade. Amazon surpasses $3 trillion in value. Mark Penn, the CEO of Stagwell gives us his views on why AI won’t replace marketing agencies and Suki Cooper’s path to $5,000 gold.

Chapters:
00:00:00 – Open Interest
00:01:00 – AstraZeneca-Bristol Myers Deal Debate, Pharma Consolidation & Drug Industry Risks
00:03:54 – Iran Peace Talks, Strait of Hormuz Negotiations & Middle East Risk
00:05:50 – U.S.-Japan Yen Intervention, BOJ Policy & Currency Market Risks
00:10:20 – Kevin Warsh’s Fed, Fewer FOMC Meetings, Forward Guidance & Market Volatility
00:13:48 – High Interest | NYC Rent Freeze Fallout, FIFA Leadership Controversy & Jefferies Trade Finance Exposure
00:14:56 – Jefferies Exposure, Radiant World Financing Issues & Credit Market Risks
00:18:11 – Stuart Kaiser Citi | Payrolls, SpaceX Supply Overhang, AI Spending & Equity Market Positioning
00:32:19 – Top Calls | Stellantis Downgrade, Circle Downgrade & Birkenstock Downgrade
00:33:46 – SpaceX Earnings, AI Compute Demand, Elon Musk, Lockup Risks & Palantir Outlook
00:39:19 – KKR’s $19B AI Infrastructure Fund, Data Centers, Health Care M&A & Private Equity
00:45:57 – Mary Ann Bartels Sanctuary Wealth | Kevin Warsh, Fed Communication Changes, Market Volatility & AI Bull Market Outlook  
00:54:45 – High Interest | Apollo’s Texas HQ, $110M Bitcoin Wallet Hack & U.S. Soccer Leadership Funding
00:55:59 – Christian Stracke PIMCO | AI Credit Markets, Data Center Financing, Private Credit & Capex Supercycle
01:08:10 – Mark Penn Stagwell | AI in Marketing, IBM Account Win, Political Advertising & Stagwell Growth
01:16:45 – FIFA Backlash, Gianni Infantino’s Future, World Cup Privatization & Governance Risks
01:20:45 – Todd Blanche Confirmation, White House AI Meeting & Trump-Iran Strategy
01:24:41 – Suki Cooper Standard Chartered | Gold Outlook, Central Bank Demand, Geopolitical Risks & Commodity Markets
——–
More on Bloomberg Television and Markets

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