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. National 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 National Grid | National Grid Invest $1.75 in US AI Power Firm
01:41:33 – Oil Falls US Says Iran Talks were Positive
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