Bloomberg Podcasts

Kevin Warsh Says Fed Must Act if Inflation Stays High

Austan Goolsbee Is Worried the Economy Is Overheating

Fed's Hammack Backs Rate Hike to Rein in Inflation

Nvidia Sees 70% Growth as AI Boom Accelerates | Bloomberg Tech

Treasuries Look Vulnerable to Another Vague Warsh Speech

The upcoming Federal Reserve meeting at Jackson Hole remains shrouded in uncertainty as economists and market participants anticipate a potential strategic reset from the Chairman. Central to the discussion is the anomaly of a booming American economy characterized by exceptionally high nominal GDP growth—ranging from ...

Bessent's Buybacks Versus Warsh's Rate Reality

The Kansas City Fed President on the First Jackson Hole of the Warsh Era | Odd Lots

Kansas City Fed President Jeff Schmid examines the current economic landscape, emphasizing structural shifts in the labor force driven by baby boomer retirements and the potential for AI to bridge critical knowledge gaps. While the economy maintains growth between two and three and a half percent, the Federal Reserve r...

Hormuz Talks, A Trade War of Words, Ceuta's Aftermath | Bloomberg Daybreak: Europe Edition

Global markets and geopolitical tensions dominate the current news cycle, highlighted by Iran and Oman’s efforts to establish an interim maritime corridor through the Strait of Hormuz, a move aimed at stabilizing oil prices. Meanwhile, the trade conflict between the U.S. and Canada intensifies, with Ontario Premier Dou...

Bessent’s Mentor Stanley Druckenmiller Calls Bond Buying a Mistake | Bloomberg Businessweek

Stanley Druckenmiller’s recent public admonishment of Treasury Secretary Scott Bessent highlights growing tensions over U.S. bond market interventions. Druckenmiller argues that the Treasury’s expanded long-term bond buyback program is an unwarranted, hypocritical attempt to suppress yields that ignores fundamental mar...

Nvidia’s Big Test as AI Chip Race Heats Up | Bloomberg Tech

Nvidia’s market performance remains the central focus as the chipmaker rebounds from a seven-day losing streak ahead of its quarterly earnings report. Investors are scrutinizing the company’s valuation, gross margins, and the sustainability of its AI-driven revenue growth. OpenAI is addressing compute demands with its ...

Xi Signals Defiance as US Threatens Sanctions for Iran Support

Geopolitical tensions surrounding U.S. trade negotiations and economic sanctions against Iran dominate this discussion featuring Terry Haines. While U.S.-Canada trade frictions over metals are viewed as temporary political posturing likely to be resolved, the U.S. strategy toward Iran presents a more complex wager invo...

Bessent’s Mentor Druckenmiller Calls Bond Buying a Mistake

The intersection of fiscal policy, market intervention, and the U.S. debt crisis defines the current economic landscape as the administration navigates a "boom economy" with nominal GDP growth exceeding 5%. Jason Trennert of Strategas Research Partners examines the implications of Treasury Secretary Scott Bessent’s pot...

Bessent Intervention and Economic D-Day | Bloomberg Surveillance

U.S. fiscal policy and recent bond market interventions are creating a precarious economic environment where short-term fixes mask deeper structural debt issues. Treasury Secretary Scott Bessent’s recent actions are viewed as a "band-aid" that fails to address the fundamental problem of excessive government spending, w...

Apollo's Torsten Slok Talks Bonds, Monetary Policy | Bloomberg Talks

The U.S. Treasury is increasingly intervening to manage the costs of its $40 trillion debt pile, utilizing strategies like bond repurchases and the potential use of the Treasury General Account to suppress long-term interest rates. While these actions create a market environment that may limit yield spikes, they do not...

Why Inflation Could Be Good News for Japan | Trumponomics

Japan’s economy is undergoing a significant transition as it emerges from three decades of stagnation into a new era of inflation and rising interest rates. The yen’s sharp depreciation, reaching multi-decade lows, stems from persistent interest rate differentials and structural forces, including corporate investment a...

US to End Dollar Access to Those Laundering Iran Money Says Bessent (Full)

Operation Economic Outcast aims to sever Iran's economic lifelines, specifically targeting oil smuggling, nuclear technology procurement, and financial networks to prevent the regime from obtaining nuclear weapons. The United States is enforcing a zero-leakage approach, utilizing secondary sanctions against any global ...

Alibaba Raises $10 Billion in Record Hong Kong Share Sale | Bloomberg Intelligence

The global technology sector is aggressively pivoting toward AI infrastructure, with major players like Alibaba raising $10 billion and SoftBank issuing $6 billion in retail bonds to meet AI investment commitments. NVIDIA’s upcoming earnings report remains a focal point for markets, as investors scrutinize revenue grow...

US Bond Yields, Kevin Warsh, and Nvidia Preview | Bloomberg Surveillance

Global financial markets face significant volatility as investors monitor fixed income yields and potential Federal Reserve policy shifts. Market stabilization requires multiple factors beyond Treasury buybacks, as unsustainable fiscal deficits remain the primary underlying issue for long-term rate trends. The ongoing ...

Kevin Warsh Faces High Stakes Test at Jackson Hole

The upcoming Jackson Hole Economic Policy Symposium centers on Fed Chair Kevin Warsh’s highly anticipated speech, which faces immense pressure due to recent market volatility and the complex, evolving relationship between the Federal Reserve and the Treasury Department. Henrietta Treyz, Director of Economic Policy at V...

US Trade Fight Escalates as Canada Digs In

The Canada-U.S. trade relationship faces significant strain following the collapse of recent negotiations and the threat of escalating tariffs. Christina Ruffini, a lead negotiator for the USMCA, argues that Canada must maintain its sovereignty by refusing to capitulate to the Trump administration's "vassal" style of d...