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 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 -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X:   / bloombergtv   Facebook:   / bloombergtelevision   Instagram:   / bloombergtv   Connect with Bloomberg Business on: X:   / business   Facebook:   / bloombergbusiness   Instagram:   / bloombergbusiness   TikTok: https://www.tiktok.com/@bloombergbusi... Reddit:   / bloomberg   LinkedIn:   / bloomberg-news   More from Bloomberg: Bloomberg Radio:   / bloombergradio   Bloomberg Surveillance:   / bsurveillance   Bloomberg Politics:   / bpolitics   Bloomberg Originals:   / bbgoriginals   Watch more on YouTube: Bloomberg Technology:    / @bloombergtechnology   Bloomberg Originals:    / @business   Bloomberg Quicktake:    / @bloombergquicktake   Bloomberg Espanol:    / @bloomberg_espanol   Bloomberg Podcasts:    / @bloombergpodcasts