-Waldemar Szlezak, KKR Global Head of Digital Infrastructure
-Libby Cantrill, PIMCO Head of Public Policy,
-Anastasia Amoroso, iCapital Chief Investment Strategist

Waldemar Szlezak of KKR joins to discuss Google and big tech falling on higher capex spending related to AI. PIMCO's Libby Cantrill breaks down what's next for both the Trump and Harris campaigns with close to 100 days to the election.  Anastasia Amoroso of iCapital on why her favorite current trade is the rotation trade. 

-Waldemar Szlezak, KKR Global Head of Digital Infrastructure -Libby Cantrill, PIMCO Head of Public Policy, -Anastasia Amoroso, iCapital Chief Investment Strategist
Waldemar Szlezak of KKR joins to discuss Google and big tech falling on higher capex spending related to AI. PIMCO's Libby Cantrill breaks down what's next for both the Trump and Harris campaigns with close to 100 days to the election.  Anastasia Amoroso of iCapital on why her favorite current trade is the rotation trade.

Listen for the latest in finance, economics and investment. 

Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern bring you interviews from Bloomberg Surveillance Television. 

Join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. 

Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. 

Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF. 

Listen for the latest in finance, economics and investment. Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern bring you interviews from Bloomberg Surveillance Television. Join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio.&nbsp; Watch Surveillance TV LIVE each mornings: <a href="http://bit.ly/3P7nstQ">http://bit.ly/3P7nstQ</a>. Watch Surveillance Radio LIVE weekday mornings: <a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a>.&nbsp;

Tom Keene and Paul Sweeney have the economy and the markets "under surveillance" as they cover the latest in finance, economics and investment.

Bloomberg Surveillance

Bloomberg Surveillance TV: July 25, 2024

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/b092c2f8-628b-4ce6-b467-b1b800ec3f77/transcript

Bloomberg's Lisa Abramowicz and Scarlet Fu discuss remarks from Fed Chair Kevin Warsh following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance.

Warsh vowed to restore price stability following his first policy meeting since taking the helm of the US central bank, after officials left interest rates unchanged and signaled growing support for rate hikes this year.

“Persistently high prices are a burden for the American people, but the recent past need not be prologue,” Warsh said in his debut press conference as chairman. Officials “are unambiguous and unanimous. This committee will deliver price stability.”

Bloomberg's Lisa Abramowicz and Scarlet Fu discuss remarks from Fed Chair Kevin Warsh following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance. Warsh vowed to restore price stability following his first policy meeting since taking the helm of the US central bank, after officials left interest rates unchanged and signaled growing support for rate hikes this year. &ldquo;Persistently high prices are a burden for the American people, but the recent past need not be prologue,&rdquo; Warsh said in his debut press conference as chairman. Officials &ldquo;are unambiguous and unanimous. This committee will deliver price stability.&rdquo;

Instant Reaction: Kevin Warsh's First News Conference as Fed Chair

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/729f44bc-ab70-4f31-bfd9-b46c014797b7/transcript

Bloomberg's Lisa Abramowicz and Scarlet Fu break down the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance.

Federal Reserve officials left interest rates unchanged and were split over whether they expect to raise rates this year.

Policymakers’ new projections indicated nine officials foresee at least one quarter-point hike this year, with six anticipating at least two. Another nine expected no move or a cut.

Notably, only 18 officials out of 19 entered their projections for rates at the end of 2026. The absence of an entry suggests new Chairman Kevin Warsh, who has been critical of so-called forward guidance, declined to submit a rate forecast.

In its first gathering under Warsh’s leadership, the Federal Open Market Committee voted unanimously Wednesday to hold its benchmark federal funds rate in a range of 3.5% to 3.75%.

Bloomberg's Lisa Abramowicz and Scarlet Fu break down the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance.
Federal Reserve officials left interest rates unchanged and were split over whether they expect to raise rates this year.
Policymakers&rsquo; new projections indicated nine officials foresee at least one quarter-point hike this year, with six anticipating at least two. Another nine expected no move or a cut.
Notably, only 18 officials out of 19 entered their projections for rates at the end of 2026. The absence of an entry suggests new Chairman Kevin Warsh, who has been critical of so-called forward guidance, declined to submit a rate forecast.
In its first gathering under Warsh&rsquo;s leadership, the Federal Open Market Committee voted unanimously Wednesday to hold its benchmark federal funds rate in a range of 3.5% to 3.75%.

Instant Reaction: The Fed Decides

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/2251c3bc-b8b6-4612-ad59-b46c013448f5/transcript

Featuring:
George Goncalves, Managing Director & Head: US Macro Strategy at MUFG
Steven Cook, Senior Fellow: Middle East & Africa Studies at Council on Foreign Relations
Eric Rosengren, Former Federal Reserve Bank of Boston President

Featuring:
<ul>
<li>George Goncalves, Managing Director &amp; Head: US Macro Strategy at MUFG</li>
<li>Steven Cook, Senior Fellow: Middle East &amp; Africa Studies at Council on Foreign Relations</li>
<li>Eric Rosengren, Former Federal Reserve Bank of Boston President</li>
</ul>

Bloomberg Surveillance TV: June 17th, 2026

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/50c00f5a-03f5-46df-acb4-b46c010ddf90/transcript

Bloomberg Surveillance TV: July 25, 2024

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