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Kevin Warsh's First FOMC Meeting as Fed Chair | Bloomberg Surveillance, Sonic AI
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Kevin Warsh's First FOMC Meeting as Fed Chair | Bloomberg Surveillance
Bloomberg Surveillance
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Jun 17, 2026
•
38:14
Interview
Kevin Warsh's First FOMC Meeting as Fed Chair | Bloomberg Surveillance
From
Bloomberg Surveillance
Paul Sweeney
(Host)
•
Tom Keene
(Bloomberg host and financial market commentator)
•
Bloomberg Surveillance Announcer
(Guest)
•
Robert Kaplan
(Guest)
•
Greg Peters
(Guest)
•
Mike Wilson
(Chief U.S. Equity Strategist and Chief…)
•
Raj Goyle
(Guest)
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Executive Summary
is in a massive AI-driven capital expenditure boom, which is causing short-term sticky inflation but is expected to be disinflationary and boost productivity in the long term.
A potential shift in Federal Reserve leadership could lead to a new monetary policy philosophy favoring patience, less prognostication, and the elimination of the dot plot.
Market liquidity is deteriorating as a massive wave of equity and debt issuance ($1.5T in equity expected) reverses a 20-year trend of net buybacks, increasing the risk of volatility and corrections.
While broad credit markets appear expensive with tight spreads, record-high dispersion is creating significant idiosyncratic opportunities for active credit investors.
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