Fed Chairman Kevin Warsh to Speak at Jackson Hole | Daybreak Europe 8/28/2026

Watch on YouTube ↗  |  August 28, 2026 at 06:42  |  46:34  |  Bloomberg Markets
Speakers
Winnie Hsu — Bloomberg Reporter (Asia Markets)
Neil Campling — Tech/TMT Analyst
Ankita Amajuri — Europe Economist, Pantheon Macroeconomics
David Savage — Editor, The Block
Lizzy — Anchor, Bloomberg

Summary

Ahead of Fed Chair Kevin Warsh's highly anticipated speech at Jackson Hole, markets are treading water while assessing mixed signals from Fed officials on inflation. Meanwhile, European markets are monitoring the potential for widening French bond spreads ahead of the presidential election, and tech investors are digesting Nvidia's massive post-earnings rally.

  • Markets await Fed Chair Kevin Warsh's Jackson Hole address for clarity on monetary policy.
  • Kansas City Fed President Jeffrey Schmid suggests short-end rates may still be accommodative.
  • Easing memory chip shortages could pressure memory stocks like SK Hynix while benefiting downstream users like Nintendo and Sony.
  • Software stocks face headwinds as narrowed guidance fails to justify massive year-to-date rallies.
  • French OAT-Bund spreads are expected to widen to 100 basis points by year-end due to election-related fiscal concerns.
  • A US judge lifted the ban on federal agencies using Anthropic's AI, clearing a path for the company's IPO.
Ideas
Winnie Hsu Bloomberg Reporter (Asia Markets) 3:42
Increased memory capacity will benefit downstream users.
The current memory chip shortage is prompting companies to ramp up capacity, which will eventually ease the shortage and create downside risk for memory makers like SK Hynix, while benefiting downstream users like Nintendo and Sony.
000660.KS MED
Winnie Hsu Bloomberg Reporter (Asia Markets) 3:42
Increased memory capacity will benefit downstream users.
The current memory chip shortage is prompting companies to ramp up capacity, which will eventually ease the shortage and create downside risk for memory makers like SK Hynix, while benefiting downstream users like Nintendo and Sony.
NTDOY SONY MED
Winnie Hsu Bloomberg Reporter (Asia Markets) 5:04
Yen weakness raises BOJ rate hike expectations.
The continued weakness in the Japanese Yen is raising expectations that the Bank of Japan will raise interest rates, which is already resulting in weaker demand and higher yields at the latest two-year bond auction.
JPY MED
Winnie Hsu Bloomberg Reporter (Asia Markets) 5:04
Yen weakness raises BOJ rate hike expectations.
The continued weakness in the Japanese Yen is raising expectations that the Bank of Japan will raise interest rates, which is already resulting in weaker demand and higher yields at the latest two-year bond auction.
Japanese 2-Year Government Bonds MED
Neil Campling Tech/TMT Analyst 14:08
Lifting federal ban clears Anthropic IPO path.
The federal judge's ruling to lift the ban on government use of Anthropic's technology is a major win for the AI industry and clears the path for Anthropic to pursue an IPO and sustain its rapid growth.
XLK MED
Neil Campling Tech/TMT Analyst 14:08
Lifting federal ban clears Anthropic IPO path.
The federal judge's ruling to lift the ban on government use of Anthropic's technology is a major win for the AI industry and clears the path for Anthropic to pursue an IPO and sustain its rapid growth.
ANTHROPIC MED
Neil Campling Tech/TMT Analyst 15:46
Narrowed guidance limits further software sector upside.
Software stocks like Workday have had a massive run into their earnings prints, and despite beating metrics, their narrowed guidance is not enough to excite investors to deploy more capital into the software sector.
WDAY IGV MED
Neil Campling Tech/TMT Analyst 16:37
Longer-term guidance gives investors comfort in Nvidia.
Nvidia's exceptional post-earnings performance was driven by management providing longer-term guidance rather than just one or two quarters, which gave investors the comfort needed to deploy capital despite broader market concerns.
NVDA MED
Ankita Amajuri Europe Economist, Pantheon Macroeconomics 31:40
French election risks will widen bond spreads.
The spread between French and German bonds is likely to widen to 100 basis points by the end of the year because the leading French presidential candidates, such as Marine Le Pen, are proposing policies that lack fiscal prudence and will fail to constrain public spending.
OAT HIGH
Ankita Amajuri Europe Economist, Pantheon Macroeconomics 31:40
French election risks will widen bond spreads.
The spread between French and German bonds is likely to widen to 100 basis points by the end of the year because the leading French presidential candidates, such as Marine Le Pen, are proposing policies that lack fiscal prudence and will fail to constrain public spending.
French OAT-Bund spread HIGH
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This Bloomberg Markets video, published August 28, 2026, features Winnie Hsu, Neil Campling, Ankita Amajuri discussing 000660.KS, NTDOY, SONY, JPY, Japanese 2-Year Government Bonds, XLK, ANTHROPIC, WDAY, IGV, NVDA, OAT, French OAT-Bund spread. 10 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Winnie Hsu, Neil Campling, Ankita Amajuri  · Tickers: 000660.KS, NTDOY, SONY, JPY, Japanese 2-Year Government Bonds, XLK, ANTHROPIC, WDAY, IGV, NVDA, OAT, French OAT-Bund spread