Kevin Warsh Sparks Bond Rout After Fed Decision; US Strikes Iran Again | Daybreak Europe 7/30/2026

Watch on YouTube ↗  |  July 30, 2026 at 07:01  |  47:06  |  Bloomberg Markets
Speakers
Crossett — Cross Asset Strategist
Olivier Blum — CEO, Schneider Electric
Jean-François Decaux — Co-CEO, JCDecaux
Bloomberg Reporter — Hong Kong Correspondent
L'Oréal CEO — CEO
Abeer Abu Omar — Reporter, Bloomberg London

Summary

The episode covers a bond rout after the Fed held rates under Chair Kevin Warsh, with 30-year Treasury yields hitting a 19-year high as investors doubt his inflation fight. US strikes on Iran push Brent above $90. Samsung's chip profit surges, while Meta's AI spending worries contrast with Microsoft's cloud growth. Interviews with Schneider Electric and JCDecaux CEOs highlight AI-driven demand and advertising resilience.

  • Fed holds rates; three officials dissent for a hike, sparking a bond selloff and a jump in 30-year Treasury yields to highest since 2007
  • Investors question Chair Warsh's inflation commitment, driving long-end yields higher as bond vigilantes reassert themselves
  • US launches fresh strikes on Iran, Brent crude rises above $90 amid widening Middle East conflict and Strait of Hormuz disruptions
  • Samsung chip profit jumps 250-fold on AI memory boom; shares volatile after initial gains
  • Microsoft Azure cloud growth accelerates, while Meta's revenue forecast disappoints, highlighting divergence in AI monetization
  • Schneider Electric raises sales forecast on AI data center demand; CEO sees sustained infrastructure spending
  • JCDecaux beats revenue estimates with strong digital and programmatic ad growth, resilient despite geopolitical tensions
  • Bank of England decision and euro area GDP data also in focus; UK economist expects a hold citing restrictive policy and loose labor market
Ideas
Crossett Cross Asset Strategist 8:29
Fed credibility loss punishes long bonds.
Fed Chair Kevin Warsh's commitment to tackling inflation is doubted by investors. The Fed held rates but three officials dissented in favor of a hike, leading markets to question whether the Fed will act. This credibility gap is causing bond vigilantes to drive long-end Treasury yields higher, and U.S. Treasuries are set to become one of the worst-performing bond markets.
TLT HIGH
Jean-François Decaux Co-CEO, JCDecaux 17:33
Digital and AI ads boost revenue.
JCDecaux reported better-than-expected first-half growth driven by digital advertising and programmatic revenues. Generative AI brand campaigns are boosting tech-sector revenue, and the company remains resilient despite Middle East tensions. No slowdown is expected in Q3, with Q3 guidance at 5% organic growth.
DEC.PA MED
Olivier Blum CEO, Schneider Electric 34:10
AI data center demand fuels growth.
Schneider Electric is benefiting from unprecedented AI-driven demand for data center equipment, alongside global electrification and digitalization trends. The company raised its sales forecast after strong Q2 earnings, sees sustained demand for years, and is leveraging acquisitions to enhance its AI and industrial intelligence capabilities.
SU.PA MED
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815 Money Talk (815머니톡) · Jul 30

This Bloomberg Markets video, published July 30, 2026, features Crossett, Jean-François Decaux, Olivier Blum discussing TLT, DEC.PA, SU.PA. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Crossett, Jean-François Decaux, Olivier Blum  · Tickers: TLT, DEC.PA, SU.PA