Today, Yelena Shulyatyeva, senior US economist at The Conference Board, reacts to comments by Fed Chair Kevin Warsh after the first Fed decision of his tenure as he promises process reforms. Then, Bloomberg's Stuart Paul joins Andrew Szczurowski, strategic income portfolio manager at Morgan Stanley Investment Management, to dive deeper into the data as the Fed holds rates, but indicates a potential hike to come in 2026. Plus, Deborah Weinswig, CEO of Coresight Research, breaks down what a slight rise in retail sales says about the larger economy. Finally, Ho K. Nieh, chairman at the Trump administration's Nuclear Regulatory Commission, on the White House's move to rebuild the US nuclear energy sector. Chapters: 00:00:00 - Bloomberg Businessweek Daily 00:00:29 - Fed Day: First Reactions to Kevin Warsh 00:01:17 - Warsh’s First Press Conference Highlights 00:02:36 - Economist Reaction: Hawkish Shift & Communication Changes 00:09:20 - Market Close: Stocks and Bonds React to the Fed 00:13:09 - Deeper Analysis: Warsh, Dot Plot, and Rate Outlook 00:20:23 - Will Less Fed Communication Increase Market Volatility? 00:23:25 - Fed Task Forces: Communication, Balance Sheet & Data 00:27:29 - Housing Market Impact of Higher Rates 00:28:28 - AI, Productivity, and the Future Economy 00:30:12 - Closing Bell and Market Recap 00:32:14 - AI Race: ASML Says the US Leads China 00:33:37 - Consumers, Inflation, and Retail Spending Trends 00:37:17 - GLP-1 Drugs Reshaping Retail Demand 00:41:23 - Consumer Confidence and Economic Messaging 00:45:55 - Nuclear Energy Push and AI Power Demand 00:50:05 - NRC Chairman on New Nuclear Reactor Development 00:55:27 - Next-Generation Reactors Explained 00:57:24 - Stocks on the Move: SpaceX, CarMax & SmartBird -------- 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: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts