Bloomberg

Bloomberg's Mike McKee discusses the challenges facing incoming Federal Reserve Chair Kevin Warsh on "Bloomberg Open Interest."

Treasury yields are starting to become "unhinged,'' which will be a challenge for incoming Federal Reserve Chair Kevin Warsh, according to Subadra Rajappa, the head of research for Societe Generale Americas. She speaks with Jonathan Ferro and Lisa Abramowicz on Bloomberg Television's "Surveillance.''

After spending time with leaders across Asia and China, Ray Dalio says the perception of American power is shifting fast. Countries that once relied on the US for security are recalibrating toward Beijing, and China sees itself entering a new era of influence rooted in its historical "tribute system." Meanwhile, Dalio says investors tracking the war in Iran are trading on cash flows, not fear, and they need diversification, liquidity, and gold to navigate what comes next.

SambaNova CEO Rodrigo Liang joined Bloomberg  Open Interest to explain why the next AI war won't be about training models, but rather it will be about  inference costs, compute shortages, and who can scale AI infrastructure profitably. In a direct contrast with Cerebras after its blockbuster IPO, Liang breaks down the coming AI supply crunch, exploding enterprise demand, and why inference could become the biggest business in tech.

Dan Ives of Wedbush Securities says the Cerebras Systems IPO is a watershed moment for the tech sector. He sees the Nasdaq hitting 30,000 in the next six to nine months. He has more on "Bloomberg Surveillance."

US President Donald Trump said he made no commitment to Chinese leader Xi Jinping over Taiwan, and said he would make a decision soon over a planned $14 billion arms deal with the island. Trump's remarks aboard Air Force One came after Xi issued an unusually blunt warning that the two nations could descend into conflict if the Taiwan issue is mismanaged. Bloomberg's Annmarie Hordern reports from Beijing.

Sébastien Page, T. Rowe Price CIO and head of global multi-asset, talks about the challenges around hedging against inflation risk. He says the main risk in financial markets is the "collision course between inflation and Fed policy." He speaks on "Bloomberg Surveillance."

President Donald Trump heads home after a two day summit with China's Xi Jinping in Beijing. Bloomberg's Annmarie reports on what they've accomplished and what's next.

US President Donald Trump's two-day visit to China has come to an end. President Xi Jinping hailed the results of the summit and touted an agreement on a new relationship for the countries, projecting optimism despite unresolved tensions and limited deals announced so far. Bloomberg's Minmin Low reports from Beijing.

US President Donald Trump's two-day visit to China has come to an end. President Xi Jinping said the two nations agreed to stabilize trade relations. Bloomberg's Brendan Murray recaps the summit and what key issues were discussed by the leaders.