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Robert Kaplan, Goldman Sachs vice chair and former Federal Reserve Bank of Dallas president, expects Federal Reserve's Kevin Warsh to adopt a more neutral tone in his first news conference as chair. Speaking on "Bloomberg Open Interest," Kaplan also says he sees an "historic" capital expenditures boom in the US.

Investors are already looking beyond the US-Iran war, according to Morgan Stanley Chief Investment Officer Mike Wilson, even with the two sides working on a deal that defers many of the conflict's thorniest issues. He speaks with Lisa Abramowicz and Annmarie Hordern on ``Bloomberg Surveillance.''

Robert Kaplan, Goldman Sachs vice chair and former Federal Reserve Bank of Dallas president, says the US is in the midst of an "historic" capital spending boom driven by infrastructure for AI and computing power. He speaks during an interview on "Bloomberg Open Interest."

States have been competing to attract AI data centers, offering tax breaks to companies like Meta, Amazon, and Microsoft. Now Georgia is at the center of a growing debate over whether those incentives are still worth the cost. (Produced and Edited by Paul Detrick; Senior Producer Andrew Satter; Executive Producer Josh Block)

"We are entering a summer of the bond market," MUFG chief macro strategist George Goncalves said on "Bloomberg Surveillance." He says falling oil prices will smooth the way for a rally in fixed income.

US retail sales jumped in May as the value of retail purchases rose 0.9% after a revised 0.4% increase in April as consumer demand remained resilient. The figures are not adjusted for inflation. Michael McKee reports on Bloomberg Television.

Bob McNally, founder and president at Rapidan Energy Group, says oil is "oversold," but he expects the markets to retrace as he examines reaction to the interim deal between the US and Iran.

Keir Starmer is close to having been in office for two years, but his term has not been going to plan. The UK Prime Minister has seen sluggish economic growth, a collapse in popularity, and bond yields hitting highs not seen in decades. Now, many inside his own party wonder if a different leader and direction might be needed. Voters go to the polls tomorrow in Makerfield to vote on if one likely contender Andy Burnham, will make it to parliament. John Caudwell is a the billionaire investor and founder of Phones4u. He was a lifelong Conservative supporter who switched to Labour in 2024. Joined Stephen Carroll and Lizzy Burden to shares his views on the outlook for the UK.

Jeff Bezos, the founder of Amazon.com Inc. and rocket company Blue Origin, says the explosion of its New Glenn rocket "was a rough moment," adding it was "a gut punch" for the whole team involved. The rocket exploded in Florida in May. (Source: VivaTech 2026)

Ian Lyngen, head of US rates strategy at BMO Capital Markets, discusses what to expect from the Federal Reserve's first policy decision under Chair Kevin Warsh. "The energy shock remains extremely topical for monetary policymakers and will probably ultimately drive the tone of what we hear from Warsh," he tells Bloomberg Television.

Japanese Defense Minister Shinjiro Koizumi spoke with Bloomberg News' Alastair Gale in Tokyo about security in the Asia Pacific region.

European Investment Bank President Nadia Calviño discusses the lender's investment in security defense, tech and energy projects in an interview with Bloomberg TV's Guy Johnson. She said the UK's exit from the European Union is partly responsible for the EU's failure to integrate its capital markets. "We shouldn't underestimate the importance of Brexit," Calviño said on Wednesday. "London was Europe's financial market, and after Brexit we have divided our forces."