Warsh Speech from Jackson Hole on Deck | Opening Trade 8/28/2026

US stocks and Treasuries drifted ahead of Federal Reserve Chair Kevin Warsh’s address at Jackson Hole, with traders looking for clarity on his economic outlook and strategy for bringing inflation back to target. Warsh’s address, scheduled for 10 a.m. New York time, is shaping up as a crucial moment for markets as doubts about his commitment to taming inflation have helped push up long-term yields. A divided policy committee and the Treasury’s bond market intervention are further complicating the backdrop. The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards, Guy Johnson and Tom Mackenzie. Chapters: 00:00:00 - The Opening Trade | 8/28/2026 00:01:20 - Warsh Speech in Spotlight 00:03:42 - AI Trade Revived 00:06:05 - Hormuz Flows Ease Oil Supply Fears 00:09:02 - Daybook 00:11:39 - Kansas Fed’s Schmid 00:14:42 - Freya Beamish of GlobalData 00:21:37 - Need To Know: Nepal, Infantino, “Lake America” 00:25:48 - Amy Gower of Morgan Stanley 00:32:11 - Chicago Fed’s Gooslbee 00:33:06 - Norway’s King Harald Dead 00:33:47 - MLIV 00:38:15 - Fiscal Focus for French Presidential Debate 00:40:54 - Stocks To Watch 00:47:59 - The Market Open 00:50:42 - Paul Jackson of Invesco 00:58:34 - Core 6 & Movers 01:15:34 - Chinese Hybrids Surge 01:18:53 - Robotaxis in London 01:20:31 - Ashwini Anburajan of Obi 01:28:19 - Fed Officials Split on Rate Path 01:29:22 - Warsh Speech Preview 01:31:36 - Nepal Flash Flood Death Toll Rises -------- 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