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Fed Decision Fallout, Jersey Mike’s Goes public | Bloomberg Businessweek Daily 7/30/2026


30-year yields rise to its highest levels since 2007 following the Fed’s decision to keep rates steady, and Chair Warsh’s remarks following the FOMC meeting. Bloomberg Economist Stuart Paul and Chief US Interest Rate Strategist Ira Jersey discuss Wednesday’s meeting and the market reaction. Plus, Aon CFO Edmund Reese, discusses the professional services company’s 2Q earnings and how to navigate geopolitical uncertainties.  Then, Bloomberg ‘Open Interest’ Co-Host Dani Burger interviews Jersey Mike’s CEO Charlie Morrison at the NYSE after raising $1B in IPO.

00:00:00 Bloomberg Businessweek Daily
00:01:49 Why the Fed Still Matters
00:03:42 Bloomberg’s Earnings Q&A Invitation
00:03:45 Market Update: Microsoft Leads the Rally
00:06:00 Decoding Kevin Warsh’s Fed Strategy
00:10:21 Can Markets Trust the New Fed?
00:12:50 Should the Fed Explain Itself?
00:15:08 Is the Market Misreading Warsh?
00:22:48 Geopolitics Creates New Business Risks
00:24:54 The Insurance Challenge for AI Data Centers
00:28:53 DeepSeek’s Massive AI Data Center
00:31:13 Is the AI Infrastructure Boom Slowing?
00:32:36 Market Update: Chips Continue Higher
00:34:00 Jersey Mike’s CEO on IPO Day
00:36:13 Growth Plans & International Expansion
00:39:53 Has Jersey Mike’s Changed Under Blackstone?
00:42:43 Starbucks Earnings & Store Turnaround
00:46:00 Amazon & Apple Earnings Preview
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