The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene &amp; Paul SweeneyMonday, June 15, 2026 Featuring: 1) Rebecca Patterson, Senior Fellow at the Council on Foreign Relations, talks about how markets are making sense of the Iran interim deal as well as Kevin Warsh&#x27;s first FOMC meeting as Fed Chair. 2) Steph Guild, Chief Investment Strategist at Robinhood, talks about the legs of the equity rally and the risk of a rising VIX. 3) Julian Lee, oil strategist with Bloomberg News, on how the Iran interim deal is rippling through oil and energy markets. 4) Jim Rowan, Principal, US Head of AI at Deloitte, discusses the firm&#x27;s paper on the AI token economy. See omnystudio.com/listener for privacy information.

US-Iran Interim Deal and Fed Chair Warsh

Bloomberg Surveillance

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Rebecca Patterson right now, to be kind, senior fellow at the Council on Foreign Relations. Her work at Bridgewater, Bessemer, J.P. Morgan over the years. Thrilled she could join. I guess I got to do the Fed meeting. To me, it could be dramatic. If he's going to change things, he doesn't want to dawdle around, does he? I mean, I think priority one, two and three this week is reinforce the Fed's credibility.

You don't want any questions about any political bias. So that's that's goal number one for Kevin Warsh this week, I think, which he should be able to execute beautifully. I think beyond that, if he does a press conference, I expect he will, but it's not a given. If he does a press conference, then that'll be his opportunity to lay out the priorities. What is he going to focus on first? I would imagine he wants to review all the economic models, the processes. He's going to review communication.

He's already been very vocal about having less communication. Think more, speak less. It has been for years. Yes. It's not a new thing. The balance sheet will wait. Yeah. So, Rebecca, obviously he's got some level of pressure from the president from the White House to lower rates. But wait, the data is not there. He's got a committee he has to deal with. Yep. I would think the messaging this week is as much for the rest of us, i.e.

US-Iran Interim Deal and Fed Chair Warsh

Read the full transcript

The candid version is on a podcast,
not the earnings call.

US-Iran Interim Deal and Fed Chair Warsh

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.