The Close brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today’s guests are UBS US Rates Strategy Head Phoebe White, Cboe Global Markets VP, Head of Derivatives Market Intelligence Mandy Xu, Musician & FYI.AI Founder & CEO will.i.am, BNY Investments Chief Economist Vincent Reinhart, Charles Schwab Chief Investment Strategist Liz Ann Sonders, California Attorney General Rob Bonta, Macerich President & CEO Jack Hsieh, LuxExperience CEO Michael Kliger, & Jeni’s Splendid Ice Creams Founder Jeni Britton.
Chapters:
00:00:00 Bloomberg The Close
00:02:38 Fed Policy, Inflation & the 10-Year Yield
00:06:20 Global Central Banks, Oil & Bond Market Risks
00:09:01 Market Volatility, Oil & Investor Hedging
00:12:01 Earnings Volatility, Tech & the AI Trade
00:16:20 Top Calls
00:17:45 will.i.am on Personal AI Agents & the Future of Work
00:21:06 Scaling AI Agents Across Colleges & Universities
00:23:33 Vincent Reinhart on the Bank of Japan & Global Rates
00:27:04 Central Bank Hikes, Treasury Yields & Kevin Warsh
00:29:27 Fed Tightening, Inflation & Risks to the Economy
00:32:12 Generac’s Amazon Deal & AI Data Center Power
00:36:31 Charles Schwab on Stocks, Bonds & a New Inflation Era
00:39:31 Rethinking the 60/40 Portfolio & Diversification
00:41:29 AI Productivity, Jobs & Inflation
00:43:12 Closing Bell
00:46:19 Market Movers: Intel, SpaceX & Generac
00:48:27 Paramount, Lennar & the Day’s Biggest Losers
00:52:54 Paramount-Warner Bros. Merger Faces Antitrust Fight
00:54:20 California AG Rob Bonta on Paramount & Warner Bros.
00:57:55 Jobs, Competition & the Paramount Merger
01:00:53 State vs. Federal Power in Antitrust Enforcement
01:03:43 Rob Bonta on AI Regulation & Social Media
01:06:08 Ticketmaster, Prediction Markets & State Regulation
01:08:50 Mail-In Voting & Election Law in California
01:10:44 Shopping Malls Rebound as Consumers Keep Spending
01:13:12 Dick’s House of Sport & the New Mall Experience
01:15:59 Higher Rates, Retail Real Estate & Holiday Shopping
01:17:55 LuxExperience CEO on the Resilient Luxury Consumer
01:20:31 Net-a-Porter & the Future of Luxury E-Commerce
01:23:45 U.S. Luxury Spending, Tariffs & Global Growth
01:26:25 Jeni Britton on Fiber Bars & Her Next Food Venture
01:29:06 Starbucks, Flora Bars & Retail Expansion
01:30:31 What to Watch
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