Bloomberg Television 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 BMO Private Wealth Chief Market Strategist Carol Schleif, JPMorgan US Inflation Strategy Head Phoebe White, Seaport Research Partners Senior Analyst David Joyce, Bogg Bag Founder and CEO Kim Vaccarella, American Century Investments Multi-Asset Strategies CIO Richard Weiss, 22V Research Washington Policy Research Head Kim Wallace, PWC CTIO Matt Wood, WSL Strategic Retail CEO and Chief Shopper Wendy Liebmann, JLL Retail Advisory Services President Naveen Jaggi, Glowbar CEO and Founder Rachel Liverman
Chapters:
00:03:49 – BMO’s Schleif on Consumer Sentiment
00:09:10 – JPMorgan’s White on Inflation Expectations
00:16:53 – Top Calls: Carnival, Caterpillar, Meta
00:18:42 – Seaport Research Partners’ Joyce on Netflix
00:24:14 – Bogg Bag Resumes Manufacturing in China
00:31:44 – Novo Nordic Slides on CEO Departure
00:38:14 – Weiss on Relief Rally
00:44:08 – Closing Bell
00:57:22 – 22V Research’s Wallace on GOP Hardliners Rejecting Trump Tax Bill
01:03:55 – PWC CTIO on AI Budget Increasing Due to Agentic AI
01:09:55 – Retail Earnings in Full Swing Next Week
01:16:33 – JLL’s Jaggi on Retail Space
01:24:04 – Global CEO on Providing 30 Minute, Effective, Affordable Facials
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