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 DWS Group Head of Fixed Income, Americas George Catrambone, Upwork CEO Hayden Brown, Citizens Equity Research Analyst, Managing Director Jay McCanless, VSORA Chair Sandra Rivera, Rockefeller Global Family Office Private Advisor Angela Mwanza, Oaktree Portfolio Manager Danielle Poli, Wellington Management Private Capital Formation & Investor Relations Head Laura Kirk, Robinhood Futures & Prediction Markets VP & GM JB Mackenzie, MoneyGram CEO Anthony Soohoo, & Dutch Bros CEO & President Christine Barone.
Chapters:
00:00:00 Bloomberg The Close
00:02:38 DWS on Fed Hikes, Kevin Warsh & the Bond Market
00:06:36 Treasury Yields, Credit Markets & Hyperscaler Debt
00:10:30 Upwork on AI’s Impact on Jobs & the Labor Market
00:13:10 Freelancing, AI Agents & the Future of Work
00:16:35 Top Calls
00:17:45 Lennar Earnings Preview & Rising Mortgage Rates
00:21:32 Housing, Treasury Yields & the Broader Market
00:24:01 Sandra Rivera on AI Infrastructure & Demand
00:25:50 AI Inference, Chip Competition & Capital Spending
00:29:13 AI Investment, Sovereign Chips & Supply Chains
00:32:58 AMC, Robinhood & Tokenized Stocks
00:35:26 Fed Rate-Hike Odds, Oil & Treasury Yields
00:37:18 Rockefeller on the Fed, Rates & Market Risk
00:40:08 Small Caps, Cyclicals & Market Broadening
00:46:12 Treasury Yields Hit 5% as Stocks Finish Lower
00:49:03 Oil, Consumers & the Bond Market Selloff
00:51:49 Oaktree on Credit Risk, Distress & Market Opportunities
00:55:01 Fed Policy, Private Credit & Portfolio Positioning
00:58:00 Software Credit, Distressed Investing & Higher Rates
01:00:04 Wellington on Private vs. Public Markets
01:03:22 Private Markets, Liquidity & Wealth Management
01:06:28 Private Credit Growth & Lessons From Lehman
01:07:56 Robinhood on Fed Prediction Markets
01:11:05 Sports Betting, Prediction Markets & Regulation
01:14:58 MoneyGram CEO on Crypto Regulation & the Clarity Act
01:17:17 MoneyGram’s New Stablecoin Card & Remittances
01:21:46 Dutch Bros CEO on Expansion & Consumer Spending
01:24:01 Dutch Bros Growth, Service & the Coffee Consumer
01:27:21 What to Watch
——–
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
