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 Morgan Stanley Private Wealth Management Executive Director Katerina Simonetti, State Street Investment Management Global Head, Gold Strategy Aakash Doshi, City Analyst Ari Rosa, UPS CEO Carol Tomé, Goldman Sachs Asset Management Global Head of Multi-Asset Solutions Alexandra Wilson-Elizondo, Tola Capital Founder & Managing Director Sheila Gulati, Montage International Chairman, CEO & Founder Alan Fuerstman, Former Fed Governor Randy Kroszner, & RBC Capital Markets Head of US Rates Strategy Blake Gwinn.
Chapters:
00:00:00 Tech Rally, Fed Decision & Big Tech Earnings Ahead
00:02:04 Morgan Stanley on AI, Market Rotation & Portfolio Strategy
00:08:47 Gold Outlook, Higher Rates & the Fed
00:15:43 Top Calls
00:16:40 UPS Earnings, Pricing Power & Freight Recovery
00:22:08 UPS CEO Carol Tomé on the Company’s Turnaround
00:27:15 Health-Care Logistics, GLP-1s & UPS Growth
00:32:44 UPS Succession, Automation & Productivity
00:37:26 Teamsters, Labor Negotiations & the 2028 Contract
00:42:48 UPS on Holiday Demand & the K-Shaped Consumer
00:46:35 Goldman Sachs on AI Financing & Market Risk
00:50:08 The Closing Bell
00:53:03 Market Movers: Western Digital, JetBlue & Boeing
00:57:06 Robinhood, Visa & Seagate Report Earnings
01:02:50 Big Tech Earnings & the AI Trade
01:05:02 Microsoft, Azure & the Return on AI Investment
01:09:29 Microsoft Buyouts, AI Jobs & Corporate Culture
01:12:08 Israel Election Exit Polls & Coalition Outlook
01:15:21 Montage International CEO on Luxury Travel & Consumer Resilience
01:20:02 Luxury Hotels, Global Expansion & the Middle East
01:22:25 Fed Decision Preview & Inflation Risks
01:27:10 Labor Market Risks & the Fed Rate Outlook
01:29:19 RBC on Fed Hikes, Treasury Yields & Warsh
01:35:12 What to Watch
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