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AI Debt Binge Fueling Private Bond Market | The Close 7/1/2026

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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 Charles Schwab Chief Investment Strategist Liz Ann Sonders, Jefferies Tech Sector Leader, Software/Internet Research Brent Thill, Union Square Advisors President & Co-Founder Ted Smith, Guggenheim Partners Senior Analyst of Retail & E-Commerce Simeon Siegel, Kayne Anderson Rudnick Portfolio Manager, Senior Research Analyst Julie Biel, Bank of America Co-Head of Global FICC Sales Rashaan Reid, Ramp Economist Ara Khazarian, The Conference Board Chief Economist Dana Peterson, & Chuck E. Cheese CEO Scott Drake.

Chapters:
00:00:00 Bloomberg The Close
00:03:10 Charles Schwab on Market Rotation & Leadership
00:10:31 Meta’s AI Cloud Ambitions Shake Up Tech
00:15:04 Top Calls
00:16:33 Software Stocks, AI Infrastructure & Investor Sentiment
00:23:50 IPO Market Outlook After SpaceX
00:30:34 Stock of the Hour: Nike Rallies After Earnings
00:36:48 Kayne Anderson on Market Breadth & AI Investing
00:43:22 Closing Bell
00:46:08 Meta Surges, Microsoft Rebounds & IPO Winners
00:48:51 CoreWeave, Caterpillar & Walmart Lead Decliners
00:56:13 Bank of America on AI Financing & Higher Rates
01:04:20 Inside the Private Bond Market’s AI Boom
01:08:15 AI Adoption Is Creating Jobs, Not Cutting Them
01:13:12 Dana Peterson Previews the June Jobs Report
01:19:14 Chuck E. Cheese’s Expansion Strategy
01:28:14 What to Watch
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Oil Traders Prepare for OPEC+ Supply Decision

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With oil having surged to around $90 a barrel, traders are eagerly awaiting OPEC+’s meeting on Wednesday. Goldman Sachs says there’s a growing chance the group announces a bigger-than-expected increase in production, which could push prices down. Bloomberg’s Paul Wallace reports on “Bloomberg Daybreak: Europe”

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What New UK Chancellor John Healey Means for Markets

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What does Andy Burnham’s surprise pick for UK chancellor mean for markets?

Alice Atkins explains what to know about former defense secretary John Healey — and why his appointment is raising the prospect of a comeback for war bonds.
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‘Bloomberg Surveillance: Early Edition’ Full (03/08/22)

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Bloomberg Surveillance: Early Edition, live from London and New York. Francine Lacqua, Anna Edwards, Matt Miller, and Kailey Leinz deliver the latest news and analysis on the markets with leaders in global finance and economics. Fatih Birol, IEA Executive Director, says the group is prepared to recommend that its members release more emergency oil stockpiles if necessary. Silvia Dall’Angelo, Federated Hermes Senior Economist, says the ECB will put normalization plans on hold. Georgina Wright, Institut Montaigne Senior Fellow and Director for the Europe Program, says there’s a wake up call in Europe.

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Pakistan Targets Growth of More Than 4% for 2026

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Pakistani Finance Minister Muhammad Aurangzeb discusses the country’s financing needs and economic growth outlook. He speaks with Avril Hong on the sidelines of the IMF and World Bank Annual Meetings in Bangkok.
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Paraguay president: We’re increasing beef exports to US

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Paraguay’s President Santiago Peña says the country is increasing its exports of beef to the US. Peña also says that the US has not allocated a quota for Paraguay beef exports https://bloom.bg/4xNVK9N

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