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 BlackRock Deputy CIO, Global Fixed Income Russ Brownback, AXA Group Chief Economist Gilles Moëc, Mizuho Securities Senior Equity Research Analyst Lloyd Walmsley, AlixPartners Co-CEO Rob Hornby, Interactive Brokers Chief Strategist Steve Sosnick, Teneo CoiPresident, Political Risk Advisory Kevin Kajiwara, KPMG US Principal, Consumer & Retail Strategy Julia Wilson, The Points Guy Founder & CEO Brian Kelly, & Green Bay Packers Former Vice President Andrew Brandt.

Chapters:
00:00:00 Bloomberg The Close
00:00:15 BlackRock on Bonds, AI Financing & Market Volatility
00:06:59 France’s Fiscal Crisis, Bond Markets & U.S. Debt Risks
00:13:37 Top Calls
00:14:42 Meta’s Muse, AI Monetization & Big Tech Outlook
00:20:19 AlixPartners CEO on AI Financing, ROI & Corporate Adoption
00:25:00 AI, Jobs & the Future of Corporate Productivity
00:28:55 SpaceX’s Wireless Push & the Battle for Cell Towers
00:34:43 Market Rotation, Oil Prices & Retail Dip Buyers
00:40:45 Instacart Sale Report & Markets Head Into the Close
00:41:10 The Closing Bell
00:45:32 SpaceX, Cybersecurity & the Day’s Biggest Market Movers
00:52:10 Weekly Market Recap: AI Jitters, Oil & Big Tech
00:54:52 Teneo on Midterms, Affordability & Corporate America
01:01:22 KPMG on Holiday Spending & the K-Shaped Consumer
01:06:27 American Express, Rewards & the Loyalty Economy
01:12:06 AI, Travel Points & the Future of Credit Card Rewards
01:17:39 World Series, Small-Market Teams & MLB’s Salary Cap Debate
01:23:26 NFL’s Global Expansion & Paris Game Security
01:26:14 What to Watch
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Would Blackstone President Jonathan Gray hire someone who brought iced coffee to an interview? We caught up with Gray at the Bloomberg #NewEconomyForum for Five Questions.
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A nationwide referendum on Donald Trump. Record campaign spending. The economic fallout of foreign conflict and surging data centers. Ahead of the midterm elections, Bloomberg reporters from across the country break down some of the marquee races that will decide the balance of power and test the limits of executive influence
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Get a jump start on the US trading day with Dani Burger on “Bloomberg Open Interest.” Powerful profits from SK Hynix refuel the AI trade as booming demand for memory chips shows no signs of slowing. Microsoft and Alphabet gear up to report results on the busiest day of earnings season for the S&P 500. Plus, Federal Reserve Chair Kevin Warsh takes the spotlight, with the Fed expected to hold rates today while keeping the door open to a December move. Nuveen Chief Investment Officer Saira Malik and Goldman Sachs Chief US Economist David Mericle break down the forces shaping the market outlook through the rest of 2026. Plus, the view from Dallas with Causeway CEO Sarah Ketterer, DFW International Airport CEO Chris McLaughlin and Fortress Global Co-Head of Corporate Credit Brian Stewart.

Chapters:
00:00:00 – Open Interest
00:04:23 – SK Hynix Earnings, AI Memory Demand & Hyperscaler Spending
00:04:47 – Kevin Warsh, Fed Hold Expectations & December Rate Hike Odds
00:08:16 – Wendy’s Takeover Speculation, Trian’s Interest & Restaurant Industry Trends
00:14:30 – Texas Senate Race, Trump Campaign Strategy & Midterm Elections
00:18:48 – Saira Malik Nuveen | AI Spending, Fed Policy Risks & Market Leadership Shifts
00:22:34 – High Interest | AI Spending Boom, Memory Chip Demand & Hyperscaler Capital Expenditures
00:30:08 – Top Calls | Whirlpool Downgrade, Clover Health Initiation & Apple Upgrade
00:31:14 – SK Hynix, Microsoft, Alphabet & the AI Free Cash Flow Debate
00:38:17 – Anthropic IPO, Retail Investor Access & AI Capital Markets
00:38:40 – Anthropic’s IPO Structure, JPMorgan’s Role & Retail Allocation Plans
00:45:01 – Sarah Ketterer Causeway Capital Management | Inflation Risks, AI Infrastructure Concentration & Global Equity Opportunities
00:53:11 – High Interest | Israel Election Results, Anthropic IPO Updates & Brazil Political Developments
00:54:11 – Brian Stewart Fortress | AI Debt Issuance, Credit Market Stress & Private Credit Risks
01:05:27 – David Mericle Goldman Sachs |Fed Strategy, Inflation Risks, Oil Prices & Economic Growth
01:15:58 – Lorenzo Simonelli Baker Hughes | Baker Hughes, AI Data Center Buildout & Energy Infrastructure Demand
01:20:53 – Chris McLaughlin | DFW Airport’s $12 Billion Expansion & North Texas Growth Story
01:26:08 – Fed Decision, Microsoft Earnings & Alphabet Results Ahead
——–
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UPS CEO Carol Tomé says forwarding and logistics grew 17% in the quarter, helped by premium health care and data-center construction. She speaks with Romaine Bostick on “Bloomberg The Close.”
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