PIMCO Market Strategist and Portfolio Manager Tony Crescenzi tells Bloomberg This Weekend that rising US interest costs and the selloff in CoreWeave debt show how bond investors are imposing greater discipline on borrowers, particularly companies with less certain cash flows. Speaking with hosts David Gura and Christina Ruffini, Crescenzi says divided government could be supportive for markets after the midterm elections and argues the AI investment cycle still has a long way to run.
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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 New York Life Investment Management Global Market Strategist Julia Hermann, Focus: HOPE CEO Portia Roberson, CIBC Private Wealth Senior Energy Trader Rebecca Babin, Bedrock CEO Jared Fleisher, Hamtramck City Clerk Sami Ehady, Janus Henderson Investors Head of Multi-Asset Macro Investing Mike Contopoulos, Wedbush Securities Equity Research, Hardware Managing Director Matt Bryson, VSORA Chair Sandra Rivera, S&P Global Ratings Chief Analytical Officer For Governments Nora Wittstruck, University of Michigan Surveys of Consumers Director Joanne Hsu, & Edward Jones Head of Policy, Regulatory and Government Relations Andy Blocker.

Chapters:
00:00:00 Bloomberg The Close
00:04:36 New York Life on Elections, AI & Market Volatility
00:10:12 Detroit Jobs, Manufacturing & the Future Workforce
00:16:46 CIBC on Oil, Iran & Geopolitical Risk
00:22:26 Bedrock CEO on Detroit’s Real Estate Transformation
00:28:07 Renaissance Center, Development & Detroit’s Comeback
00:32:00 Michigan Voter Turnout & Election Day Issues
00:36:44 Janus Henderson on AI Debt, Markets & the Fed
00:42:41 Markets Head Into the Close on Election Day
00:43:09 The Closing Bell
00:48:34 Booking Holdings, Amgen & Super Micro Earnings
00:53:48 Market Recap: Nasdaq Rises as Dow Falls
00:56:10 Super Micro Earnings & AI Data Center Demand
00:57:56 AMD Earnings Beat as AI Chip Demand Surges
01:02:31 Data Centers, Midterms & the AI Infrastructure Boom
01:08:00 Michigan Midterms, Jobs & Detroit’s Comeback
01:12:19 S&P Global on Elections, Credit & Fiscal Policy
01:18:02 Michigan Consumer Sentiment & the Economy
01:23:09 Edward Jones on Financial Stress & Affordability
01:28:09 AMD Earnings & Midterms
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Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Vonnie Quinn, Carol Massar and Tim Stenovec.
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The US consumer price index rose 0.6% in September from a month earlier, and 3.7% on an annual basis, according to the Bureau of Labor Statistics. The data shows gas prices rose by 9.1%. Bloomberg’s Michael McKee has the initial reading.
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Morgan Stanley Chief US Equity Strategist Mike Wilson says investors are rotating out of some of the year’s biggest winning technology trades. He says hyperscalers will stabilize and semiconductors stocks will correct. He speaks on “Bloomberg Surveillance.”
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