Fed Holds Rates With a Hawkish Edge

0 October 28, 2026 19:21

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 Americas CEO Hepsen Uzcan, Stony Brook University Public Policy & Economics Professor Stephanie Kelton, VF Corp CEO Bracken Darrell, Jersey Mike’s CEO Charlie Morrison, DoubleLine Capital Portfolio Manager Ken Shinoda, DA Davidson Managing Director, Head of Tech Research Gil Luria, Ford CFO Sherry House, Rosenblatt Securities Managing Director, Senior Research Analyst Scott Devitt, & Allspring Global Investments Senior Portfolio Analyst Abby Roach.

Chapters:
00:00:00 Bloomberg The Close
00:02:32 DWS Americas CEO on Fed Policy, Bonds & Diversification
00:09:11 U.S. Deficits, Inflation & the Fed Rate Outlook
00:14:27 VF Corp CEO on Vans, North Face & the Consumer
00:20:32 Pricing Power, Tariffs & the K-Shaped Economy
00:22:42 Jersey Mike’s CEO on Growth, Traffic & Consumer Value
00:28:27 Jersey Mike’s Expansion & Fed Rate Hike Outlook
00:31:30 Microsoft & Alphabet Earnings Hit After the Bell
00:36:30 Microsoft Azure, Google Search & AI Returns
00:42:05 FedEx, Chipotle & ServiceNow Report Earnings
00:47:38 Microsoft, Copilot & Enterprise AI Growth
00:49:24 Ford CFO on Earnings, Demand & the Consumer
00:54:13 Ford’s AI Strategy, EVs & Hybrid Growth
00:58:32 Alphabet Earnings, Search Weakness & Gemini
01:04:59 Google Cloud, Gemini & the AI Search Transition
01:07:08 Chipotle Earnings, Traffic & Pricing Power
01:12:00 Alphabet’s Agentic AI Strategy & Cloud Growth
01:14:34 FedEx Earnings, UPS & Holiday Shipping Demand
01:19:10 Amazon Earnings Preview & the Cloud AI Race
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