Treasury Yields Hit Highest Level Since 2002

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 Kestra Investment Management Chief Investment Officer Kara Murphy, Vanguard Senior Fixed Income Client Portfolio Manager Joyce Huang, BofA Securities Senior Equity Research Analyst Wamsi Mohan, CH Robinson President & CEO Dave Bozeman, Former Boston Fed President Eric Rosengren, Pivotal Advisors CEO & CIO Tiffany McGhee, UBS Chief Investment Office Fixed Income Strategy Head Leslie Falconio, CHANGE Global Founder & Managing Director Thea Jamison, Coresight Research Founder & CEO Deborah Weinswig, & Babylist CEO Jennifer Hyman.

Chapters:
00:00:00 Bloomberg The Close
00:01:58 Kestra CIO on Inflation, Debt & Rising Rates
00:05:02 AI Earnings, Capex & Portfolio Positioning
00:08:38 Vanguard on Treasury Yields & Fed Policy
00:12:02 Bonds, Credit Risk & Fixed-Income Opportunities
00:14:23 Top Calls
00:15:31 Apple Faces New Threat From Meta’s Muse AI Agent
00:18:46 Apple’s AI Strategy, Privacy & Agentic Computing
00:22:38 C.H. Robinson CEO on $5.8 Billion RXO Deal
00:26:01 AI, Logistics & Freight Industry Consolidation
00:28:49 Former Boston Fed President on the Next Rate Hike
00:31:40 Fed Independence, Kevin Warsh & Forward Guidance
00:35:24 Stocks Near Records Ahead of Earnings Season
00:38:03 Oil, Inflation & Building a Diversified Portfolio
00:40:21 AI, Energy & Avoiding Big Tech Concentration
00:43:19 Closing Bell
00:46:13 Market Movers: PTC, SpaceX & M&A
00:48:38 C.H. Robinson, Chipotle & the Day’s Decliners
00:51:22 Meta, Microsoft & the Battle Over AI Tools
00:52:27 College Tuition Costs Finally Start to Fall
00:55:09 Market Recap: Tech Records & Treasury Yields
01:00:09 Bonds, Inflation & Fixed-Income Opportunities
01:02:53 French Debt Crisis Sends Euro to 17-Month Low
01:05:01 France’s Fiscal Risks & the European Bond Market
01:08:37 Brazil Election Boosts Stocks & Investor Optimism
01:11:00 Latin America Emerges as an Investment Opportunity
01:13:46 Commodities, Argentina & Emerging Markets
01:16:00 Amazon Prime Big Deal Days & Holiday Shopping
01:18:40 AI Shopping Agents Reshape the Holiday Consumer
01:20:39 Gen Z, GLP-1s & the Return to Physical Stores
01:23:16 Babylist CEO on Its New Manhattan Showroom
01:26:09 Babylist’s Expansion Beyond the Baby Registry
01:28:01 The Future of Baby Retail & Community Shopping
——–
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Treasury Yields Hit Highest Level Since 2002

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