Strong Jobs Report Revives Fed Rate-Hike Bets
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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 Kayne Anderson Rudnick Portfolio Manager, Senior Research Analyst Julie Biel, KPMG Chief Economist Diane Swonk, Jefferies Tech Sector Leader, Software/Internet Research Brent Thill, Zscaler CEO Jay Chaudhury, Wealth Enhancement Group Senior Investment Strategist Ayako Yoshioka, The Points Guy Senior Newsletter Editor Becky Blaine, & SUNY Purchase President Michael Steiper. Chapters: 00:00:00 Bloomberg The Close 00:02:30 Markets, Treasury Yields & the Selective Consumer 00:05:19 AI Data Centers, Inflation & the Fed 00:09:34 KPMG’s Diane Swonk on Jobs, Inflation & Rate Hikes 00:13:02 Labor Market Strength & the Fed’s Next Move 00:17:27 Top Calls 00:18:35 Jefferies on Adobe’s New CEO & Oracle Earnings 00:22:02 Oracle, OpenAI & the AI Infrastructure Trade 00:23:19 Zscaler CEO on AI Security & Enterprise Risk 00:26:34 Securing AI
Tags: ADOBE SYSTEMS INC, AMC Entertainnment Inc., Anthropic PBC, Ayako Yoshioka, BBG Markets The Close Show, Becky Blaine, Brent Thill, Delta Air Lines Inc, Diane Swonk, Donald Trump, George Ferguson, Jay Chaudhry, Julie Biel, Kevin Warsh, Kristine Aquino, Lululemon Athletica Inc., Michael Steiper, ORACLE CORP, OpenAI Inc, Robinhood Markets
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