Markets Rise as AI, Oil & Treasury Yields Drive the Week
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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 Morgan Stanley Private Wealth Management Executive Director Katerina Simonetti, BMO Chief FX Strategist Mark McCormick, Jefferies Managing Director & Equity Research Analyst David Katz, Yale University Jackson Institute for Global Affairs Senior Fellow Stephen Roach, Citi Wealth Head of Portfolio Construction & Analytics Olaolu Aganga, Council on Foreign Relations Senior Fellow Rebecca Patterson, Georgetown Institute of International Economic Law Visiting Scholar Peter Harrell, & Keeneland President & CEO Shannon Arvin. Chapters: 00:00:00 Bloomberg The Close 00:02:37 Morgan Stanley on AI, Market Broadening & Portfolio Strategy 00:05:18 Oil Prices, Fed Rate Hikes & Bond Opportunities 00:09:39 The Yen, Dollar & Japan’s Currency Strategy 00:12:55 Dollar Strength, Real Yields & Fed Policy 00:16:41 Top Calls 00:18:02 Carnival Ear
Tags: Agentic AI, BBG Markets The Close Show, Carnival Corp., Carol Massar, Comcast Corp., David Katz, David Papadopoulos, Donald Trump, Isabelle Lee, Katerina Simonetti, Keeneland Association Inc, Mark McCormick, Meta Platforms, Microsoft Corp., NIKE INC, Norah Mulinda, Olaolu Aganga, OpenAI Inc, Peter Harrell, Rebecca Patterson
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