Bond Yields Surge Ahead of the Fed Rate Decision

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 Group Head of Fixed Income, Americas George Catrambone, Upwork CEO Hayden Brown, Citizens Equity Research Analyst, Managing Director Jay McCanless, VSORA Chair Sandra Rivera, Rockefeller Global Family Office Private Advisor Angela Mwanza, Oaktree Portfolio Manager Danielle Poli, Wellington Management Private Capital Formation & Investor Relations Head Laura Kirk, Robinhood Futures & Prediction Markets VP & GM JB Mackenzie, MoneyGram CEO Anthony Soohoo, & Dutch Bros CEO & President Christine Barone. Chapters: 00:00:00 Bloomberg The Close 00:02:38 DWS on Fed Hikes, Kevin Warsh & the Bond Market 00:06:36 Treasury Yields, Credit Markets & Hyperscaler Debt 00:10:30 Upwork on AI’s Impact on Jobs & the Labor Market 00:13:10 Freelancing, AI Agents & the Future of Work 00:16:35 Top Calls 00:17:45 Lennar Earnings Preview & Rising Mortgage Rates 00:21:32 Housing, Treasury Yields & the Broader Market 00:24:01 Sandra Rivera on AI Infrastructure & Demand 00:25:50 AI Inference, Chip Competition & Capital Spending 00:29:13 AI Investment, Sovereign Chips & Supply Chains 00:32:58 AMC, Robinhood & Tokenized Stocks 00:35:26 Fed Rate-Hike Odds, Oil & Treasury Yields 00:37:18 Rockefeller on the Fed, Rates & Market Risk 00:40:08 Small Caps, Cyclicals & Market Broadening 00:46:12 Treasury Yields Hit 5% as Stocks Finish Lower 00:49:03 Oil, Consumers & the Bond Market Selloff 00:51:49 Oaktree on Credit Risk, Distress & Market Opportunities 00:55:01 Fed Policy, Private Credit & Portfolio Positioning 00:58:00 Software Credit, Distressed Investing & Higher Rates 01:00:04 Wellington on Private vs. Public Markets 01:03:22 Private Markets, Liquidity & Wealth Management 01:06:28 Private Credit Growth & Lessons From Lehman 01:07:56 Robinhood on Fed Prediction Markets 01:11:05 Sports Betting, Prediction Markets & Regulation 01:14:58 MoneyGram CEO on Crypto Regulation & the Clarity Act 01:17:17 MoneyGram’s New Stablecoin Card & Remittances 01:21:46 Dutch Bros CEO on Expansion & Consumer Spending 01:24:01 Dutch Bros Growth, Service & the Coffee Consumer 01:27:21 What to Watch -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts