Fed Holds Rates With a Hawkish Edge

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 -------- 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