Iran, Oil, Canada & U.S. Trade Tensions

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 RBC Capital Markets Head of Derivatives Strategy Amy Wu Silverman, Canada Chamber of Commerce Principal Economist Andrew DiCapua, Guggenheim Senior Analyst, Retail & E-Commerce Simeon Siegel, Marquee Brands CEO Heath Golden, Westwood Holdings Group CEO Brian Casey, AllianceBernstein Head of Equities Nelson Yu, BIVA CEO Maria Ariza, Panama Canal Administrator Ilya Espino de Marotta, Qualcomm CFO Akash Palkhiwala, Cisco President & Chief Product Officer Jeetu Patel, & Kroll CEO Jacob Silverman. Chapters: 00:00:00 Bloomberg The Close 00:03:00 RBC’s Amy Wu Silverman on September Volatility & CPI 00:06:02 AI Data Centers, Midterms & Market Correlation Risks 00:10:09 Canada Retaliates With New U.S. Tariffs 00:13:00 Canada’s Trade Diversification & U.S. Dependence 00:17:21 Top Calls 00:18:30 Retail Outlook: Lululemon, Off-Price & Macy’s 00:22:36 Marquee Brands CEO on Roots Acquisition 00:25:37 Roots, Tariffs & Marquee’s Asset-Light Strategy 00:29:06 Martha Stewart, Cavalli & Global Brand Expansion 00:31:27 AI Power Demand & a New Texas Stock Exchange ETF 00:35:59 Markets, Tariffs & AI Capex With Nelson Yu 00:39:00 Market Broadening Beyond Big Tech 00:41:17 Iran Headlines Send Oil Higher & Stocks Lower 00:43:25 Closing Bell 00:46:23 Market Movers: Bloom Energy, Quantum Stocks & Intel 00:48:09 Amgen, Consumer Weakness & Treasury Yields 00:51:02 Market Recap: Iran, Oil, Canada & U.S. Trade Tensions 00:53:51 Investing in Mexico Amid U.S. Trade Uncertainty 00:57:45 Mexico’s Capital Markets, Listings & Foreign Investment 01:02:08 Panama Canal Chief on El Niño & Transit Cuts 01:05:05 Panama Canal Drought Risk, Revenue & Water Security 01:08:33 Panama Canal, U.S. Relations & Geopolitical Pressure 01:12:44 Qualcomm CFO on Amazon AI Data Center Deal 01:15:08 Qualcomm’s AI Chips, Power Efficiency & Hyperscalers 01:18:27 Smartphones, Edge AI & Qualcomm’s Growth Strategy 01:20:22 LIV Golf Files for Chapter 11 Bankruptcy 01:20:44 Cisco on AI-Powered Cybersecurity Threats 01:24:07 Cisco’s Secure Networks & Real-Time Threat Defense 01:25:43 Private Credit, SaaS Risk & Kroll’s Jacob Silverman 01:29:20 Refinancing Risk, Higher Rates & Private Credit 01:31:24 AI Cybersecurity Risks & the CrowdStrike Partnership 01:32:21 LIV Golf Bankruptcy: What Went Wrong 01:35:00 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