Markets Rebound as Treasury Moves to Rein In Yields | The Close 8/19/2026

Bloomberg Television 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 JPMorgan Private Bank Head of Alternative Investment Strategy Sitara Sundar, Ramp Co-Founder & Co-CEO Eric Glyman, D.A. Davidson Managing Director Senior Research Analyst Michael Baker, The Estée Lauder Companies President & CEO Stéphane de La Faverie, Neuberger Senior Portfolio Manager Eli Salzmann, PGIM Public & Private Fixed Income Co-Chief Investment Officer Gregory Peters, Gravis Robotics CEO & Co-Founder Ryan Luke Johns, Former Walgreens Boots Alliance CEO Roz Brewer, & LSEG Consumer Research Director Jharrone Martis. Chapters: 00:00:00 Bloomberg The Close 00:03:06 JPMorgan on AI Financing, Private Markets & Data Centers 00:09:23 Ramp on the AI Spending Boom & Controlling Costs 00:14:52 Top Calls 00:15:58 Target Turnaround: Earnings, Traffic & Consumer Spending 00:20:57 Estée Lauder CEO on the Beauty Giant's Turnaround 00:25:35 Estée Lauder on Skincare, Fragrance & Innovation 00:30:58 China, Travel Retail & Estée Lauder's Global Growth 00:35:43 Stock of the Hour: Moderna's Cancer Vaccine Breakthrough 00:39:12 SpaceX, Cognition AI & Elon Musk's AI Acquisition Push 00:43:02 Neuberger Berman on Rates, Value Stocks & Fed Policy 00:48:58 Closing Bell: Stocks Edge Higher as Bond Yields Fall 00:51:55 Market Movers: Moderna, Estée Lauder & Twist Bioscience 00:55:00 Biggest Losers: TJX, Viking & AI Infrastructure Debt 00:57:50 Treasury Buybacks Drive a Sharp Drop in Long-Term Yields 00:58:27 The Viral Campaign Mocking AI Data Center Water Use 01:02:14 Greg Peters on Treasury Intervention, Deficits & AI Debt 01:07:20 Is AI Debt Crowding Out U.S. Treasuries? 01:11:03 Economic Resilience, AI Risk & Credit Opportunities 01:14:12 SoftBank Bets $200 Million on Autonomous Construction 01:22:40 Roz Brewer on Leadership, Walmart, Starbucks & Walgreens 01:30:42 Breaking News: U.S.-Canada Auto Tariffs -------- 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